What are the responsibilities and job description for the Financial Wellness Specialist position at Summit Credit Union?
The Financial Wellness Specialist (FWS) is responsible for servicing and growing corporate partner relationships to drive sales and service goals. The FWS will be a subject matter expert in Summits financial education and bring this knowledge to corporate partner employees. The FWS creates strong cross departmental partnerships and is responsible for business development growth and source new medium corporate partnerships. In conjunction with the VP of Financial Wellness, the FWS proactively develops the corporate partner's financial wellness service plans and activities to help employees reach their financial goals and drive Summit's membership, loans and deposit relationships with corporate partner employees. The FWS coordinates and attends financial wellness events and promotions at both corporate partner sites and off premises. The FWS maintains accurate reports and records of relationships utilizing a CRM. This position will be based in Milwaukee, Wisconsin, with some travel to our Headquarters in Madison, Wi.
Expected Outcomes
- Drive growth and expansion of Financial Wellness for Employee's business development and service efforts.
- Develop, promote and facilitate financial education and employee coaching sessions by identifying member goals and assessing gaps; further driving awareness of Summit's products and services.
- Develop and acquire new business relationships or SEGs (Select Employer Groups) for the Financial Wellness for Employees program by cultivating internal sales channels across Summit's.
- Manage and grow the ongoing relationship of assigned SEG / Partners.
Capability Requirements
Why Summit?
The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job.
Physical Demands of Position : While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift / push / pull and / or carry up to 10 pounds.
Environmental / Working Conditions : Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
Equipment Used : Variety of office equipment (telephone, printer, pc, mobile devices, etc.)
EEO Statement : At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
