Jobs · Healthcare · Wisconsin

Financial Wellness Coordinator

Altra Federal Credit Union · Onalaska, WI · 1 mo ago
HealthcareFull-time

Responsibilities

  • Serve as a financial wellness educator by presenting in schools, community organizations, and other group settings.
  • Deliver financial wellness programs through workshops, presentations, webinars, videos, and other educational formats.
  • Develop and maintain financial education content, materials, and presentations.
  • Build partnerships with schools, community organizations, and local businesses to expand financial education outreach.
  • Represent Altra at community events, school programs, orientations, and financial wellness initiatives.
  • Coordinate volunteers and support programs such as Junior Achievement and other youth‑focused education efforts.
  • Evaluate program effectiveness using participation, feedback, and performance metrics.
  • Collaborate with internal teams to provide financial wellness education for employees and business partners.
  • Track and report on financial education activities, outreach efforts, and program outcomes.
  • Research and submit applications for financial education and community impact awards.
  • Support Altra Foundation financial wellness initiatives, fundraising efforts, and community engagement activities.
  • Assist with employee onboarding and other department initiatives as needed.

Qualifications

  • Minimum one year of experience with financial wellness education and events.
  • Associate’s Degree in Business, Communication, or Education required.
  • Additional experience in lieu of degree may be considered.
  • Bilingual Spanish or Hmong skills are preferred to support financial education and outreach efforts within our communities.

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