Financial Wellness Coordinator - Operations Center - Onalaska, WI

At Altra Federal Credit Union, our vision is simple and people-focused: Helping You Live Your Best Life. As a member-owned financial cooperative, Altra believes financial success is about more than products and services – it's about education, confidence, and access to resources that support lifelong financial well-being. A strong commitment to community involvement and financial wellness is woven into who we are as a credit union and how we serve the communities we call home.

We're seeking a Financial Wellness Coordinator to serve as Altra's primary financial educator, helping members, students, businesses, and community partners build confidence in their financial futures. In this role, you'll deliver engaging educational programs, coordinate outreach initiatives and events, and expand access to financial wellness resources throughout the communities we serve.

Key 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.

Skills & Abilities

Strong communication and presentation skills.
Ability to build relationships with members, schools, businesses, and community partners.
Excellent organization, project management, and problem-solving abilities.
Proficiency in Microsoft Office Suite.
Ability to manage multiple priorities and meet deadlines.
Professional, approachable, and committed to exceptional service.
Ability to travel and occasionally lift up to 30 pounds.

Availability

This position is salaried, full-time, 40- hours per week, Monday through Friday.
Typical hours are going to be 8:00 a.m. to 5:00 p.m.
Will require flexibility to work outside of regular business hours, including occasional evenings and weekends, as needed.

Work Environment

This position is located at Altra's Operations Center in Onalaska, WI and will have the capability to work in a hybrid capacity.
Must possess the ability to travel locally and nationally, which may include nights and weekends.

Pay & Benefits

Competitive starting annual pay of $51,280+, based on previous experience.
When bilingual in Spanish or Hmong, receive a $1.00 per hour pay premium after completing and passing a language exam.
Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options.
Up to a 6% employer-matched 401(k) + additional 3% employer contribution.
Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years!
Paid time off, volunteer time off, paid holidays, and your birthday off (paid)!
Employee-only perks and discounts.

At Altra Federal Credit Union, you'll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve.

Altra is proud to be a Great Place to Work® certified company eight years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best lives! We support diversity in the workplace and are an Equal Opportunity Employer.

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Financial Wellness Coordinator - Operations Center - Onalaska, WI

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