Community Impact Specialist - Yavapai County, AZ (Bi-Lingual)
Credit Union West, Cottonwood, AZ, United States
Credit Union West is looking for a Community Impact Specialist (CIS) to serve as a liaison between the credit union and the communities we serve. The CIS will coordinate the organization’s financial education and wellness initiatives, support community outreach, and build strong relationships with educational and business partners.
Location
The position is based in Yavapai County and includes regular travel to Glendale, AZ (for training) and one day per week to Maricopa County for community events.
Benefits
Fully paid health, dental & vision insurance for full‑time employees
Incentives of up to 15%, depending on position
401(k) plan with employer matching up to 5%
Profit sharing
Tuition reimbursement
Gym membership reimbursement
Paid time off for holidays, vacation, and sick days
Credit Union West membership and discounts
Essential Functions & Responsibilities
Creates and maintains financial education content for youth, adults, and underserved communities, works with external vendors, and delivers content at events and on digital channels.
Builds and sustains relationships within the education community, partners with vendors, businesses, and organizations to achieve department goals.
Represents the credit union at community and charitable events, business gatherings, and social events to develop partnerships, sponsorships, and membership growth.
Coordinates financial education efforts with the Employee Volunteer Program and maintains ongoing relationships with community partners.
Manages financial education calendar, records activities, and collaborates with Marketing on brochures, promotional materials, and content distribution.
Performs additional duties as assigned.
Qualifications & Requirements
Education
Bachelor’s degree from an accredited institution is preferred, or equivalent experience.
Experience
1–3 years in finance, community impact, business development, or education and training within a financial institution; experience developing and presenting financial wellness education to diverse audiences; experience building professional partnerships with community and business leaders.
Language
Bilingual Spanish (preferred).
Additional Requirements
Lifting 30 pounds is required.
Skills & Competencies
Live the mission, vision, and core values of the credit union.
Effective communication with employees and members both orally and in writing.
Critical thinking and self‑reliance to analyze and solve problems.
Time‑management and organizational skills, able to multitask and be agile.
Proficient in Microsoft Office, SharePoint, Teams, and Zoom.
Knowledge of the credit union’s Employee Handbook and policies.
Functional knowledge of the Bank Secrecy Act and related federal laws (U.S. Patriot Act, OFAC, AML, Right to Financial Privacy Act, Bank Bribery Act).
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Location
The position is based in Yavapai County and includes regular travel to Glendale, AZ (for training) and one day per week to Maricopa County for community events.
Benefits
Fully paid health, dental & vision insurance for full‑time employees
Incentives of up to 15%, depending on position
401(k) plan with employer matching up to 5%
Profit sharing
Tuition reimbursement
Gym membership reimbursement
Paid time off for holidays, vacation, and sick days
Credit Union West membership and discounts
Essential Functions & Responsibilities
Creates and maintains financial education content for youth, adults, and underserved communities, works with external vendors, and delivers content at events and on digital channels.
Builds and sustains relationships within the education community, partners with vendors, businesses, and organizations to achieve department goals.
Represents the credit union at community and charitable events, business gatherings, and social events to develop partnerships, sponsorships, and membership growth.
Coordinates financial education efforts with the Employee Volunteer Program and maintains ongoing relationships with community partners.
Manages financial education calendar, records activities, and collaborates with Marketing on brochures, promotional materials, and content distribution.
Performs additional duties as assigned.
Qualifications & Requirements
Education
Bachelor’s degree from an accredited institution is preferred, or equivalent experience.
Experience
1–3 years in finance, community impact, business development, or education and training within a financial institution; experience developing and presenting financial wellness education to diverse audiences; experience building professional partnerships with community and business leaders.
Language
Bilingual Spanish (preferred).
Additional Requirements
Lifting 30 pounds is required.
Skills & Competencies
Live the mission, vision, and core values of the credit union.
Effective communication with employees and members both orally and in writing.
Critical thinking and self‑reliance to analyze and solve problems.
Time‑management and organizational skills, able to multitask and be agile.
Proficient in Microsoft Office, SharePoint, Teams, and Zoom.
Knowledge of the credit union’s Employee Handbook and policies.
Functional knowledge of the Bank Secrecy Act and related federal laws (U.S. Patriot Act, OFAC, AML, Right to Financial Privacy Act, Bank Bribery Act).
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