Financial Outreach Specialist (Baton Rouge, LA)

The Financial Outreach Specialist will organize and participate in community events and projects centered on financial literacy and outreach. This position will lead the creation of financial wellness content and support Pelican's foundation through targeted outreach communications and fundraising events. They will help create and oversee the program, offering Pelican grants to members and assisting in federal grant data collection and reporting. The ideal candidate is a go-getter who thrives in a fast-paced environment and has a passion for serving others. Proficiency in Microsoft Office Products, especially Excel, is a must! They should be comfortable working independently and as a contributing member of a team. Meeting deadlines and attention to detail are critical pieces of this position. Our Financial Outreach Specialist must embody Pelican’s Core Values and provide excellent service in all that they do.   

A Day in the Life of a Financial Outreach Specialist INCLUDES:

• Creating and overseeing Pelican charitable grant programs for members, including program creation, grant awarding to members, and reporting.
• Planning the facilitation of specialty events such as career days, program graduations, simulations, youth month, and school branch events with Pelican’s credit counselors.
• Developing and implementing Financial Outreach content materials.
• Creating content for financial wellness website updates and online modules.
• Auditing and updating all presentation content and materials.

Financial Outreach Specialist Skills and qualifications include:

• 2-year college degree in human services, communications, marketing, education, or related field.
  • Additional directly related experience may be considered in lieu of education.
• 2 years of experience in financial education, community outreach, or communications to include non-profit program coordination and outreach, grant program tracking, and community program management.
• Excellent oral, written, and telephone communication skills
• Strong problem-solving, attention to detail, and member service skills
• Proficiency in Microsoft Office products, especially Excel

Other things you may want to know about this position:

• Work Schedule
  • Monday – Friday
    • 8:00 am – 5:00 pm
• Travel
  • Occasional travel required.  
• Work Site Location
  • All work will be performed at our beautiful Corporate Campus located at 2675 O'Neal Lane Baton Rouge, LA 70816

Why should you join the pelican team?

Since 1956, Pelican State Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 68,000 members nationwide. Because of our continued growth, Pelican State Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.

Our culture is grounded in faith, and we strive to live the golden rule of ‘love thy neighbor’. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skillsets. We believe that our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.

Our full-time employees enjoy amazing benefits including:

• Medical, Dental, and Vision Insurances with generous employer premium contributions
• Health Savings Account with employer contributions for eligible employees
• Employer-Paid Group Life Insurance
• Voluntary Dependent Life Insurance
• Paid Vacation & Sick Leave
• 15 Paid Holidays, including a Cultural Floating Holiday
• 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5%
• Paid Time Off to volunteer with approved non-profits and charities
• Tuition Reimbursement Program

Pelican State Credit Union is an Equal Opportunity Employer.  All Credit Union campuses are tobacco and vape-free.