Description
The Financial Education Manager plans, develops, implements, manages, and grows the bank-supported financial literacy programs for employees, students, client segments, and COIs within the communities served by the Bank. This role requires strong leadership and collaboration across internal teams, business lines, and external partners to ensure programs are relevant, effective, and widely adopted.
The Financial Education Manager supervises the financial education department and drives financial education strategies and initiatives for community reinvestment. Collaborates closely with community organizations, schools, employers, and other stakeholders to design and deliver programs that support financial wellness, reinforce community partnerships, and align with the Bank’s strategic goals. Internally, works cross-functionally with marketing, retail, HR, compliance, and other departments to ensure consistency, impact, and seamless execution of all financial education initiatives.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
- Planning, development and implementation of financial education strategies and programs for the Bank’s employees, local students, clients, prospects, and communities, utilizing various delivery channels.
- Oversees the Bank’s Scholarship program
- Manages and administers the Educational Improvement Tax Credit program
- Works collaboratively with the Bank’s market leaders to identify and train employees as program instructors.
- Integrates with CX and EX groups (Perks@Work, AtEase, CXTF, EXTF, InfoSec, Marketing) to ensure efficient and effective financial education program delivery in a timely, channel-appropriate manner.
- Leads and coordinates the Women in Business Academy Master Class and similar client-facing educational programs.
- Supervises the Financial Literacy department
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
- Respect: Models respect by actively fostering an inclusive, collaborative, and supportive environment across all communities served by the Bank. Engages with employees, students, clients, and community partners with professionalism and empathy—listening first, communicating thoughtfully, and ensuring all participants feel valued and empowered.
- Client Focus: Demonstrates strong client focus by designing and delivering financial education programs that meet the unique needs of employees, students, clients, and community partners. This role takes time to understand the goals, challenges, and financial knowledge gaps of each audience, ensuring programs are relevant, accessible, and impactful.
- Inclusion: This role demonstrates an understanding of diverse backgrounds, perspectives and learning styles when designing and delivering financial education programs. Through consistent, respectful interactions, the Financial Education Manager strengthens trust, builds meaningful relationships, and promotes the Bank’s commitment to dignity, equity, and service in every financial literacy initiative.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
- Leadership: Demonstrates strong leadership by setting a clear vision for financial education initiatives and guiding employees, community partners, and program participants with confidence, clarity, and purpose.
- Integrity: Models integrity by upholding the Bank’s ethical standards in all interactions and program activities. This role ensures financial education content is accurate, unbiased, and aligned with regulatory requirements and community expectations.
- Collaboration: Cultivates collaboration by building strong, productive partnerships across departments, markets, and community organizations. This role actively engages with leaders, frontline employees, support teams, and external partners to design and deliver impactful financial education programs.
- Volunteerism: Champions volunteerism by promoting, supporting, and participating in community engagement efforts that align with the Bank’s mission and values. This role encourages employees to contribute their time, talent, and expertise through financial education initiatives and other community programs. This employee also serves as a visible and active volunteer.
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
- Accountability: Demonstrates accountability through ownership of program outcomes, decisions, and commitments. Effective execution of initiatives, appropriate measurement, and continuous improvement will be traits of success.
- Innovation: Fosters innovation through seeking new ways to deliver impactful financial education programs. Exploring emerging trends, technology, and delivery methods to enhance programs will be essential.
- Professionalism: Upholds the highest standards of professionalism in representing the Bank internally and externally. This role communicates with clarity, respect, and confidence; maintains confidentiality and good judgment.
SUPERVISORY RESPONSIBILITIES
The Financial Education Manager drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.
- Direct supervision of Financial Literacy Specialist
- Indirect supervision/coaching/advising Financial Education program leaders in the Bank
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Seeks financial education-based conferences and/or training opportunities to help progress the initiatives of the financial education programs. Internal training courses are available to help link job impacts other areas of the bank, provide tools to have effective conversations, and be successful in a career path. Annual, job-specific training opportunities are assigned and/or available for timely completion.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A four-year degree in communications, marketing, public relations, education, or a related field plus three or more years of related supervisory experience is required. A background screening will be conducted.
- LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
- TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core software such as Microsoft Suite, Adobe Suite and any other computer programs pertinent to performing job duties.
- MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to perform basic analytics, ratios, and percents and to draw and interpret bar graphs for the purposes of calculating ROI and maintaining department budgets.
- REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
- PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. Ability to travel to all market areas and attend seminars or training sessions offsite. Travel is required.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
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