Financial Well-Being Manager, KC KSCC Campus CommunityAmerica Credit Union - 3.6 Kansas City, KS Job Details Full-time 1 hour ago Qualifications Financial services customer support Confidential information handling Customer relationship building Household budget management Coaching Budget planning Financial product expertise Financial goal setting advisory services Financial needs assessment

Lending Full Job Description Summary:

About CommunityAmerica Credit Union At CommunityAmerica, our mission is simple: to guide our Members and communities on a path to thrive, helping them achieve financial peace of mind and confidently pursue financial freedom. We're more than a credit union, we're trusted financial partners, committed to personalized guidance, community impact, and member-centric innovation. Joining CommunityAmerica means becoming part of an award-winning, purpose-driven culture build on collarboration, growth, and service excellence. We invest in our employees' growth and success, just as we do for our Members.

Duties & Responsibilities:

As a Financial Well-Being Manager, you'll empower Members to achieve financial peace of mind by providing personalized coaching, financial education, and tailored solutions that support their unique goals. You'll serve as a trusted partner throughout their financial journey while helping advance CommunityAmerica's mission of people helping people through: Personalized Financial Coaching & Member Life Planning - Provide one-on-one financial coaching and develop customized Member Life Plans that help Members navigate life's financial opportunities and challenges. Deliver proactive guidance that reduces financial stress and supports long-term financial success. Financial Education Leadership - Lead engaging workshops, webinars, and in-branch educational experiences that strengthen financial literacy, empower Members, and support branch teams in delivering meaningful financial guidance. Holistic Financial Solutions - Help Members take action toward their goals by connecting them with the right products, services, tools, and resources. Support account openings, lending solutions, and financial strategies tailored to individual needs. Cross-Functional Collaboration - Partner with Mortgage, Wealth Management, Commercial Services, and other internal teams to deliver seamless, comprehensive financial solutions and an exceptional Member experience. Member Advocacy & Service Excellence - Champion solutions, technology, and processes that enhance financial well-being, simplify banking, and improve the Member experience across all channels. Risk & Fraud Awareness - Identify potential fraud and risk indicators, helping protect Members and the credit union while maintaining operational excellence and regulatory compliance. Professional Growth & Team Collaboration - Maintain advanced financial knowledge and certifications while sharing best practices, supporting colleagues, and contributing to a collaborative, high-performing culture.

Requirements:

What You'll Bring Bachelor's degree or equivalent financial services experience required. 5+ years of professional experience in banking, financial services, wealth management, or a related field required. Completion of the CUNA Financial Counseling Certification Program (FiCEP) and CommunityAmerica Financial Well-Being Coach Training Program upon hire. Strong financial coaching, relationship-building, and consultative communication skills. Knowledge of budgeting, credit, debt management, lending, and long-term financial planning strategies. Ability to analyze Member needs and recommend personalized financial solutions. Strong problem-solving, organizational, and time management skills. High level of confidentiality, professionalism, and integrity. Ability to thrive in a fast-paced, collaborative environment while adapting to changing priorities. Passion for helping others achieve financial well-being and creating meaningful Member relationships.