Job Purpose
This is an exciting opportunity to help grow Moneywise Credit Union throughout the North East by increasing community awareness, membership and access to ethical financial services.
Working alongside our existing Community Development Worker, you will build relationships with community organisations, schools, employers and local partners, deliver financial education, promote payroll savings and support initiatives that improve financial wellbeing and reduce financial exclusion.
Key Responsibilities
Community Engagement
- Represent Moneywise Credit Union at community events, schools, family hubs, libraries and outreach locations.
- Build relationships with community organisations, charities, local authorities and partner agencies.
- Promote the benefits of credit union membership and financial inclusion.
- Identify new partnership and outreach opportunities.
Membership & Business Development
- Increase membership and promote savings, loans and other Moneywise services.
- Support members with opening accounts and understanding available products.
- Develop employer partnerships and promote payroll savings schemes.
- Deliver presentations to employers and community groups.
Financial Education
- Deliver financial education sessions in schools, colleges, workplaces and community settings.
- Promote the Financial Health Programme and Peer2Peer Financial Education Programme.
- Encourage positive saving habits and improve financial capability across all age groups.
Partnerships & Community Development
- Develop partnerships with local authorities, housing associations, NHS organisations, employers, schools, colleges, charities and faith groups.
- Support the development of new outreach locations and collection points.
- Assist with community events, promotional campaigns and marketing initiatives.
Administration
- Maintain accurate records and produce activity reports.
- Monitor performance against agreed targets and KPIs.
- Ensure compliance with GDPR, FCA requirements and safeguarding policies.
Person Specification
Essential
- Excellent communication and relationship-building skills.
- Experience working within communities, education, housing, charities, public services or customer-facing roles.
- Passion for improving financial wellbeing and reducing financial exclusion.
- Experience delivering presentations, workshops or training.
- Excellent organisational and IT skills.
- Ability to work independently and as part of a team.
- Full UK driving licence and access to a vehicle (or the ability to travel regularly across the North East).
Desirable
- Experience within a credit union or financial services.
- Knowledge of financial inclusion and community finance.
- Experience delivering financial education.
- Experience developing employer partnerships or managing grant-funded projects.
- Understanding of FCA-regulated financial services.
Success Measures
Success in this role will be measured through:
- Growth in membership.
- Increased community engagement and partnership activity.
- Growth in payroll partnerships.
- Delivery of financial education programmes.
- Increased savings accounts and affordable loans.
- Development of new outreach locations.
- Positive feedback from members and partners.
- Contribution towards Moneywise Credit Union's strategic objectives.
Why Join Us?
This is an opportunity to make a real difference within communities across the North East. You'll help individuals and families improve their financial wellbeing while supporting the growth of an ambitious, ethical organisation committed to providing fair, affordable financial services.
Pay: £24,454.00-£26,147.00 per year
Benefits:
- Bereavement leave
- Casual dress
- Company pension
- Health & wellbeing programme
- Sick pay
Application question(s):
- Do you hold a full UK driving license?
- How many years Partnership Working do you have ?
Experience:
- Community engagement: 3 years (required)
Location:
- Teesside, North Yorkshire (preferred)
Work Location: Hybrid remote in Teesside
