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Financial Health and Inclusion Project Manager
- US Bank (Minneapolis, MN)
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At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
The Financial Health and Inclusion Project Manager empowers employees to serve their clients and community through delivery financial education and health programs.
Job Function & Responsibilities
Financial Health and Inclusion Programs management
+ Support Program Managers in delivery of signature U.S. Bank financial health community programs, including Student Scholarship, eMentor volunteerism program, and employee financial health learning and development programs
+ Collect and analyze data, generate reports around key program metrics to enable program success
Curriculum management
+ Maintain U.S. Bank approved financial education workshop materials and curriculum and employee enablement resource libraries.
+ Monitor utilization of financial education material, generate regular reporting around content usage, identify emerging trends.
+ Project manage the creation of new curriculum as needed, including sourcing and work with subject matter experts, marketing and communications to develop new assets.
Employee Outreach
+ Build awareness, engagement and use of financial education among employees.
+ Identifies, recruits, conducts onboarding for U.S. Bank employee groups to engage in employee financial wellness programs and volunteer to conduct financial education workshops and activities. Manage and maintain mechanisms and programming for outreach and employee activation. Monitor and respond to internal employee communication channels
+ Develop and execute financial education volunteerism program concepts in partnership with community and third-party organizations, BRGs
Risk and Regulatory alignment
+ Create strategies to ensure financial education activities are properly and consistently tracked
+ Adheres to all bank operational, risk and compliance policies and procedures including customer referral process, customer data privacy, regulatory documentation, and procedures
Preferred Skills/Qualifications
+ Well-developed knowledge or passion for financial education
+ Knowledgeable about the needs of low-to-moderate income individuals and communities
+ Strong project management, organizational skills and presentation skills Attention to detail, ability to identify and resolve exceptions and to analyze data
+ Strong communication skills in written and verbal form, including experience training others
+ Ability to facilitate meetings effectively, driving engagement and progress towards objectives in a way that fosters positive working relationships.
+ Ability to work independently, effectively and efficiently manage time and complete duties with minimal direct supervision.
+ Knowledgeable about the needs of small businesses
+ Experience with SharePoint design and management
+ Experience with data analysis/interpretation; knowledge of or experience with Power BI is a plus
+ Skilled in organizing, cleaning, and maintaining data sets; knowledge of and adherence to strict data privacy and compliance requirements
+ Ability to create compelling dashboards, reports, and presentations around program evaluation
+ Knowledge around and a passion for Business Resource Groups to advance volunteerism and employee skill development
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
E-Verify
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $92,820.00 - $109,200.00
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
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