Job Category: Internship
Job Location: Central Ohio
Experience Hour Opportunity: Pre-Approved Experience Hour Opportunity

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Position Description

The Financial Education Intern will support the Financial Education Program at BMI Federal Credit Union. This will include supporting community financial education efforts and employee financial wellness initiatives.


  • Assist with the implementation and presentation of community financial education efforts by the Credit Union
  • Assist with research, development, and implementation of financial education initiatives for youth
  • Assist with designing and implementing employee financial education on personal finance topics
  • Recommend and support implementation of evaluation methods for financial education efforts and programs
  • Assist with content and production of the monthly Financial Education Spotlight Newsletter research
  • Research, recommend, and update personal finance topic resource materials for credit union employees and members
  • Assist with social media efforts of the Financial Education Program

Time Commitment/Availability

  • 4 to 20 hours a week (will vary as event schedule requires and as needed for projects). Total hours not to exceed 200. Also, 200 hours is not guaranteed.
  • All work is done on-site at Credit Union facilities and/or at various community event locations.
  • Approximate internship duration: July 1 – Dec 31, 2022

Required Qualifications

  • AFC® (Accredited Financial Counselor) or AFC® Candidate
  • Knowledge of financial literacy topics including credit, debt management, student loan repayment, saving, budgeting and home buying
  • Comfortable working with and presenting to diverse audiences and age groups
  • Ability to work as part of a team and independently
  • Ability to research and evaluate personal finance content
  • Familiar with Microsoft programs including Excel, PowerPoint, Outlook, and Teams
  • Ability to travel to Credit Union Branches and community event locations in Central Ohio

Preferred Qualifications

  • Strong writing and presentation skills
  • Familiarity with program evaluation methods
  • Knowledge of financial products and services
  • AFC® test passed
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