Job Description

Job Purpose

The Schools Coordinator will lead the growth, delivery, and ongoing support of our School Savers Clubs, working with schools, teachers, parents, and community partners to encourage regular saving habits among young people. The role will also support the roll-out of the Money Ready financial education collaboration, helping schools integrate classroom learning with real-life skills through junior credit union accounts.

This is a community-focused, relationship-building role ideal for someone who is passionate about financial inclusion, enjoys working with young people and educators, and can inspire schools to get involved.

This includes:

A commitment to improving the financial wellbeing of our members and the growth of our local economy.

Demonstrating CVCU's Equal Opportunities, Health & Safety, and Customer Service standards in all activities.

Ensuring the activities of CVCU are carried out to the highest standards of integrity and professionalism, in accordance with all internal policies and relevant legislation.

Key Responsibilities 1. To develop and implement engagement policies, procedures, role profiles and risk

assessments to support the successful recruitment and onboarding of participating

schools for the School Savers programme.

2. To create and maintain clear processes and guidance for schools, volunteers, teachers,

and parents to ensure consistent and compliant operation of School Savers Clubs.

3. To coordinate the launch of new School Savers Clubs, including arranging set-up

meetings, providing resources, and delivering staff or volunteer briefings within each

school.

4. To effectively carry out all aspects of onboarding, support and supervision for school based volunteers (liaising with the Volunteer Co-Ordinator), School Saver Champions and

key school contacts, ensuring they have the tools and training needed to support the

programme.

5.To deliver ongoing information sessions and training to support school staff and volunteers

in running regular saving activities.

6. To build strong partnerships with local schools, education networks and community

groups to promote financial education, encourage participation in School Savers Clubs,

and meet agreed recruitment and engagement targets.

7. To coordinate Cardiff & Vale Credit Union's involvement in the collaboration with Money

Ready, a financial education charity, ensuring smooth integration of their resources and

2

Person Specification

Knowledge / Skills / Experience

Essential

Excellent written and verbal communication skills.

Relevant experience of working with community/voluntary groups, and/or local businesses.

Confident and approachable manner, with ability to work positively with a range of volunteers, stakeholders and members.

Ability to work on own initiative and problem solve.

A good level of education, including strong numeracy skills

Ability to effectively manage workload and meet deadlines in a busy environment.

Ability to attend events during and outside of working hours and to work across a number of sites, as the role requires.

Sound knowledge of products and services offered by CVCU

Strong ICT skills

Desirable

Experience of working in schools.

Experience of supervision or management

Experience of managing or co-ordinating projects

Competencies

(Behaviors which the role holder must demonstrate to be successful in the role)

Communication

Ability to communicate at all levels, in a way that positively reflects CVCU, expressing ideas and decisions in an open, appropriate and confident manner.

Ability to produce high quality reports and make presentations.

Strong interpersonal skills and the ability to deal with a diverse range of people

This role profile is intended to provide guidance on the range of duties associated with the

post. It is not intended to provide a full and exclusive definition of the post. It may be subject

to modification and amendment from time to time without changing the general character of

the post or the level of responsibility entailed.

sessions within participating schools, including scheduling volunteers to aid in the delivery of the programme.

8. To work closely with the Money Ready charity to schedule pilot workshops, assemblies

and financial education activities that complement the School Savers scheme and support

pupils' understanding of saving.

9. To collect and maintain accurate monitoring data on school engagement, pupil

participation, junior account openings and programme activity, including data required for

the Money Ready collaboration.

10. To raise staff and school awareness of the roles, functions and wider community benefits

of Cardiff & Vale Credit Union.

11. To report monthly statistics to the CEO, and provide timely information required for grants,

pilot projects, partnership reporting or KPI monitoring linked to school engagement

activities.

12. To carry out any other duties as directed by the line manager in furtherance of CVCU

Competencies

(Behaviours which the role holder must demonstrate to be successful in the role)

Communication

Ability to communicate at all levels, in a way that positively reflects CVCU, expressing ideas and decisions in an open, appropriate and confident manner. Ability to produce high quality reports and make presentations. Strong interpersonal skills and the ability to deal with a diverse range of people
This role profile is intended to provide guidance on the range of duties associated with the

post. It is not intended to provide a full and exclusive definition of the post. It may be subject

to modification and amendment from time to time without changing the general character of

the post or the level of responsibility entailed.

sessions within participating schools, including scheduling volunteers to aid in the delivery of the programme.

8. To work closely with the Money Ready charity to schedule pilot workshops, assemblies

and financial education activities that complement the School Savers scheme and support

pupils' understanding of saving.

9. To collect and maintain accurate monitoring data on school engagement, pupil

participation, junior account openings and programme activity, including data required for

the Money Ready collaboration.

10. To raise staff and school awareness of the roles, functions and wider community benefits

of Cardiff & Vale Credit Union.

11. To report monthly statistics to the CEO, and provide timely information required for grants,

pilot projects, partnership reporting or KPI monitoring linked to school engagement

activities.

12. To carry out any other duties as directed by the line manager in furtherance of CVCU

objectives and policies, including but not limited to supporting community engagement

activities and member enquiries.

3

Ability to remain calm and assertive in challenging situations.
Ethical behaviour

Deals sensitively, supportively and appropriately with members and volunteers in an honest, supportive and ethical way. Upholds the requirements for confidentiality in all aspects of work and avoids discriminatory or non-relevant factors in decision making.
Change Orientation

Able to support and implement cultural and operational change and motivate others. Demonstrates a positive attitude, proposing and supporting change initiatives to improve services and support to our members.
Business Awareness

Appropriately challenges and questions the status quo in order to identify ways of improving services and performance.
Innovation

Innovative and imaginative in approach; takes allowable and responsible risks.
Customer Focus

Strong understanding of meeting the needs of members and volunteers, achieving and sustaining satisfaction. Maintain effective working relationships with colleagues and partners. Maintain the team standards for customer services and team working.
Achievement

Orientation

Strives for excellence Manages workload and motivates others to prioritise and meet a range of performance targets required
Values

Member Focus

Fair and consistent in dealings with colleagues and members, striving for excellence in all aspects of customer service.
Innovative

Encourages new approaches and creative solutions to exceed standards and achieve service excellence.
Respectful

Recognises and respects the needs and values of others; respectful and caring in dealings with members and colleagues. Values diversity. Upholds confidentiality standards at all times.
Ethical

Passionate and committed to the aims and ethos of CVCU. Promotes the values and principles of responsible savings and lending to members. Observes proper standards of market conduct. Acts with integrity at all times
Trustworthy

Builds trust by being open, honest and transparent. Open and co-operative with all regulators, including the Financial Conduct Authority (FCA) and Prudential Regulation Authority (PRA)

objectives and policies, including but not limited to supporting community engagement

activities and member enquiries.

Job Types: Part-time, Fixed term contract
Contract length: 36 months

Pay: 12.60 per hour

Expected hours: 20 - 25 per week

Benefits:

Company pension Employee discount Flexitime
Work Location: Hybrid remote in Cardiff CF10 1GN