Community Engagement Officer

Description

The Community Engagement Officer is responsible for sales and relationship development to drive strategic membership and sales growth goals. Under the direction of the Community Engagement Manager, this position coordinates events and promotions at the credit union and partner sites and other strategic locations within designated territories, and maintains accurate reports and records of relationships. Responsible for acquiring new business members/owners through sales of commercial accounts and loans. Attends community and business events regularly. Assists with servicing current business accounts. Creates new relationships via email, phone, mail, and direct contact. Assist members with questions or concerns as needed.

Position Responsibilities:

• Drives in new member business for both the Retail and Commercial accounts and loans to the credit union.  
• Attends community and business events regularly to promote credit union products and services.
• Works with Branch Managers and sales staff to build relationships with Preferred Community Partners to increase product and service sales penetration and participation with the credit union and its’ services.
• Supports strategic outreach plans and initiates contact with businesses identified as potential Preferred Community Partners.
• Assists members with account questions or inquiries.
• Develops activities and events to promote credit union products and services.
• Supports department strategies and programs designed to represent the credit union favorably and make positive contributions to the community.
• Works to meet established individual, department and credit union goals through active participation in sales management programs.
• Prepare and maintain status reports, including outreach activity, presentations, proposals, new partnerships, follow-up and adherence to goals.
• Performs MIP (Member Identification Program) process as outlined in the credit union’s Bank Secrecy Act procedure. Ensures the security and confidentiality of private member information. Refers to procedure 9009 for current guidelines.
• Develops and maintains a portfolio of strategic partnerships that align with the credit union’s mission and values. Ensures that partnership relationships remain mutually beneficial and member’s needs and expectations are being met.
• Represents the credit union and its brand at various community functions to enhance the overall image of the credit union and to increase referral and relationship opportunities.
• Ensures that requests, questions, and problems are courteously and professionally resolved. Ensures that communications are efficient and effective.
• Keeps members informed of Credit Union programs and policies. 
• Maintains the Credit Union's professional reputation both internally and externally.
• Cross-sells credit union products and services.
• Completes and reviews reports relating to the department as directed by their manager.
• Participates on teams and in meetings as required.
• Ensures that work area is clean, secure, and well maintained.
• Completes other duties as assigned, including cross training in current or other departments.

Requirements

• Bachelor’s degree or an equivalent combination of experience and training.
• 2+ years of similar or related experience. Intimate knowledge of the credit union’s operations and field of membership. 

Knowledge, Skills, and Abilities

• Knowledge of Credit Union products, policies, and procedures.
• Understanding of business development techniques and models. 
• Strong project management skills.  
• Well organized.
• Solid communication abilities.    
• Able to meet deadlines.   
• Good analytical abilities.   

Physical Demands and Work Environment

• Stationary work, often requiring standing or sitting for prolonged periods
• Operate standard office equipment and keyboards
• Visually recognize, reconcile, and verify numerical details for accuracy
• Repeating motions that may include the wrists, hands and/or fingers
• Must be able to access and navigate facility with reasonable accommodations
• Lift and carry small parcels, packages and other items

Additional Notes

• Candidates being considered for employment with Resource One must successfully complete a credit check, background check and drug screen.
• This Job Description is not a complete statement of all duties, responsibilities and physical demands comprising this position.