What are the responsibilities and job description for the Community Outreach Specialist position at Educational Federal Credit Union?
Job Summary
The Community Outreach Specialist (Member Outreach Officer) serves as a brand representative within the local community to promote the benefits of EdFed membership, while supporting strategic growth of the business and pursuing opportunities for ongoing acquisition of new members, loans and deposit accounts.
We encourage you to view and apply directly at edfed.org/careers
Duties & Responsibilities
Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.
The Following Are Some Benefits Offered To Employees
As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.
The Community Outreach Specialist (Member Outreach Officer) serves as a brand representative within the local community to promote the benefits of EdFed membership, while supporting strategic growth of the business and pursuing opportunities for ongoing acquisition of new members, loans and deposit accounts.
We encourage you to view and apply directly at edfed.org/careers
Duties & Responsibilities
- Serves as a representative to an assigned region of local schools and branches while promoting the benefits of EdFed membership through external events at local schools, colleges, associations and community groups to drive new CU business.
- Collaborates under the direction of the Member Outreach Director and Manager to maximize brand recognition for increased business development opportunities.
- Manages schedules to ensure that all assignments, relationship goals, outbound calls, activities and events are accurately logged in a contact management solution on a daily basis.
- Build a database of viable prospects for new sponsor relationships and schedule to the business development meetings to increase our EdFed field of membership.
- Actively participate in festivals, fairs and trade shows to promote new business for the Credit Union.
- Assists with new membership and lending applications during field-based events to drive successful achievement of organizational growth objectives.
- Supports the Member Outreach Director and Manager and the Financial Education team in the development of the educational curriculum for the High School Branch Program.
- Assists the Member Outreach Director and Manager in the development of member on-boarding strategies and other member engagement initiatives.
- Required to have the ability to travel throughout all regions to provide staffing assistance when necessary.
- Must have comfort in speaking in front of both small and large groups including in classroom presentations and community events.
- Weekend, evening hours and travel may be required.
- Associate’s degree or equivalent combination
- 2 – 4 years of experience with non-profit fundraising or outreach activities preferred
- Excellent written and verbal communication skills.
- Positive, dynamic leader with strong ability to build relationships and network
- Strong organization, prioritization, analytical and problem solving ability.
- Team player with ability to interact with all levels of staff in the organization.
- Working knowledge of PC applications including Microsoft Office.
- Must be able to maintain a high level of confidentiality.
Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.
The Following Are Some Benefits Offered To Employees
- Paid Holiday
- Paid Birthday
- Paid Sick and Personal Days
- Paid Vacation
- Retirement/401K with matching contributions
- Medical, Dental and Vision Insurance
- Life Insurance and Long Term Disability
- Tuition reimbursement for Undergraduate and Graduate courses
- Various Incentive Programs
- Career opportunities
As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.