Membership Advisor Manager

Role:

The Membership Advisor Manager is responsible for driving the growth and diversification of the credit union’s membership and deposit base through innovative strategies and targeted outreach. This role focuses on expanding the credit union’s presence across all channels by fostering strong interdepartmental collaboration, increasing product penetration, and developing new channels of membership. The Membership Advisor Manager will proactively identify opportunities to enhance member engagement, promote ancillary financial solutions, and strengthen relationships within the community and indirect channels. Success in this position will be measured by the ability to attract new members, increase deposits, expand product sales, and grow the credit union’s market presence in alignment with organizational goals.

Essential Functions & Responsibilities:

Develop and implement strategies to develop new and existing relationships to acquire additional deposits, members and loans both consumer and business.

Oversee, coach and mentor a team of direct reports to become better contributors to the organization. This team will be required to open up memberships and to make outbound calls to both consumer and businesses.

Responsible for overall department performance regarding team production and positive financial results including fraud prevention strategies and execution.

Responsible for developing and implementing individual subordinate goals, based on branch goals and overall credit union strategic plan, and motivating subordinates to attain the goals set by senior management.

Annual reviews, reports, interviews, documentation, and meetings.

Performs other job-related duties as assigned.

Performance Measurements:

1. Develop and implement strategies to create diverse sources of membership growth, expanding the credit union’s reach into new markets and demographics.

2. Increase deposit penetration by promoting the value of savings and checking accounts, encouraging existing members to deposit more, and attracting new depositors.

3. Enhance interdepartmental referrals by fostering collaboration and creating seamless pathways for members to access a broader range of services.

4. Drive ancillary product sales by identifying member needs and presenting tailored financial solutions that increase product penetration.

5. Expand the credit union’s presence and business volume across all indirect channels, including partnerships, third-party networks, and community outreach efforts.

Knowledge and Skills:

Experience: Minimum of five (5) years experience in marketing, community relations, sales, and/or public relations, or a related field required. 

 Education: Bachelor's degree in marketing, public relations, organizational communications or related fields is required. 

 Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. 

 Other Skills:

Require strong written and verbal communication skills.

Requires the ability to build strong relationships both inside and outside the credit union.

Requires a high level of problem solving capabilities as well as curiosity, self-motivation and adaptability.

Requires creativity and innovation for finding new and more efficient ways of doing things.

Requires excellent time management skills and the ability to schedule work activities so deadlines are met and goals are accomplished in a timely and organized manner.

Requires exceptional attention to detail.

Requires strong work ethics and the ability to work with a fast-paced team.

Experience managing social media and public relations is preferred. 

Must be passionate about your personal growth and learning. 

Physical Requirements: While performing the duties of the job, the employee is regularly required to:

-Position self to move about the work area.

-Reach, grab, sort.

-Communicate in person and via telephone with others.

-Identify and recognize small font communication.

-Ability to transport a minimum of 10 pounds.