Community Development Officer

The Community Development Officer (CDO) is responsible for leading outside sales and fulfillment efforts to drive membership, deepen existing member relationships, and expand the credit union’s presence within assigned markets. This role focuses on cultivating strong relationships with businesses, select employer groups, and community partners to introduce their employees to the credit union and promote UCCU’s products and services.

The CDO executes UCCU’s external relationship and alliance initiatives to grow membership, increase market share, and improve overall member household profitability. This position carries monthly goals for new accounts and product adoption, with accountability for consistently meeting or exceeding these targets.

Success in this role requires confidence, charisma, determination, professionalism, and a consistently positive attitude. The CDO must maintain strong working relationships with business partners, members, and internal teams, while upholding and enhancing the credit union’s professional image.

A high level of trust, diplomacy, and discretion is essential, as the work involves frequent personal interactions that are often sensitive in nature. The CDO must possess a strong understanding of credit union products and services and demonstrate the ability to translate engagement opportunities into measurable membership, loan, and deposit growth.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Responsible for membership growth within assigned areas.  Creates and maintains positive relationships with members, businesses, organizations, governments, professionals, and the general public.

·         Bring new members to the credit union by meeting with businesses and introducing credit union products, i.e. loans and deposits and services to both the business and its employees.  Advocate, organize and execute activities and events intended to generate new member growth and deepen existing member relationships.

·         Responsible for meeting or exceeding new account and production goals within assigned area(s).

·         Build and maintain productive relationships with business partners and select employer groups within assigned areas.  Includes cold calling businesses and organizations to set appointments and establish relationships.  Helps resolve questions, requests, complaints, and problems.

·         Responsible for enhancing the image of the Credit Union.  Ensure that business development activities create positive responses from members, prospective members, and the community at large.

·         Works a regular and predictable schedule.

·         Must be sufficiently fluent in English to process work and business transactions.

1 - Business Relationship Development & On-Site Event Strategy

Primary Objective:

Responsible for membership growth within assigned areas.  Establish, expand, and maintain positive relationships with members, businesses, organizations, governments, professionals, and the public to create new membership channels, product opportunities, and long-term partner loyalty.

Core Responsibilities:

A. Employer & Business Outreach Strategy

·         Bring new members to the credit union by meeting with businesses and introducing credit union products, (i.e. loans and deposits and services) to both the business and its employees.  Advocate, organize and execute activities and events intended to generate new member growth and deepen existing member relationships.

·         Responsible for meeting or exceeding new account and production goals within assigned area(s).

Identify prospective businesses across key industries with high employee density to schedule and facilitate on-site membership acquisition and cross selling.

Coordinate regular outreach, presentations, and partnership proposals to develop ongoing relationships.

Understand business needs and tailor financial solutions that benefit both employers and employees (e.g., payroll services, direct deposit incentives, credit-building programs).

·         Build and maintain productive relationships with business partners and select employer groups within assigned areas.  Includes cold calling businesses and organizations to set appointments and establish relationships.  Help resolve questions, requests, complaints, and problems.

·         Responsible for enhancing the image of the Credit Union.  Ensure that business development activities create positive responses from members, prospective members, and the community at large.

B. On-Site Business Events

Plan and execute high‑impact on-site events at business partner locations, such as employee financial wellness days, account‑opening drives, benefit fairs, and product‑specific campaigns.

Develop event playbooks that include staffing, materials, incentives, POS engagement tools, and follow-up processes.

Ensure each event has defined goals such as membership conversions, loan applications, or digital adoption.

Build and maintain relationships with local businesses and drive new business account and merchant services.

Serve as the primary liaison for each business partner, building trust and ensuring consistent engagement throughout the year.

C. Success Indicators

Year-over-year membership growth resulting directly from business relationships and on-site events.

Year-over-year retention growth of business partnerships through proactive relationship management.

Year-over-year new loan and product adoption through on-site business partner events.

2 - University Development (as applicable and assigned)

Primary Objective:

Be the face of the credit union at the University.  Drive sustained student membership growth and cultivate long-term member relationships by embedding the credit union brand into the on-campus student, staff, faculty experience.

Core Responsibilities:

A. New Student Orientations

·         Lead, plan, and execute all credit union activities for higher education orientations (fall, spring, summer) within assigned market.

Oversee in-person messaging that resonates with new students, focusing on financial independence, checking/savings accounts, first-time credit products, and digital banking services.

Hire, develop, lead the success of a summer intern team to grow membership while maintaining strong brand awareness, influential sales techniques, and captivating presentations. 

Design and implement an onboarding initiative with recently acquired students to assist with relationship deepening and long-term retention.

Orchestrate move-in day events with on-campus branch with a dedicated focus on new membership growth and student checking account adoption.

B. Campus Life

Serve as an advisor-level partner to the relevant campus organizations or clubs (e.g. Financial Club) co-developing programming around financial literacy, budgeting, credit building, and personal financial management.

Coordinate speaking engagements, workshops, and peer-led sessions to create a pipeline of financially empowered students who choose the credit union as their primary institution.

Leverage the club(s) as a relationship‑building channel to identify student influencers, ambassadors, and potential interns.

Professionally represent UCCU and pro-actively participate campus activities and sporting events.

C. Long-Term Campus Presence

Develop a multi‑semester campus presence strategy including tabling, co-sponsored events, onboarding initiatives, and academic partnerships.

Maintain relationships with key campus departments such as Student Affairs, Enrollment Services, Career Services, Athletics, and Housing.

D. Staff & Faculty Relationship Development

Explore collaboration opportunities and position the credit union as a campus partner.

Support HR, Benefits & Wellness, and Campus Services teams to integrate the credit union into employee onboarding, training, and resource offerings.

Develop targeted communications and engagement strategies for faculty and staff to encourage new accounts, direct deposit enrollment, loan utilization, and other product adoption.

Plan, coordinate, and execute credit union participation at campus benefits fairs, employee appreciation events, wellness days, and staff professional development conferences.

Design and set up branded tabling experiences that clearly showcase employee‑specific benefits, such as loan discounts, payroll direct deposit incentives, or financial wellness programs.

Effectively communicate and leverage event toolkits that include brochures, promotional items, digital sign‑ups, and follow‑up communication plans to maximize engagement and conversion after each event.

Track event performance by measuring leads captured, new members, new checking accounts, product activations, and engagement levels.

Coordinate with campus HR to be included in new‑employee onboarding packets, orientation presentations, and benefit partner programs.

E. Success Indicators:

Year over‑year increase in new student accounts, checking account activity and deposit balances.

Year-over-year increase in students participating in financial literacy programming.

Year-over-year growth in product penetration (auto loans, credit cards, digital adoption etc.) among students, faculty, and staff.

3 - Community Outreach, Strategic Events & Brand Development

**As assigned and approved**

The Role’s Strategic Impact

A high-performing Community Development Officer becomes a powerful bridge between the credit union, local branch network, and the community ecosystems that fuels growth. This role:

Creates a continuous pipeline of young members through higher ed engagement.

Drives measurable membership and loan growth through business partnerships.

Builds a deeply rooted community presence through strategic outreach and events.

Strengthens long-term retention by cultivating genuine, multi-layered relationships.

QUALIFICATIONS

·         Education:         High School Education required. Bachelor’s degree (BS or BA in a relevant field) highly preferred. 

·         Knowledge:      Basic knowledge of Credit Union operations, products and service preferred.

·         Experience:       One to three years of similar or related experience including sales with a history of consistently meeting high sales goals preferred. Marketing, sales and PR experience preferred.

·         Skills:                                 Excellent oral and written business communication skills required. Must be well organized with keen attention to detail. Demonstrated ability to effectively use Microsoft Office (Excel, Word,

Outlook, PowerPoint) and other business applications commonly utilized within the credit union.

Ability to work independently with limited supervision required.