Financial Wellness Educator

STATUS: Full Time / Exempt 

REPORTS TO:  VP. Marketing and Community Engagement

LOCATION: Syracuse

HOURS: 37.50 hours per week

SALARY: $72,000-$80,000

SCHEDULE: Monday – Friday, 8:30am – 5:00pm

Position Summary

The Business Relations Account Executive/ Financial Wellness Educator is directly responsible for supporting The Summit’s efforts to attract and retain members by building and maintaining high-quality relationships with current member groups, potential member groups and community organizations. This role drives strategic relationship management, delivers financial educational presentations, and actively participates in business networking. The Business Relations Account Executive/ Financial Wellness Educator must possess a strong knowledge of the local business and non-profit community, ideally with an established network of contacts. This individual must be comfortable promoting the credit union’s offerings to key stakeholders including senior leaders, as well as employees of member groups and community organizations.

The Business Relations Account Executive/ Financial Wellness Educator must perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values.

Essential Responsibilities - Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below.

· Cultivate and grow strategic member group relationships by continuously imparting the value of The Summit to the organization and its employees

· Deliver a variety of educational, product/service and enrollment-oriented presentations to member group employees and partner community groups. These may be administered virtually and/or in-person

· Recruit employers to add The Summit as a member group and offer credit union membership to their employees

· Collaborate with The Summit’s branch managers to solicit and maintain new and existing member group relationships. This includes identifying and executing member group affiliated sponsorship opportunities in support of the community engagement strategy

· Proactively build relationships and generate business by representing the credit union at community tables, networking events, industry forums and credit union chapter events, including evenings and weekends

· Develop and execute client-specific strategies to deepen and strengthen business relationships and drive membership growth and retention

· Travel to client locations in all regions with a primary focus in Seneca Falls, Syracuse and Cortland to conduct face-to-face meetings with company representatives, participate in benefit fairs and deliver employee presentations

· Regularly interact with Marketing Department staff and work in a collaborative manner to support promotional efforts and regional community engagement activities

· Take a hands-on approach in executing sponsorship opportunities and events, including coordination and on-site involvement, ensuring all activities are completed in a timely manner

· Regular in-person attendance (two days per month) at the Corporate Office is required

· Strategically build and maintain strong cross-functional partnerships with the Business Services and Business Lending teams to generate qualified referrals

· Become knowledgeable about The Summit’s products, services, and value proposition to employers

· Consistently grow and foster a favorable company image

Other Responsibilities

· Provide exceptional member service

· Entertain prospective and existing clients

· Provide weekly and monthly activity reports to the Vice President of Marketing and Community Engagement

· Monitor and report on credit union industry trends and competitors’ activities

· Perform other related duties as assigned

*Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Qualifications and Skills

Education & Experience - Applicants must possess the following qualifications or an equivalent combination of education and experience:

· Education: Bachelor’s degree in Business Administration, Marketing, or Communications OR equivalent work experience

· Experience: A minimum of 3-5 years of account relationship management and/or customer service experience. Public speaking experience, including demonstrated ability to present effectively in both a physical and virtual environment, is preferred. Working knowledge of financial products and services is preferred. Experience with utilizing a CRM system to manage leads, opportunities and Member Group interactions. A valid Driver’s License and reliable transportation must be maintained.

Knowledge/Skills/Abilities (including Technical & Systems/Equipment Proficiencies)

· Must be a self-starter

· Strong interpersonal skills with a focus on building rapport and developing partnerships

· Must possess solid relationship-building and strong follow-up skills

· Exceptional organizational and time management skills required

· Strong collaboration skills and experience working as a team player

· Excellent written communication skills

· Computer proficiency in Windows Operating Systems: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook

· Must have the ability to manage a large geographic territory by multitasking and completing projects in a timely fashion

· Ability to take “full ownership” of issues until they are completely resolved

· Proven sales and/or account management capabilities or equivalent experience

· Strong ability to communicate at all levels within an organization, including senior managers and executives with tact and diplomacy

· Must have the ability to work with teams within the credit union to resolve member company conflicts and complaints in a professional and efficient manner

Physical Requirements

· This position will use The Summit’s Erie Boulevard office in Syracuse as their main business office

· Position requires travel within assigned territory and throughout The Summit’s geographic footprint

· Primary work territory includes Seneca Falls, Syracuse and Cortland, New York, with a secondary territory in Buffalo and Rochester, New York

· Position requires flexibility in scheduling hours (evenings, weekends, and holidays) to accommodate business networking opportunities and the needs of clients

· Must be able to sit or stand for an extended length of time

· Must be able to lift 20 lbs. Weight may vary and exceed 20 lbs. when transporting items to and from events

Training and Compliance Requirements

· Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures.

Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines.