Growth Officer - San Diego

JOB SUMMARY 

Join our dynamic team at University Credit Union and be a key player in empowering the University 
Community with a financial advantage! In this role, you’ll build and nurture meaningful relationships 
while driving growth initiatives that support both our strategic goals and the success of our campus 
partnerships. You’ll have the opportunity to make a real impact by managing and executing exciting 
business development projects, events, and sponsorships that foster engagement and expand our reach
within the university community. If you’re passionate about delivering exceptional member service, have 
a strong understanding of credit union products, and thrive in a fast-paced, goal-driven environment, this 
is the perfect opportunity for you to make a difference while contributing to the growth and success of 
both UCU and our university community.

LOCATION 

We’re committed to bringing top talent onto our team, which is why this position offers the flexibility of a 
hybrid remote work arrangement

KEY DUTIES AND RESPONSIBILITIES 

1. Drive Relationship Building & Partner Growth

o Develop and execute business plans that align with UCU’s goals, using data and past 
   performance to fuel growth.
o Set and achieve personal development goals focused on leadership, strategy, and 
   technical skills.
o Foster strong, lasting relationships with University Partners by executing contracts and 
   leveraging resources to drive business growth.
o Build and maintain contact lists for outreach, retention, and tailored service to both new 
   and existing partners and members.
o Attend University Community events to generate new business and promote UCU’s 
   services.
o Understand and maximize partner contracts to uncover new growth opportunities.
o Listen to member needs and develop innovative programs to enhance relationships with 
both members and University Partners.
This role is all about building meaningful connections, executing strategies that drive success, 
and being a proactive, enthusiastic advocate for UCU within the University Community!

2. Drive University Engagement & Program Success

o Lead engaging in-person and virtual meetings with university partners to showcase 
   membership benefits and promote UCU’s core products and services.
o Collaborate with partners and internal business units to create impactful university 
   specific programs that address the financial needs of university stakeholders.
   Growth Officer Page 3
o Plan and deliver educational financial wellness workshops (both in-person and virtual) to 
   raise awareness of UCU’s offerings.
o Reach out to current and potential members through calls, emails, site visits, and 
  appointments to build relationships and drive engagement.
o Partner with universities to identify new marketing opportunities through contract assets 
  and innovative initiatives.
o Maintain accurate, up-to-date contact lists, sales activities, and event details to ensure 
   seamless tracking and follow-up.
o Promote UCU’s full range of products and services, consistently meeting individual and 
  team targets through a consultative, value-driven approach.
  This role is all about collaborating with university partners, creating valuable programs, and 
  promoting financial wellness in fun and engaging ways!

3. Foster Collaboration & Communication Across Teams

o Actively participate in Growth Department meetings and initiatives to support UCU’s 
goals.
o Share successes and insights internally to highlight and strengthen our competitive edge 
within the university community.
o Partner with advisory centers and other internal teams to ensure seamless, collaborative 
service delivery, including coordinating training and volunteer opportunities at partner 
universities.
o Provide backup support to fellow Growth Officers, including on-campus events, hub or 
advisory center support, and financial wellness workshops.
o Keep management in the loop on key activities, challenges, and successes through 
regular team and one-on-one meetings.
o Offer personalized financial consultations to empower members toward financial 
independence and effective self-service banking needs.
o Use strong interpersonal skills to collaborate and influence across all levels of 
management, advocating for UCU with professionalism and respect.
This role thrives on building strong internal relationships, fostering teamwork, and empowering 
both members and colleagues to succeed!

4. Additional Responsibilities & Special Projects

o Take on special projects, as assigned, with flexibility to work evenings or weekends as 
needed.
o Stay up-to-date with trends in financial services and public relations, keeping an eye on 
competitor offerings.
o Maintain a clean, secure, and professional work environment, ensuring the banking hub
or advisory center is well-kept.
o Be self-motivated, proactive, and ready to tackle challenges with a “get-it-done” attitude.
o Uphold the highest standards of professionalism, integrity, and confidentiality in all 
interactions.
o Stay knowledgeable about UCU’s products and services, and how they compare to the 
competition.
o Complete CCUFC certification training within the first six months to ensure continued 
growth and success in the role.
This role offers the opportunity to take on exciting challenges, stay sharp on industry trends, and 
maintain the high standards that make UCU a trusted partner in the university community!

KNOWLEDGE & SKILLS

Education/Certification:     Associate degree in marketing, sales, or business-related field required.  Bachelor’s degree preferred.  Additional business development training preferred in a credit union, banking or financial environment where a consultative sale approach is used.

Required Knowledge :             Basic knowledge of Credit Union/ financial sector operations.

                                                       Understanding of business and media processes.

Experience Required:               Minimum of one year of related experience, ideally in a sales environment.

Skills/Abilities:                          Excellent oral and written communication skills.

                                                       Well organized.

                                                       Attentive to detail.   

                                                       Strong project management abilities.  

                                                       Able to use related computer applications.

                                                       An independent thinker and self-starter.

                                                       “Can do” approach to resolving issues and overcoming objections.

Salary : $65,974 - $82,468