Advocacy Department Coordinator

At WESTconsin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture—then you're in the right place! We’re more than just a credit union; we strive to make a real difference.

Ready to make an impact? Let’s grow together!

What You’ll Be Doing:

• Coordinates corporate communications (from the CXO) and develops the supporting communication materials needed for clear and consistent messaging.

• Tracks departmental and corporate goals and preparing information needed to support sales program updates and progress reporting.

• Tracks donations, sponsorships, campaigns, and community partnerships, including tracking agreements and ensuring all requirements and deliverables are completed.

• Manages meeting logistics, agendas, presentation materials, follow-up items for SEM.

• Tracks departmental budgets, invoices, purchase requests, expense tracking, and related financial documentation.

• Coordinates training and advocacy sessions, including scheduling, preparing materials, tracking participation and completion, and following up on action items for programs such as MXP Bootcamp, sales office visits, SmartCU Day and related visits, and Community CARE Day.

• Organizes and prepares materials for financial education sessions, maintaining participation and activity records, and follows up on outstanding action items.

• Organizes and prepares materials, registrations, and related documentation for The League of Credit Unions & Affiliates and America’s Credit Unions.

• Coordinates work across Marketing, Member Advocacy, Sales, Financial Education, and Member Experience to keep projects aligned, address outstanding needs, and ensure work continues moving forward.

• Assists in tracking departmental goals, key initiative, reporting metrics that are related to advocacy, member experience and sales.

• Maintain logs and records related to updates and compliance requirements

• Creates and modifies company forms and documents using Adobe Acrobat Pro, Microsoft Word, or other appropriate software

What You’ll Need to Be Successful:

• Associate’s degree or equivalent combination of education and relevant work experience required

• 1 year of related work experience preferred

• Strong organizational skills and attention to detail

• Excellent written and verbal communication skills

• Ability to handle sensitive and confidential information with professionalism and discretion

Why Choose WESTconsin:

• Health, Dental, and Vision Insurance Plans
• Annual Healthy Living Fund Contribution
• Student Loan Repayment Program
• Competitive Salary
• Impressive 401(k) Contribution and Match Plan
• Paid Time Off Accrual
• 11 Paid Holidays

Visit WESTconsin Careers (https://recruiting2.ultipro.com/WES1035WCR/JobBoard/38aaf55c-6f99-4ccf-8430-3e896fd0435c/?q=&o=postedDateDesc)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.