What are the responsibilities and job description for the Outreach and Client Business Advisor position at WWBIC?
JOB REQUIREMENTS: ESSENTIAL JOB FUNCTIONS Increase awareness of WWBIC\'s
services and resources, referrals, and usage of WWBIC\'s training and
lending products and services throughout a specific WWBIC market to
current and potential entrepreneurs. Coordinate and deliver outreach
efforts to new clients and businesses in a targeted market. Assess
client needs and utilize direct business coaching via one-on-one
consultations, workshops, or small group counseling sessions to
successfully meet the needs of the client. Effectively communicate
client needs and observations with team members, working in tandem to
develop action plans and create clear hand-offs between team members as
needed to best serve the client. Coordinate and implement outreach
efforts to assist with overall WWBIC development opportunities, training
opportunities, and lending opportunities for current and potential
business owners by utilizing multifaceted outreach methods including
presentations, community resource opportunities, one-on-one meetings,
printed collateral, social media, etc. Provide strategic outreach to
identify opportunities to promote Kiva to entrepreneurs in the City of
West Allis by leveraging borrower networks, community events,
partnership development and creative marketing strategies. Ensure that
all outreach strategies are consistent with WWBIC\'s mission and overall
goals and objectives. Collect, track, and input counseling hours and all
data needed into Neoserra monthly, assisting the region in successfully
meeting all deliverables. Monitor and assist in the fulfillment of
related contracts. Work with Regional Director to implement regular
outreach and program promotion, to foster new and existing
relationships, and to ensure collaborative partnerships with other
economic development entities and private sector partners. Represent
WWBIC at local, regional, statewide functions, meetings, conferences,
etc. Assist in overall mission of WWBIC by working in a team environment
to effectively complete other duties as assigned. SUPERVISORY
RESPONSIBILITY None The above statements are intended to describe the
general nature and level of work being performed by people assigned to
do this job. The above is not intended to be an exhaustive list of all
responsibilities and duties requires. \*External and internal
applicants, as well as position incumbents who become disabled as
defined under the Americans with Disabilities Act, must be able to
perform the essential job functions (as listed) either unaided or with
the assistance of a reasonable accommodation to be determined by
management on a case-by-case basis. EOE Establish and maintain
relationships with other agencies and organizations in community to meet
community needs and to ensure that services are not duplicated.
\*\*\*\*\* OTHER EXPERIENCE AND QUALIFICATIONS: QUALIFICATIONS Minimum
three to five years\' experience, preferably working with small business
or in economic development, preferably with a focus on service
low-to-moderate income individuals. Bachelor\'s degree or equivalent
Experience Required. Must Possess Familiarity With Assigned Targeted
markets. Excellent organizational, analytical, inter-personal
communication skills and attention to detail a must. Requires good
verbal communication skills with all audiences, ability to meet
deadlines and demonstrate professionalism. Spanish Speaking A Plus- Must
have demonstrable computer skills including Microsoft Office skills with
access database experience a plus. Valid driver\'s license and proof of
liability and property damage insurance on vehicle used is required as
position requires local travel and evening/occasional weekend work can
be expected. The ideal person is flexible, positive, and has a sense of
humor. Must always present a positive professional appearance. WORKING
CONDITIONS/PHYSICAL DEMANDS Work is generally more sedentary in nature
with movement required. Work i primarily performed within an office
environment with standard office equipment although some travel is
required. Must be able to read, write, and communicate fluently in
English. Must have clarity of vision. The above statements are intended
to describe the general nature and level of work being performed by
people assigned to do this job. The above is not intended to be an
exhaustive list of all responsibilities and duties requires. \*External
and internal applicants, as well as position incumbents who become
disabled as defined under the Americans with Disabilities Act, must be
able to perform the essential job functions (as listed) either unaided
or with the assistance of a reasonable accommodation to be determined by
management on a case-by-case basis. EOE \*\*\*\*\* APPLICATION
INSTRUCTIONS: E-Mail a Rsum: soquinn@wwbic.com Apply Online:
www.wwbic.com
services and resources, referrals, and usage of WWBIC\'s training and
lending products and services throughout a specific WWBIC market to
current and potential entrepreneurs. Coordinate and deliver outreach
efforts to new clients and businesses in a targeted market. Assess
client needs and utilize direct business coaching via one-on-one
consultations, workshops, or small group counseling sessions to
successfully meet the needs of the client. Effectively communicate
client needs and observations with team members, working in tandem to
develop action plans and create clear hand-offs between team members as
needed to best serve the client. Coordinate and implement outreach
efforts to assist with overall WWBIC development opportunities, training
opportunities, and lending opportunities for current and potential
business owners by utilizing multifaceted outreach methods including
presentations, community resource opportunities, one-on-one meetings,
printed collateral, social media, etc. Provide strategic outreach to
identify opportunities to promote Kiva to entrepreneurs in the City of
West Allis by leveraging borrower networks, community events,
partnership development and creative marketing strategies. Ensure that
all outreach strategies are consistent with WWBIC\'s mission and overall
goals and objectives. Collect, track, and input counseling hours and all
data needed into Neoserra monthly, assisting the region in successfully
meeting all deliverables. Monitor and assist in the fulfillment of
related contracts. Work with Regional Director to implement regular
outreach and program promotion, to foster new and existing
relationships, and to ensure collaborative partnerships with other
economic development entities and private sector partners. Represent
WWBIC at local, regional, statewide functions, meetings, conferences,
etc. Assist in overall mission of WWBIC by working in a team environment
to effectively complete other duties as assigned. SUPERVISORY
RESPONSIBILITY None The above statements are intended to describe the
general nature and level of work being performed by people assigned to
do this job. The above is not intended to be an exhaustive list of all
responsibilities and duties requires. \*External and internal
applicants, as well as position incumbents who become disabled as
defined under the Americans with Disabilities Act, must be able to
perform the essential job functions (as listed) either unaided or with
the assistance of a reasonable accommodation to be determined by
management on a case-by-case basis. EOE Establish and maintain
relationships with other agencies and organizations in community to meet
community needs and to ensure that services are not duplicated.
\*\*\*\*\* OTHER EXPERIENCE AND QUALIFICATIONS: QUALIFICATIONS Minimum
three to five years\' experience, preferably working with small business
or in economic development, preferably with a focus on service
low-to-moderate income individuals. Bachelor\'s degree or equivalent
Experience Required. Must Possess Familiarity With Assigned Targeted
markets. Excellent organizational, analytical, inter-personal
communication skills and attention to detail a must. Requires good
verbal communication skills with all audiences, ability to meet
deadlines and demonstrate professionalism. Spanish Speaking A Plus- Must
have demonstrable computer skills including Microsoft Office skills with
access database experience a plus. Valid driver\'s license and proof of
liability and property damage insurance on vehicle used is required as
position requires local travel and evening/occasional weekend work can
be expected. The ideal person is flexible, positive, and has a sense of
humor. Must always present a positive professional appearance. WORKING
CONDITIONS/PHYSICAL DEMANDS Work is generally more sedentary in nature
with movement required. Work i primarily performed within an office
environment with standard office equipment although some travel is
required. Must be able to read, write, and communicate fluently in
English. Must have clarity of vision. The above statements are intended
to describe the general nature and level of work being performed by
people assigned to do this job. The above is not intended to be an
exhaustive list of all responsibilities and duties requires. \*External
and internal applicants, as well as position incumbents who become
disabled as defined under the Americans with Disabilities Act, must be
able to perform the essential job functions (as listed) either unaided
or with the assistance of a reasonable accommodation to be determined by
management on a case-by-case basis. EOE \*\*\*\*\* APPLICATION
INSTRUCTIONS: E-Mail a Rsum: soquinn@wwbic.com Apply Online:
www.wwbic.com