Associate Relationship Manager

1 week ago

Lake Mary, FL, United States Addition Financial Full time
We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics?

SUMMARY:

Addition Financial Credit Union is seeking a motivated, hands-on team player with a high level of independence who is willing to be flexible and work on a variety of tasks to support our Community Engagement and Partnerships Department.

The Community Engagement and Partnership Specialist is responsible for coordinating various community events to promote Addition Financial and generate account growth. The Specialist works with department relationship managers at all college partners, school districts, and local business partners to promote the credit union in a positive way. The job duties of a Specialist also include facilitating financial education, growing membership and building professional connections/partnerships.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Deepen relationships with partners and surrounding communities while also developing new partnerships in the communities we serve.
  • Responsible for membership growth through accounts opened with credit union
  • Build awareness and support for the Addition Financial brand
  • Facilitate and ambassador financial education workshops
  • Plan, organize, and execute community events to enhance relationships between Addition Financial and community partners
  • Assist Relationship Managers with back up support to maintain cohesive community relationships and partnerships
  • Facilitate new hire orientation with school districts and other businesses
  • This role requires travel to all the counties we serve, approximately 70% of the time. Required travel Is reimbursed.
  • Performs other duties and responsibilities as assigned by management
  • Bilingual (Spanish Speaking) strongly preferred
Requirements

Education:
  • High School diploma or GED Equivalent
Experience:
  • Participate in community and professional organizations and associations
  • Operations in Credit Union or other retail banking experiences
Applicable system or program knowledge:
  • Symitar
  • Synapsys
  • Proficiency in Excel
WORKING WITH US:

We’re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people’s lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:
  • 401k with profit sharing contribution
  • Comprehensive medical, dental and vision coverage from leading insurance providers
  • Continuing education and up to $5,000 in tuition assistance annually
  • Generous vacation and sick pay
  • Paid parental leave and volunteer time off
  • Major holidays off including Federal holidays that many other industries don't observe
  • Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts


At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member’s diverse viewpoints and work together so that everyone’s voices are heard. So, if you’re ready to take your career to the next level, Count Us In®.

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 notice from the Department of Labor.

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