Member Outreach Officer I/ II

The Member Outreach Officer I serves as a brand ambassador within the local community to promote the benefits of EdFed membership, while supporting strategic growth of the business and pursuing opportunities for ongoing acquisition of new members, loans and deposit accounts.

DESCRIPTION

1. Serves as an ambassador to an assigned region of local schools and branches while promoting the benefits of EdFed membership through external events at local schools, colleges, associations and community groups to drive new CU business.

2. Collaborates under the direction of the Member Outreach Director and Manager to maximize brand recognition for increased business development opportunities.

3. Manages schedules to ensure that all assignments, relationship goals, outbound calls, activities and events are accurately logged in a contact management solution on a daily basis.

4. Maintain records and prepare monthly reports on community outreach activities, business relationships, Select Employee Group engagement efforts, and the results of those activities.

5. Build a database of viable prospects for new sponsor relationships and schedule to the business development meetings to increase our EdFed field of membership.

6. Actively participate in festivals, fairs and trade shows to promote new business for the Credit Union.

7. Assists with new membership and lending applications during field-based events to drive successful achievement of organizational growth objectives.

8. Assists in the staging and setup of promotional events and exhibits at school-based and community events.

9. Assists in the deployment of retail marketing campaigns throughout the assigned locations and events including facilitation of outbound promotions via lobby, phone, and sponsor on-sites..

10. Participates in team meetings to share best practices in membership marketing while serving as a subject-matter mentor to peers, staff and students.

11. Supports the Member Outreach Director and Manager and the Financial Education team in the development of the educational curriculum for the High School Branch Program.

12. Assists the Member Outreach Director and Manager in the development of member on-boarding strategies and other member engagement initiatives.

13. Required to have the ability to travel throughout all regions to provide staffing assistance when necessary.

14. Must have comfort in speaking in front of both small and large groups including in classroom presentations and community events.

15. Weekend, evening hours and travel may be required.

16. Collaborates with Retail and Lending stakeholders in the creation of targeted promotional campaigns.

17. Stays abreast of individual community trends and economic development changes. Tracks and measures event participation results. Makes recommendations to maximize return on future investments of events, sponsorships, philanthropic initiatives and donations.

18. Facilitates the Summer Youth Internship Program and coordinating student and parent presentations

19. Perform other duties as assigned by management.

JOB QUALIFICATIONS & SPECIFICATIONS

1. Excellent written and verbal communication skills.

2. Positive, dynamic leader with strong ability to build relationships and network

3. Strong organization, prioritization, analytical and problem solving ability.

4. Team player with ability to interact with all levels of staff in the organization.

5. Working knowledge of PC applications including Microsoft Office.

6. Must be able to maintain a high level of confidentiality.

Equal Opportunity Employer
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