CA-Business/Community Development Representative

CEFCU•San Jose, CA

1d•$31 - $36

About The Position

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! Contributes to growth and profitability by actively marketing CEFCU products and services, maintains a constant awareness of corporate marketing campaigns, strategies and goals. Executes those objectives through email, telephone contact and personal visits with partner group representatives. Is responsible for individual goal achievement as well as supporting departmental goals as assigned. Identifies financial literacy opportunities and develops business relationships with local schools and organizations. Coordinates and plans public/community relations activities to increase market share and project a positive corporate image. Enhances member and community financial wellbeing through financial education and the cross selling of CEFCU products and services. Builds growth with the effective implementation of sales and service strategies within communities served. Responsible for premium inventory control, coordinating CEFCU’s presence at community fairs and festivals, requesting advertisements for CEFCU event program placement, and organizing CEFCU Member Center Celebrations. Partners with Member Center teams to coordinate and implement Member Center Marketing promotions to support corporate objectives. Works with Member Center staff to support a consistent brand portrayal and ensure consistent implementation of CEFCU corporate brand/communication standards.

Requirements

High school diploma or equivalent is required.
One to three years of communications, business, or marketing experience in a professional work environment.
Must possess a current, valid driver’s license, and acceptable driving record, and personal vehicle insurance.
Must register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
Bilingual communication skills in Spanish. (Only required for one of the three positions.)

Nice To Haves

College degree in Communications, Business, or Marketing.
One to three years of communications, business, or marketing experience in a credit union or bank.
Knowledge of CEFCU products and services.
Superior critical thinking, time management, and interpersonal skills, including the ability to build consensus.
Experience with public speaking and giving formal presentations.
Project management experience.
Professional and/or promotional writing skills.

Responsibilities

Actively marketing CEFCU products and services
Maintains a constant awareness of corporate marketing campaigns, strategies and goals
Executes those objectives through email, telephone contact and personal visits with partner group representatives
Responsible for individual goal achievement as well as supporting departmental goals as assigned
Identifies financial literacy opportunities and develops business relationships with local schools and organizations
Coordinates and plans public/community relations activities to increase market share and project a positive corporate image
Enhances member and community financial wellbeing through financial education and the cross selling of CEFCU products and services
Builds growth with the effective implementation of sales and service strategies within communities served
Responsible for premium inventory control, coordinating CEFCU’s presence at community fairs and festivals, requesting advertisements for CEFCU event program placement, and organizing CEFCU Member Center Celebrations
Partners with Member Center teams to coordinate and implement Member Center Marketing promotions to support corporate objectives
Works with Member Center staff to support a consistent brand portrayal and ensure consistent implementation of CEFCU corporate brand/communication standards.

Benefits

Financial Merit-based raises
Health and Welfare
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP, California - Kaiser Permanente HMO)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan – Pension
Defined Contribution Plan – 401K
Additional Benefits
Employee Assistance Program
California Commuter Benefit Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program