Community Development Specialist II

Wellby Financial•Webster, TX

About The Position

The Community Development Specialist II (CDS II) serves as a strategic liaison between Wellby and key community stakeholders, including government agencies, educational institutions, and nonprofit organizations. Focused on Wellby’s designated markets in the Greater Houston area, the CDS II identifies and addresses community development needs that align with the organization’s growth objectives. This role helps drive member acquisition, expand market reach, and strengthen Wellby’s brand in the financial sector by building strategic, targeted partnerships. By working closely with community partners and internal experts, CDS II provides tailored financial solutions that address local needs and support Wellby’s mission to empower members financially and deliver long-term value.

Requirements

Knowledge of Wellby’s organizational functions, general operating policies and procedures and credit union best practices.
Knowledge of credit union products, services, and regulatory requirements that impact event planning and member engagement.
Knowledge of general office practices and procedures, business English, spelling, punctuation, and arithmetic.
Knowledge of retail product philosophy, banking industry best practices, and regulations.
Knowledge of personal computers and proficiency utilizing Microsoft Office Suite products or related software.
Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.
Skilled in data organization and implementation into readable formats and spreadsheets.
Skilled in effective verbal and written communication to prepare and conduct presentations, training seminars, and workshops.
Skilled in interpersonal skills for exchanging accurate information across diverse audiences.
Skilled in above-average analytical and reasoning abilities.
Skilled in solid influence skills.
Ability to work outside of business hours, occasional evenings or weekends, to attend events or meetings.
Ability to assess business and customer needs and implement successful solutions using creativity, innovation, and judgment.
Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Ability to initiate, develop and maintain strong, effective relationships.
Ability to communicate clearly and concisely, orally and in writing.
Ability to be trustworthy and act with integrity.
Ability to work collaboratively and openly share ideas as part of a cross-functional team.
Ability to work effectively across organizational departments and functions to achieve strategic goals.
Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, deal effectively with the public, and establish and maintain effective working relationships with other team members.
Ability to work in a fast-paced team environment with exceptional customer service skills.
Ability to motivate others and to work in a large cross-functional team dynamic.
Ability to coordinate several concurrent activities simultaneously.
Ability to provide excellent time management skills with a proven ability to meet deadlines.
Ability to provide strong analytical and problem-solving skills.
Ability to exercise independent judgment.
Ability to maintain strict confidentiality
Bachelor’s degree in business, finance, marketing, or a related field required.
Minimum five (5) - seven (7) years of experience in a marketing role; business development /account sales representative required.
Minimum five (5) years of professional work with leadership roles involving community development projects, team oversight, and strategic partnerships.
A valid Texas driver’s license is required (must be obtained within 30 days of the hire date), and reliable transportation for off-site events.
Bondable For All Candidates

Nice To Haves

Experience marketing business to consumer (B2C) and business-to-business (B2B) preferred.
An equivalent combination of education and experience may substitute for stated qualifications.

Responsibilities

Willingness and ability to exhibit Wellby Core Values every day.
Works purposefully and is driven to provide the best team member experience.
Responsible for delivering our vision of building lifelong relationships with our existing members and the community by developing long-lasting relationships with community partners (professional work groups, DEI organizations, non-profits, etc.).
Handle Wellby’s philanthropic efforts and initiatives in the community
Foster strong initial connections by building rapport, understanding their needs, and establishing a positive foundation for successful ongoing relationships.
Maintain active membership and professional involvement with Greater Houston area chambers, fostering collaborative relationships, contributing new sales, and staying informed about industry developments
Develop and implement strategic outreach initiatives to identify and acquire new clients and drive sales growth
Support organizational sales goals by identifying and pursuing outreach and engagement opportunities
Responsible for Wellby’s Shred Days event planning, logistics, and coordination
Visit at least three branches per week to maintain relationships with Branch Managers and discuss new opportunities for community partners.
Nurture high-impact partnerships with nonprofit organizations, educational institutions, housing groups, and small business networks.
Actively identify and mitigate several risks, including operational and reputational.
Creates and shares content that highlights the company and showcases its team members or teams
Provide weekly reports and feedback to the senior leadership regarding performance and results for department KPI and metrics.
Handles inquiries from community members and stakeholders and seeks out a subject matter expert or spokesperson when appropriate.
Represent the credit union in key coalitions, community boards, and outreach events to increase visibility and member growth.
Serve as a trusted advisor and mentor to community development professionals, guiding them in executing mission-aligned programs and expanding organizational reach.
Represent and promote Wellby's financial education and wellness offerings at community and corporate business development events as directed.
Performs other duties as assigned.