Community Engagement Officer

Southland Credit Union•Los Alamitos, CA

About The Position

This position carries out initiatives for expanding the Credit Union member base in a profitable manner, consistent with the strategic plan. Accountable for contributing to the Credit Union's long-term success through the execution of member acquisition assets, and loan growth that positions the Credit Union as the financial institution of choice for retail/financial customers in the Credit Union's markets. Major Duties and Responsibilities -Primary accountability for meeting or exceeding credit union growth goals for membership, loans, and deposits as established with your manager. -Partners with sponsor groups to promote the value of Credit Union membership to their employees, developing new members from new and existing SEGS as well as local businesses through a variety of methods, including but not limited to, prospecting, cold/warm calling, referrals, open enrollments, employee meetings, and new employee orientation programs. Maintains and grows relationships with current members through proactive activities consistent with its mission. -Calls on and develops a referral network with real estate brokers, business/professional associations, accountants, lawyers, etc. to solicit lending and deposit relationships. Conducts effective networking, outreach strategies and on-site visits to determine the business' feasibility and SEG needs. -Contributes to the formulation, coordination, and implementation of the Credit Union's sales, plans, goals and objectives. -Performs other duties as assigned. Expectations: 1. To meet or exceed the Credit Union's planned market share, assets, loans, and other product/service objectives as established with your manager, and within budget. 2. Pro-actively seeks information from members and prospective members to understand emerging business environment, needs and desired benefits, and recommends new products or service alternatives. 3. Tracks, measures and reports business development efforts, sales, and special events. Works with the Community Engagement Manager to identify and overcome the cause of under-performance and to process and performance improvement targets. 4. Attend Weekly Sales meetings at assigned branches to ensure Branch staff are aware of Community Engagement activities taking place. 5. Works in concert with Branch Management and staff to ensure an elevated level of service is experienced by all members through relationship building efforts, communications, and processes. 6. Works in concert with the Community Engagement Manger and Marketing to develop effective sales programs and collateral materials to support Community Engagement efforts. 7. Ensure compliance with SCU security and performance standards, and all State and Federal laws and regulations, including but not limited to, the Bank Secrecy Act (BSA), Office of Foreign Asset Control) OFAC) and the Patriot Act in the performance of your duties as applicable. Knowledge and Skills Experience: At least two years of progressively responsible experience in outside sales or business development within a business enterprise; or an equivalent combination of training and experience. Education: Graduation from a four-year college or university with major course work in business, finance/accounting, marketing, or a closely related field; or an equivalent combination of training and experience. Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job. Other Skills: The knowledge, skills, and abilities necessary to successfully fulfill the accountabilities illustrated in this position description. Travel: Travel may vary depending on business needs, events, and networking opportunities, and may be up to approximately 70%. The primary territory will include areas surrounding our locations in Santa Monica, Los Angeles, and Downey. Hours & Events: Work hours may vary based on scheduled events, networking activities, and business demands. The position requires flexibility, including availability to work evenings and weekends as needed to support events and organizational initiatives. This Job Description is not a complete statement of all duties and responsibilities comprising this position . Southland Credit Union is an Equal Opportunity Employer.

Requirements

At least two years of progressively responsible experience in outside sales or business development within a business enterprise; or an equivalent combination of training and experience.
Graduation from a four-year college or university with major course work in business, finance/accounting, marketing, or a closely related field; or an equivalent combination of training and experience.
The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust.
Obtaining cooperation (internally and/or externally) is an important part of the job.
The knowledge, skills, and abilities necessary to successfully fulfill the accountabilities illustrated in this position description.

Responsibilities

Primary accountability for meeting or exceeding credit union growth goals for membership, loans, and deposits as established with your manager.
Partners with sponsor groups to promote the value of Credit Union membership to their employees, developing new members from new and existing SEGS as well as local businesses through a variety of methods, including but not limited to, prospecting, cold/warm calling, referrals, open enrollments, employee meetings, and new employee orientation programs.
Maintains and grows relationships with current members through proactive activities consistent with its mission.
Calls on and develops a referral network with real estate brokers, business/professional associations, accountants, lawyers, etc. to solicit lending and deposit relationships.
Conducts effective networking, outreach strategies and on-site visits to determine the business' feasibility and SEG needs.
Contributes to the formulation, coordination, and implementation of the Credit Union's sales, plans, goals and objectives.
Performs other duties as assigned.
To meet or exceed the Credit Union's planned market share, assets, loans, and other product/service objectives as established with your manager, and within budget.
Pro-actively seeks information from members and prospective members to understand emerging business environment, needs and desired benefits, and recommends new products or service alternatives.
Tracks, measures and reports business development efforts, sales, and special events.
Works with the Community Engagement Manager to identify and overcome the cause of under-performance and to process and performance improvement targets.
Attend Weekly Sales meetings at assigned branches to ensure Branch staff are aware of Community Engagement activities taking place.
Works in concert with Branch Management and staff to ensure an elevated level of service is experienced by all members through relationship building efforts, communications, and processes.
Works in concert with the Community Engagement Manger and Marketing to develop effective sales programs and collateral materials to support Community Engagement efforts.
Ensure compliance with SCU security and performance standards, and all State and Federal laws and regulations, including but not limited to, the Bank Secrecy Act (BSA), Office of Foreign Asset Control) OFAC) and the Patriot Act in the performance of your duties as applicable.