Community Engagement Officer

Southland Credit Union • Los Alamitos, CA

10d

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 asset, and loan growth that positions the Credit Union as the financial institution of choice for retail/financial customers in the Credit Union's markets.

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 pro-active 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees