Community Engagement Relationship Manager - Legacy Markets

FourLeaf Career•Bethpage, NY
•Hybrid

About The Position

FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with hiring incredible people and giving them a great place to work. This role focuses on cultivating relationships with communities, including underserved and multicultural ones, by working with businesses, community leaders, local municipalities, civic leaders, not-for-profit organizations, and school districts. The position involves developing and executing community programs to increase brand recognition, educational wellness, and memberships. All Community Engagement Relationship Managers (CERMs) are assigned specific lead areas of responsibility within the business unit. Spanish speaking is preferred.

Requirements

  • Bachelor's Degree required.
  • 1-4 years of experience.
  • Spanish speaking preferred.

Nice To Haves

  • Obtain Credit Counseling certification to deliver financial wellness coaching and education.

Responsibilities

  • Cultivate relationships with all communities, including underserved and multicultural communities, serviced by FourLeaf by working with businesses, community leaders, local municipalities, civic leaders, not-for-profit organizations and school districts.
  • Develop and execute community programs that will increase brand recognition, educational wellness and memberships within the communities we serve.
  • Participate in FourLeaf advocacy efforts.
  • Focus on community outreach and support efforts in building brand awareness of our product and services through our legacy footprint on Long Island and growing markets through traditional and virtual channels.
  • Engage with local businesses, civic organizations, local municipalities, elected officials, school districts, and non-for-profits.
  • Support the VITA (Volunteer Income Tax Assistance) tax program for low to moderate individuals.
  • Build relationships with community partners, local municipalities, and government advocacy groups.
  • Attend and support FourLeaf community, brand, and volunteer events in person, during the week, weekends, evenings, and potential holidays.
  • Support all branches with Community engagement.
  • Conduct monthly visits to all branches in assigned regions.
  • Organize and deliver Educational Wellness seminars/webinars on various topics such as social security, fraud, and FASFA.
  • Maintain good relationships with members, non-profit partners, and community members to identify opportunities for offering financial literacy seminars/webinars.
  • Search for new beneficial financial literacy topics and presentations that are engaging and interactive for members and non-members.
  • Offer financial literacy programs at various businesses, organizations, and schools.
  • Stay current on new trends in financial wellness and innovate new programs and delivery channels.
  • Obtain Credit Counseling certification to deliver financial wellness coaching and education.
  • In collaboration with Communications and Human Resources, create and execute employee engagement events for all teammates.
  • Work with Managers, VPs, and/or SVPs on special projects.
  • Share and communicate with Manager Community Engagement & VP Community and Corporate Engagement for support.

Benefits

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Life insurance
  • Disability insurance
  • Voluntary benefit programs
  • 401(k) plan with employer match
  • Reimbursement programs
  • Wellness programs
  • Annual performance-based bonus
  • Tuition reimbursement programs
  • Fitness reimbursement programs
  • Flexible work options
  • Volunteer opportunities
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