Community Engagement Specialist

Partner Colorado Credit Union • Arvada, CO

1d • $27

About The Position

SUMMARY DESCRIPTION
The Community Engagement Specialist supports the Community Relations Manager and the Business Development Director in engaging with existing and prospective members, increasing brand awareness and growing the credit union’s membership base. This position will assist with the planning and execution of community events and financial literacy workshops, as well as the implementation of the credit union’s community relations and business development initiatives and activities.

CORE COMPETENCIES

Community Relations
Assist and facilitate financial literacy workshops by helping participants understand budgeting, saving, spending wisely, setting financial goals and more.
Assist with the planning and execution of community events and outreach programs, including logistics, setup, and scheduling.
Collaborate with the marketing department on outreach materials, event promotion, and community messaging.
Assist in maintaining databases of volunteers and partners, and preparing event-related documents.
As needed, make appearances as the credit union’s mascot (Big Buck) or manage mascot appearances: Mascot responsibilities include wearing a mascot costume, creating engaging experiences for audiences through energetic, non-verbal actions (such as giving high-fives), posing for photos, and maintaining the integrity of the character. Or, managing mascot appearances by physically guiding the mascot, ensuring the mascot’s safety, and helping the mascot engage with the audience.

Business Development
Assist in managing partnerships (from prospecting, to onboarding, to deepening engagement).
Open new accounts at onsite events when applicable.
Meet position-specific goals related to member growth, engagement and brand awareness.
Maintain a working knowledge of all credit union products, services, and programs.
Attend strategic business functions, including chamber/business after hours events, grand openings, etc.
Assist in maintaining records, including contacts, referrals, meetings, and outcomes using a Customer Relationship Management (CRM) system.
Follow up with event referrals via phone and/or email when needed, as well as assist with internal referrals between business development, lending, and branch teams to ensure continuity and accountability.
Support strategies to increase membership and product penetration.
Communicate professionally and persuasively within the organization and to external groups.

Requirements

• Able to work independently and accurately
• Able to collaborate with internal team members and outside partners
• Able to work a flexible schedule, including some evenings and weekends
• Outgoing and upbeat demeanor
• Fluent in English and Spanish
• Must be confident with public speaking
• Must be punctual and excellent with time management
• Must be a high energy, self-starter
• Ability to deliver engaging financial literacy presentations and lead group discussions
• Creative thinking, with the ability to brainstorm ideas for new programs and ways to engage the community and grow membership
• Displays professionalism in appearance and demeanor
• Excellent verbal and written communication skills
• Knowledge of Excel, Word and PowerPoint
• Ability to work on multiple projects simultaneously
• Understanding of financial products and services
• Must be organized and detailed
• Exhibit willingness to help people with empathy and non-judgement

Nice To Haves

• Associate’s degree in marketing, public relations, business or related field is preferred.
• At least two years proven success in financial services, training/education, business development, community relations, marketing or public relations.

Responsibilities

• Assist and facilitate financial literacy workshops by helping participants understand budgeting, saving, spending wisely, setting financial goals and more.
• Assist with the planning and execution of community events and outreach programs, including logistics, setup, and scheduling.
• Collaborate with the marketing department on outreach materials, event promotion, and community messaging.
• Assist in maintaining databases of volunteers and partners, and preparing event-related documents.
• As needed, make appearances as the credit union’s mascot (Big Buck) or manage mascot appearances
• Assist in managing partnerships (from prospecting, to onboarding, to deepening engagement).
• Open new accounts at onsite events when applicable.
• Meet position-specific goals related to member growth, engagement and brand awareness.
• Maintain a working knowledge of all credit union products, services, and programs.
• Attend strategic business functions, including chamber/business after hours events, grand openings, etc.
• Assist in maintaining records, including contacts, referrals, meetings, and outcomes using a Customer Relationship Management (CRM) system.
• Follow up with event referrals via phone and/or email when needed, as well as assist with internal referrals between business development, lending, and branch teams to ensure continuity and accountability.
• Support strategies to increase membership and product penetration.
• Communicate professionally and persuasively within the organization and to external groups.

Benefits

• There is a potential for Annual Performance Bonus, Medical Plans, Dental, Vision, HSA, 401(k) match, Life/AD&D, Accident, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Identity Theft, Paid Time Off, Paid Holidays, Personal and Professional Development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree