Community Relations Officer

Neighborhood Credit Union•Lancaster, TX

8d•$65,000 - $70,000•Onsite

About The Position

A Community Relations Officer is a brand ambassador who promotes Neighborhood Credit Union’s visibility and membership growth through involvement in on-site visits at Select Employee Groups and postal stations, as well as through networking. This sales position requires the ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner to community, educational, non-profit, postal, and Select Employee Group (SEG) organizations.

Requirements

High School graduate or equivalent.
Proficient in knowledge of policies and procedures.
Strong understanding of credit union operations.
Two or more years of related experience in generating sales leads.
Excellent communication and public relations skills.
Excellent organizational and communication skills.
Ability to analyze accounts.
Attentive to detail.
Well organized.
Ability to assist others.
Ability to use 10-key, PC, teller terminal, telephone, card machine, and all related business equipment.

Responsibilities

Assists and educates community partners and members.
Schedules on-site visits with SEGs and Community Partners, maintaining effective and consistent communication.
Conducts on-site credit union orientations for SEGs and postal stations.
Facilitates the creation, scheduling, and presentation of Financial Literacy Courses.
Communicates with Retail Branches regarding planned SEG visits and prospecting efforts.
Provides timely follow-up with members, employees, and SEG leads.
Serves as initial contact and representative for new SEG members, providing a warm hand off to branch relationship builder for continued onboarding and member support.
Educates SEG members on NCU’s products and digital services.
Interviews members to obtain information, explains available financial services, and assists members to make the most effective usage of service offerings.
Identifies, coordinates, and negotiates ongoing SEG opportunities.
Creates, cultivates, and deepens strategic community partnerships while representing the credit union's mission and philosophy through ongoing networking.
Identifies and solicits prospective SEG partnerships to build credit union membership penetration.
Stays abreast of individual community trends and economic development changes.
Maintains open communication and education with Retail staff to enhance their awareness of the Business Development Plan and services available to existing and potential SEGs and Community Partners.
Creates a strategic action plan to achieve individual production goals.
Provides monthly reports documenting sales results generated by business development and community relation’s efforts.
Utilizes SEG data from PowerBI dashboard to gain greater member utilization.
Collaborates with Marketing for intentional marketing to SEG members based on data analysis.
Responsible for the analysis of relevant statistics from Business Development data, making recommendations to management when applicable.