Financial Wellness Educator

Summit Federal Credit Union•City of Syracuse, NY

4d•Hybrid

About The Position

The Business Relations Account Executive/ Financial Wellness Educator is directly responsible for supporting The Summit’s efforts to attract and retain members by building and maintaining high-quality relationships with current member groups, potential member groups and community organizations. This role drives strategic relationship management, delivers financial educational presentations, and actively participates in business networking. The Business Relations Account Executive/ Financial Wellness Educator must possess a strong knowledge of the local business and non-profit community, ideally with an established network of contacts. This individual must be comfortable promoting the credit union’s offerings to key stakeholders including senior leaders, as well as employees of member groups and community organizations. The Business Relations Account Executive/ Financial Wellness Educator must perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values.

Requirements

Bachelor’s degree in Business Administration, Marketing, or Communications OR equivalent work experience
A minimum of 3-5 years of account relationship management and/or customer service experience.
Public speaking experience, including demonstrated ability to present effectively in both a physical and virtual environment, is preferred.
Working knowledge of financial products and services is preferred.
Experience with utilizing a CRM system to manage leads, opportunities and Member Group interactions.
A valid Driver’s License and reliable transportation must be maintained.
Must be a self-starter
Strong interpersonal skills with a focus on building rapport and developing partnerships
Must possess solid relationship-building and strong follow-up skills
Exceptional organizational and time management skills required
Strong collaboration skills and experience working as a team player
Excellent written communication skills
Computer proficiency in Windows Operating Systems: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Must have the ability to manage a large geographic territory by multitasking and completing projects in a timely fashion
Ability to take “full ownership” of issues until they are completely resolved
Proven sales and/or account management capabilities or equivalent experience
Strong ability to communicate at all levels within an organization, including senior managers and executives with tact and diplomacy
Must have the ability to work with teams within the credit union to resolve member company conflicts and complaints in a professional and efficient manner
Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures.
Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines.

Nice To Haves

Public speaking experience, including demonstrated ability to present effectively in both a physical and virtual environment, is preferred.
Working knowledge of financial products and services is preferred.

Responsibilities

Cultivate and grow strategic member group relationships by continuously imparting the value of The Summit to the organization and its employees
Deliver a variety of educational, product/service and enrollment-oriented presentations to member group employees and partner community groups. These may be administered virtually and/or in-person
Recruit employers to add The Summit as a member group and offer credit union membership to their employees
Collaborate with The Summit’s branch managers to solicit and maintain new and existing member group relationships. This includes identifying and executing member group affiliated sponsorship opportunities in support of the community engagement strategy
Proactively build relationships and generate business by representing the credit union at community tables, networking events, industry forums and credit union chapter events, including evenings and weekends
Develop and execute client-specific strategies to deepen and strengthen business relationships and drive membership growth and retention
Travel to client locations in all regions with a primary focus in Seneca Falls, Syracuse and Cortland to conduct face-to-face meetings with company representatives, participate in benefit fairs and deliver employee presentations
Regularly interact with Marketing Department staff and work in a collaborative manner to support promotional efforts and regional community engagement activities
Take a hands-on approach in executing sponsorship opportunities and events, including coordination and on-site involvement, ensuring all activities are completed in a timely manner
Regular in-person attendance (two days per month) at the Corporate Office is required
Strategically build and maintain strong cross-functional partnerships with the Business Services and Business Lending teams to generate qualified referrals
Become knowledgeable about The Summit’s products, services, and value proposition to employers
Consistently grow and foster a favorable company image
Provide exceptional member service
Entertain prospective and existing clients
Provide weekly and monthly activity reports to the Vice President of Marketing and Community Engagement
Monitor and report on credit union industry trends and competitors’ activities
Perform other related duties as assigned