Growth Officer

UNIVERSITY CREDIT UNION•Los Angeles, CA

3d•Onsite

About The Position

KEY DUTIES AND RESPONSIBILITIES Responsible for supporting the delivery of strategies and related tactics to build relationship programs that engage the University Community. Uses knowledge gained through relationship development to increase penetration within designated University Partners and SEGs (B2B relationships). Proactively executes the strategies to solidify, nurture and grow UCU’s relationship with designated University Partners and SEGs. Develops, maintains and leverages contact lists for current and new University Partners or members in the Credit Union’s field of membership. Attends various meetings in the University Community and at SEGs to raise the profile of UCU, develop new business prospects and promote the credit union. Understands all Contractual Obligations and be knowledgeable of our University Partners and SEGs. Act to deepen relationships with our University Partners and SEGs and grow our impact. By listening to our member’s needs, support the development of unique or creative programs to enhance our relationships with University Partners and SEGs. Support the effective identification, planning, and completion of university engagement activities. Contacts and visits prospective and existing University Partners and SEGs to share information on benefits of membership and available products/services, with a focus on the credit union’s core products. Collaborates and supports the creation of programs to solve for university stakeholder financial pain points. Develops and presents educational sessions on financial services to groups to promote credit union products (in-person and virtual). Contacts current and potential member base using follow-up methods via telephone, virtual meeting, Synapsys, site visits, letters, emails, and direct mail campaigns. Works with University Partners and SEGs to coordinate attendance at appropriate events and address related questions (orientation schedules, membership packets, etc.). Identifies and acts upon marketing opportunities with University Partners and SEGs. Maintains an up-to-date contact tracking tool and manages credit union University Partner and SEGs list. Promotes all products and services, achieving individual and department targets as designated by the Chief Growth Officer. Uses consultative sales process and upholds credit union values. Responsible for building and maintaining effective communication and coordination with Credit Union personnel and with management. Participates and supports Growth Department meetings and activities. Shares successes internally to institutionalize competitive advantage across the university portfolio. Partners closely with branches and other UCU departments to enable and ensure cohesive services and operations for all members and stakeholders. Supports and assists Growth team colleagues and provides back-up support as necessary. Keeps management informed of area activities and of any significant concerns. Refers member-owners to internal financial experts when necessary. Must possess strong interpersonal and influencing skills and the ability to interact independently with all levels of management and non-management as a respected advocate for UCU. Responsible for related duties as required or assigned. Completes special projects as assigned (please note that some activities may take place in the evenings or weekends). Stays current with financial and public relations trends. Ensures that work area is clean, secure, professional, and well maintained. Self-driven and motivated. Position requires a high degree of professionalism, judgement, ethics, integrity, emotional intelligence, maturity, and ability to maintain strict confidentiality. Know our products and how they compare to the competition. Must successfully complete CCUFC within 6 months of starting this role.

Requirements

Associate degree in marketing, sales, or business-related field required.
Basic knowledge of Credit Union/ financial sector operations.
Understanding of business and media processes.
Minimum of one year of related experience, ideally in a sales environment.
Excellent oral and written communication skills.
Well organized.
Attentive to detail.
Strong project management abilities.
Able to use related computer applications.
An independent thinker and self-starter.
“Can do” approach to resolving issues and overcoming objections.

Nice To Haves

Bachelor’s degree preferred.
Additional business development training preferred in a credit union, banking or financial environment where a consultative sale approach is used.

Responsibilities

Responsible for supporting the delivery of strategies and related tactics to build relationship programs that engage the University Community.
Uses knowledge gained through relationship development to increase penetration within designated University Partners and SEGs (B2B relationships).
Proactively executes the strategies to solidify, nurture and grow UCU’s relationship with designated University Partners and SEGs.
Develops, maintains and leverages contact lists for current and new University Partners or members in the Credit Union’s field of membership.
Attends various meetings in the University Community and at SEGs to raise the profile of UCU, develop new business prospects and promote the credit union.
Understands all Contractual Obligations and be knowledgeable of our University Partners and SEGs.
Act to deepen relationships with our University Partners and SEGs and grow our impact.
By listening to our member’s needs, support the development of unique or creative programs to enhance our relationships with University Partners and SEGs.
Support the effective identification, planning, and completion of university engagement activities.
Contacts and visits prospective and existing University Partners and SEGs to share information on benefits of membership and available products/services, with a focus on the credit union’s core products.
Collaborates and supports the creation of programs to solve for university stakeholder financial pain points.
Develops and presents educational sessions on financial services to groups to promote credit union products (in-person and virtual).
Contacts current and potential member base using follow-up methods via telephone, virtual meeting, Synapsys, site visits, letters, emails, and direct mail campaigns.
Works with University Partners and SEGs to coordinate attendance at appropriate events and address related questions (orientation schedules, membership packets, etc.).
Identifies and acts upon marketing opportunities with University Partners and SEGs.
Maintains an up-to-date contact tracking tool and manages credit union University Partner and SEGs list.
Promotes all products and services, achieving individual and department targets as designated by the Chief Growth Officer.
Uses consultative sales process and upholds credit union values.
Responsible for building and maintaining effective communication and coordination with Credit Union personnel and with management.
Participates and supports Growth Department meetings and activities.
Shares successes internally to institutionalize competitive advantage across the university portfolio.
Partners closely with branches and other UCU departments to enable and ensure cohesive services and operations for all members and stakeholders.
Supports and assists Growth team colleagues and provides back-up support as necessary.
Keeps management informed of area activities and of any significant concerns.
Refers member-owners to internal financial experts when necessary.
Must possess strong interpersonal and influencing skills and the ability to interact independently with all levels of management and non-management as a respected advocate for UCU.
Responsible for related duties as required or assigned.
Completes special projects as assigned (please note that some activities may take place in the evenings or weekends).
Stays current with financial and public relations trends.
Ensures that work area is clean, secure, professional, and well maintained.
Self-driven and motivated.
Position requires a high degree of professionalism, judgement, ethics, integrity, emotional intelligence, maturity, and ability to maintain strict confidentiality.
Know our products and how they compare to the competition.
Must successfully complete CCUFC within 6 months of starting this role.