Sr Community Outreach & Education Consultant (Coralville)
About The Position
Dupaco is looking for a results-driven Sr. Community Outreach and Education Consultant to lead strategic efforts in expanding our book of business and deepening member engagement across chartered areas. This role is centered on identifying growth opportunities, cultivating new relationships, and driving business development through community outreach and financial education. You’ll work directly with current and prospective members to understand their needs, connect them with impactful financial solutions, and help them achieve long-term financial well-being—all while contributing to the organization’s growth. #DupacoDifference. https://www.youtube.com/watch?v=Oy_rZxNXcC8 Dupaco Values: Demonstrates Dupaco Values: Rooted in Trust, Empathetic Understanding, Strengthening Relationships, Advocate for All and Invest in You
Requirements
- Bachelor’s degree in related field or equivalent experience.
- 5+ years of financial industry experience with emphasis on lending, sales, service, or business development.
- Must be self-starter with high energy and motivation.
- Excellent written, verbal, public speaking, and presentation skills.
- Ability to make sound decisions based on understanding of financial industry regulations.
- Ability to travel to various sites.
Responsibilities
- Assist with credit union growth by increasing membership and member deposits and loans.
- Manage on-going relationships with businesses and partnerships through regular communication and on-site visits.
- Onboard new members in a quick-paced environment while maintaining a high level of accuracy.
- Identify existing member and new member needs with a focus on deepening relationships by looking for ways to increase the average number of products per member.
- Generate leads with the intent to grow your book of business independently.
- Identify loan referrals by reading credit reports.
- Provide a high volume of qualified sales referrals to subject matter experts by leveraging a comprehensive understanding of credit union products and services.
- Create and deliver presentations to educate and promote Dupaco products and services.
- Utilize technology to enhance business and member relationships, including tracking sales calls, visits, and presentations with current and prospective contacts.
- Share knowledge and market experience with peers and other team members.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
