Community Relations Officer

Open Locations

Description

Essential Duties and Responsibilities

• Assumes responsibility for the effective and timely performance of assisting and educating 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 on a consistent basis.
  • Facilitates in the creation, scheduling, and presentation of Financial Literacy Courses as a SEG benefit and as a supplement to Neighborhood Credit Union Foundation.
  • 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.
• Assumes responsibility for establishing and maintaining professional business relations within the organization, with partners, and in the community.
  • 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.
• Assumes responsibility for the effective reporting and analysis of data.
  • Takes initiative to create 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.        
    
    

Knowledge and Experience

• Education/Certification
  • High School graduate or equivalent.
• Experience Required
  • Two or more years of related experience in generating sales leads.
    
• Required Knowledge
  • Proficient in knowledge of policies and procedures.
  • Strong understanding of credit union operations.