Reports to: Director, Community & Public Relations
Supervises: 0 (Directly) 0 (Indirectly)
Essential Functions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position requires standing, walking, bending, kneeling, stooping, crouching. The employee may occasionally lift and/or move items over 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT:
Typical office – no hazardous or unpleasant conditions.
We are an EEO Employer
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Supervisors as deemed appropriate may assign additional functions and requirements.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
Supervises: 0 (Directly) 0 (Indirectly)
Essential Functions
- Expand the Workplace Financial Wellness Program: Collaborate with the Director, Community and Public Relations to grow the program across the Credit Union’s service area. This includes sourcing, recruiting, and maintaining partnerships with businesses to implement financial literacy initiatives and bring the Workplace Financial Wellness program onsite. Additionally, promote the Credit Union brand through community events and partnerships.
- Enhance College and University Outreach: Serve as the primary representative for Y-12 Credit Union on college and university campuses. Lead efforts to increase brand recognition and membership by engaging with students and faculty. Coordinate campus visits to build meaningful relationships and grow Credit Union membership among this demographic.
- Strengthen Community Outreach: Act as the key ambassador for Y-12 Credit Union in the community to drive brand awareness and membership growth. Organize visits to community organizations, fostering connections and partnerships that promote the Credit Union’s mission.
- Collaborative Team Role: Work effectively in a team-oriented environment, demonstrating adaptability, creativity, and a proactive approach in a fast-paced setting. Assist in building and maintaining strong relationships with partners and stakeholders while developing and delivering curriculum to promote financial wellness.
- Public Speaking and Presentation Skills: Deliver workshops, seminars, and financial literacy classes to diverse audiences. Group sizes may range from 20 attendees to several hundred, depending on the outreach event.
- Travel Requirements: Travel throughout the Credit Union’s footprint to visit businesses, colleges, universities, schools, and community organizations. Conduct on-site workshops, seminars, and financial literacy events as part of the outreach efforts.
- Additional Responsibilities: Support other Credit union projects and initiatives as assigned by management. Collaborate with other departments to contribute to broader organizational goals outside the Community and Business Development scope.
- Bachelor’s degree in business/marketing preferred or three to five years of experience in community development, fundraising, financial services and/or other related fields, or an equivalent combination of experience and related advanced degrees.
- Knowledge and expertise in financial services, marketing, personal finance and/or community development preferred.
- Certified Credit Union Financial Counselor (CCUFC) Designation or completion of designation within six months of being hired for the position.
- Experience in a financial institution in a Marketing or Sales role, preferred.
- Financial Wellness Expertise: A strong foundation in financial wellness topics is highly recommended for success in this role.
- Outstanding Communication Skills: Demonstrate exceptional verbal and written communication abilities, with a proven capacity to deliver impactful presentations and build lasting relationships with clients and strategic partners.
- Sales and Business Development Skills: Proficiency in prospecting, developing new accounts, and cold calling to support outreach efforts and membership growth.
- Educational Program Support: Assist in maintaining and enhancing the quality of educational programs offered through community outreach initiatives.
- Active Team Participation: Contribute to department and staff meetings to stay informed on organizational updates, promotional campaigns, and evolving priorities. Keep current with changes in policies, procedures, compliance, and product offerings.
- Commitment to Professional Growth: Attend continuing education courses to strengthen job knowledge and performance, ensuring exceptional service to both internal and external members. Take initiative in personal career development and seek opportunities to acquire new skills.
- Interpersonal Engagement: This role involves extensive personal interaction, often requiring tact, diplomacy, and trust. Responsibilities may include motivating, influencing, or training others while maintaining professionalism and courtesy in all communications.
- Proficient in MS Office: Outlook, Word, Excel, and PowerPoint.
- Financial Wellness Expertise:
- Demonstrates proficiency in financial wellness topics, measured by the quality and accuracy of educational materials and presentations delivered.
- Relationship and Business Development:
- Establishes and sustains partnerships with a target number of new business or community organizations annually.
- Generates a target number of new member accounts or leads from prospecting and cold calling activities, meeting or exceeding annual benchmarks.
- Facilitates a target number of community outreach educational sessions with consistent attendance growth.
- Own the Issue
- Build confidence that you will help through your words and actions.
- Minimize the team/member’s effort.
- Personalize the Experience
- Show that you care about the person and the issue.
- Adapt to the team/member’s pace, style, and emotional tone.
- Be Authentic
- Be genuine.
- Be present in the conversation to avoid sounding mechanical.
- Understand, then Solve
- Aim for one-call resolution.
- Address the underlying issue vs. just the request.
- Be crystal clear on next steps.
- Be Curious to Exceed Expectations
- Pick up on cues and clues indicating other needs.
- Engage in conversation to discuss broader needs.
- Help the member access additional resources, products, and services to gain more value.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position requires standing, walking, bending, kneeling, stooping, crouching. The employee may occasionally lift and/or move items over 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT:
Typical office – no hazardous or unpleasant conditions.
We are an EEO Employer
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Supervisors as deemed appropriate may assign additional functions and requirements.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
About the company
Company website•Financial Services
Y-12 Credit Union is a federally chartered not for profit organization, owned by its members, offering a wide range of financial services to its members/owners. The Credit Union was chartered in 1950, to serve the employees of the Union Carbide Y-12 Nuclear Weapons Production Plant. In 2003 the Credit Union switched to a community charter and now serves 117,000+ members in 8 counties. The Credit Union currently has14 branches with assets currently totaling more than $1B and 300+ employees. Y-12 CU is positioned for steady growth while maintaining the credit union principles of safety, soundness, financial strength, trustworthiness and excellence in member service.