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Rize Credit Union · 2 months ago

Community Development Executive - CA

Irwindale, CA

Full-time

Hybrid

Mid Level

$65K/yr - $81K/yr

3+ years exp

Rize Credit Union is focused on community impact and financial empowerment. The Community Development Executive (CDE) plays a key role in delivering financial education and managing partnerships with community organizations to support the Credit Union's mission and drive growth.

BankingFinanceFinancial Services

Comp. & Benefits

Responsibilities

Build and maintain relationships with CBOs, civic groups, universities, and SEGs to plan and deliver financial education workshops

Collaborate with Marketing to promote financial education programs and campaigns

Present Rize FCU products, services, and the Credit Union difference while identifying member financial needs

Cross-sell products and provide follow-up support to members, non-members, and community partners

Deliver financial education presentations to support community financial health

Collaborate with partners and internal teams to enhance or suggest new products and services

Develop local partnerships to position Rize FCU as a leader in financial inclusion and community development

Coordinate and schedule workshops with SEGs and CBO partners, and participate in community events

Track, measure, and report on CBO relationships, workshops, and member engagement

Maintain logs of activities and outcomes, providing weekly, monthly, and quarterly reports

Monitor progress toward financial education goals and share updates with branch managers

Qualification

Financial educationCommunity partnership developmentPublic speakingMicrosoft Office 365Bilingual (English/Spanish)Interpersonal skills

Required

High school diploma or general education degree (GED)

Three to five years similar or related experience; financial services and successful sales experience or related experience and/or training; or equivalent combination of education and experience

Must have experience presenting to a large audience

Ability to write routine reports and correspondence

Ability to speak effectively before groups of customers or employees of organization

A significant level of trust, credibility and diplomacy is required

In-depth dialogue, conversations and explanations with members, community partners, and outside vendors can be of a sensitive and/or highly confidential nature

To perform this job successfully, an individual should have knowledge of Microsoft Office 365 products (Word, Excel, PowerPoint, Teams, etc.)

Must be able to travel 60% of the time locally in Southern California or Southern Nevada