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Southland Credit Union · 2 months ago

Community Engagement Officer

US-CA-Los Alamitos

Full-time

Onsite

Entry, Mid Level

$69K/yr - $95K/yr

2+ years exp

Southland Credit Union is seeking a Community Engagement Officer to expand their member base and contribute to long-term success. The role involves meeting growth goals for membership, loans, and deposits through various outreach strategies and maintaining relationships with current members.

Financial Services

Comp. & Benefits

Responsibilities

Primary accountability for meeting or exceeding credit union growth goals for membership, loans, and deposits as established with your manager

Partners with sponsor groups to promote the value of Credit Union membership to their employees, developing new members from new and existing SEGS as well as local businesses through a variety of methods, including but not limited to, prospecting, cold/warm calling, referrals, open enrollments, employee meetings, and new employee orientation programs

Maintains and grows relationships with current members through pro-active activities consistent with its mission

Calls on and develops a referral network with real estate brokers, business/professional associations, accountants, lawyers, etc. to solicit lending and deposit relationships. Conducts effective networking, outreach strategies and on-site visits to determine the business' feasibility and SEG needs

Contributes to the formulation, coordination, and implementation of the Credit Union's sales plans, goals and objectives

Performs other duties as assigned

Qualification

Business DevelopmentSales StrategiesNetworkingRelationship ManagementInterpersonal Skills

Required

At least two years of progressively responsible experience in outside sales or business development within a business enterprise; or an equivalent combination of training and experience

Graduation from a four-year college or university with major course work in business, finance/accounting, marketing, or a closely related field; or an equivalent combination of training and experience

The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust

Obtaining cooperation (internally and/or externally) is an important part of the job

The knowledge, skills and abilities necessary to successfully fulfill the accountabilities illustrated in this position description