Y-12 Credit Union · 1 month ago
Community Development Consultant
Y-12 Credit Union is focused on enhancing community engagement and financial literacy. The Community Development Consultant will expand financial wellness programs, strengthen community outreach, and enhance partnerships with educational institutions to increase brand awareness and membership.
BankingCreditFinancial Services
Responsibilities
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
Qualification
Required
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
Certified Credit Union Financial Counselor (CCUFC) Designation or completion of designation within six months of being hired for the position
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
Commitment to Professional Growth: Attend continuing education courses to strengthen job knowledge and performance, ensuring exceptional service to both internal and external members
Interpersonal Engagement: This role involves extensive personal interaction, often requiring tact, diplomacy, and trust
Proficient in MS Office: Outlook, Word, Excel, and PowerPoint
Preferred
Knowledge and expertise in financial services, marketing, personal finance and/or community development preferred
Experience in a financial institution in a Marketing or Sales role, preferred
Company
Y-12 Credit Union
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.
Funding
Current Stage
Growth StageTotal Funding
$2.48MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $2.48M
Leadership Team
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