Apply on Employer Site

Partners Federal Credit Union · 3 weeks ago

Member Education & Development Advocate II

Orlando, FL

Full-time

Onsite

Mid Level

$57K/yr - $85K/yr

3+ years exp

Partners Federal Credit Union is a community-focused organization that has been serving its members for over 65 years. The Member Education & Development Advocate II plays a crucial role in driving business development and financial education initiatives, fostering relationships, and promoting the Credit Union's services within key partner organizations.

BankingCredit CardsFinancial Services

Responsibilities

Represent the Credit Union at Sponsor and Community Events:

Take charge of the marketing and day-of execution for key Partner-Sponsored Resource Fairs, and table activations, ensuring the Credit Union’s presence is impactful and engaging. You’ll interact with existing and prospective members to increase brand awareness, drive membership growth, and foster long-term loyalty. You’ll also handle logistics before and after events to ensure flawless execution

Lead and Represent at Signature Events:

Serve as the Credit Union’s representative at Expos, Safety & Wellness Fairs, Cast Appreciation Activities, and other key Disney partner events. Your role is to promote Credit Union services, engage with members, and create meaningful touchpoints that drive engagement and membership growth

Strategic Collaboration to Drive Product Awareness & Growth to Affluent Markets:

Collaborate with cross-functional teams, including Wealth Management and Home Mortgage, to craft tailored events and workshops designed to promote specific products and services. You will actively promote these initiatives within the market area to enhance Credit Union objectives and create a lasting impact on the members you interact with

Track Business Development Metrics:

Track and report on all business development and educational activities, using data to analyze outcomes and identify areas for future growth. Reporting should be completed promptly (within 24 hours of event activation) to maintain the accuracy of performance metrics

Ensure High-Quality Brand Representation:

Collaborate with the Marketing team to maintain consistency in branding and messaging across all events. You will ensure marketing materials meet the highest standards and are delivered in a timely manner for each event

Product Knowledge and Promotion:

Possess and continually enhance your understanding of the Credit Union’s full range of products and services. Use your consultative sales skills to educate and encourage both cast members and potential members to take advantage of offerings that align with their financial needs. Drive awareness and usage of digital channels and branch services

Referral Process Management:

Post-event, you will ensure all leads and referrals are promptly passed to the appropriate teams, such as PRWM, PHM, and Digital Teams, for follow-up within 24-48 hours. Your attention to detail will ensure smooth transition and follow-through on opportunities

Marketing Materials Management:

Work with the Marketing team to edit and update event promotional materials such as flyers and digital assets. Ensure that materials are requested in a timely manner, with all marketing communications completed well in advance (at least 1 month prior to activation)

Elevate Relationship Building and Advocacy:

Establish and nurture deep relationships with key contacts within sponsor organizations and the broader community, cultivating influential advocates for the Credit Union’s brand. Your strategic networking efforts will ensure that the Credit Union is top-of-mind for both members and potential members

Manage CRM to Track Member Engagement:

Utilize a CRM system to capture key data from networking visits and interactions. You will maintain up-to-date information about new contacts, locations, and future follow-up schedules to ensure no opportunity for relationship-building is missed. Timely follow-ups will be key to building lasting partnerships

Facilitate Pathway Educational Workshops:

Lead engaging and informative financial education workshops aimed at increasing engagement and profitability for the Credit Union. You will educate members on financial literacy topics such as building generational wealth, and the home buying journey by providing the tools necessary to achieve financial stability and growth

Provide 1:1 Financial Counseling Sessions:

Host personalized financial counseling appointments for members, assisting them with tailored solutions in areas like credit building, budgeting, debt management, and overall financial wellness. Sessions can be held in person or virtually, offering flexibility for members

Engage New Hires and Create Awareness:

Represent the Credit Union at new hire orientations by delivering compelling presentations on Credit Union products, services, and membership benefits. Promote branch locations and digital platforms to ensure new employees are aware of all available offerings from day one

Qualification

Financial Counselor CertificationConsultative SalesBusiness DevelopmentEvent PlanningFinancial EducationData AnalysisRelationship ManagementWorkshop FacilitationMarketing SkillsInterpersonal SkillsCommunication Skills

Required

High School or GED

3 to 5 years of relevant work experience

Must have Financial Counselor Certification (May be hired without certification but will be required to become certified as a part of the job.)

Proficiency in Microsoft Platforms

Demonstrated experience in sales or relationship management, with the ability to engage with individuals at various levels of an organization to understand their needs and deliver tailored solutions

An entrepreneurial, self-starter mindset is essential, with the ability to work independently and strategically to drive business growth and long-term member retention

Exceptional networking and relationship-building skills, with the ability to cultivate deep partnerships across diverse community and business sectors

Strong interpersonal and communication skills, with the ability to build rapport, foster relationships, and represent the Credit Union professionally in all interactions

Excellent time management skills with the ability to juggle multiple tasks and deadlines

Willingness to routinely approach individuals you do not know

Demonstrated history of initiative

Strong verbal and written communication skills

Ability to stay and stand at a table/event for extended periods of time

Demonstrated experience in a proactive face-to-face sales environment

Knowledge and understanding of Credit Union products and services

Demonstrated follow-through skills

Strong verbal, interpersonal and listening skills

Attention to detail

Proven experience in business development, event facilitation, or a similar role

Consultative Sales Business development and relationship building