Event Specialist, Member Outreach Department jobs in United States
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Educational Federal Credit Union · 1 month ago

Event Specialist, Member Outreach Department

Educational Federal Credit Union is seeking an Event Specialist to plan and execute sponsor-based marketing events and community tradeshows. The role involves managing the event calendar, providing on-site support, and coordinating promotional item distribution to ensure successful event execution.

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Responsibilities

Manages the Member Outreach event calendar to ensure events are appropriately resourced with required staffing, collateral items, and promotional materials
Provides on-site support in the staging of all major promotional events, including conventions, tradeshows, auto sales, annual meetings, and scholarship ceremonies
Provides planning support to the director in management of the CUPED program, including coordination of field trips, planning of new volunteer orientation, and staging of year-end celebration
Manages promotional item inventory for distribution to Member Outreach and other front line departments; makes recommendations for new promotional items/incentives
Processes incoming collateral and promotional item requests from branch and sponsor business partners within established time frames; coordinates shipping and delivery of items with facilities contacts
Coordinates event and sponsorship contracts, payments, insurance certificates, booth/backdrop deliveries, and other required items for marketing exhibits
Assembles promotional material kits (event in a box) for deployment to Member Outreach events
Transports event materials and promotional items to staging venues as required by the business
Coordinates Member Outreach team travel for remote market conventions and events
Serves as campaign planning lead for major promotional events, such as the Miami Youth Fair, Florida PTA Convention, Member Appreciation Month, New Teacher Inductions, and Teacher Appreciation Month
Assembles and ships new member promotional bundles for distribution by Member Outreach and Branch Services staff
Collaborates with marketing business partners to develop event communications messaging for inclusion in promotional advertisements banners, backdrops, flyers, and other collateral
Serves as department lead for Monday.com platform; assists in the development of contact management and event activity reporting within the platform
Provides backup to the Member Outreach Coordinator in the auditing and reconciliation of account applications, expense accounts, and invoices
Serves as contingent staffing for Member Outreach events as required by business
Ensures overall quality, accuracy, and compliance of all events under management
Assists with other tasks or projects as assigned

Qualification

Event planningSponsorship managementPromotional campaignsMarketing collateralInventory managementMonday.com proficiencyTeam collaborationCommunication skills

Required

Experience in planning and executing marketing events
Ability to manage event calendars and ensure appropriate staffing
On-site support experience for major promotional events
Planning support experience for programs and events
Inventory management skills for promotional items
Ability to process requests and coordinate shipping and delivery
Experience in coordinating event and sponsorship contracts
Skills in assembling promotional material kits
Ability to transport event materials and promotional items
Experience in coordinating team travel for events
Campaign planning experience for promotional events
Skills in assembling and shipping promotional bundles
Collaboration skills with marketing partners for event communications
Experience with project management platforms like Monday.com
Ability to provide backup support for auditing and reconciliation tasks
Contingent staffing experience for events
Attention to detail for quality, accuracy, and compliance of events

Company

Educational Federal Credit Union

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Educational Federal Credit Union offers checking accounts, loans, insurance options, financial planning, digital wallet, and pupil services.

Funding

Current Stage
Growth Stage

Leadership Team

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Joe Suarez, MBA, CPA
SVP Finance/CFO
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Karla Gabuardi
Sr. Talent Development Manager, NCCO, NCBSO
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