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Golden 1 Credit Union · 1 week ago

Advisor Services - Member Market Development Officer (Fresno)

Fresno, CA

Full-time

Onsite

Senior Level

$120K/yr - $120K/yr

7+ years exp

Golden 1 Credit Union is seeking a Member Market Development Officer who is responsible for identifying and building relationships with market segments and nonprofits. The role involves developing strategic partnerships and coordinating financial programs to drive member engagement and growth.

BankingFinanceFinancial Services

Responsibilities

Responsible for identifying new business opportunities, maintaining member relationships, and developing sales strategies to drive growth

Conduct regular one-on-one meetings and other communication to better understand member needs and how we can provide solutions to meet them

Serve as an advisor and partner to members, providing guidance on Golden 1’s products and services how they can assist to best deliver them to the member

Establish and maintain strategic partnerships with local businesses, center of influence such as CPA’s and attorneys, non-profit organizations, governmental agencies and NGO’s

Coordinate joint financial programs, events, and projects to provide solutions and engagement

Leverage digital platforms to provide options for member and segment engagement

Develop and execute digital communication strategies to promote G1 programs, events, and initiatives

Provide a modern image, brand, and culture in all that we do

Utilize data analytics to measure the effectiveness of digital outreach efforts and make data-driven decisions to improve engagement

Prepare regular reports on program outcomes, member engagement metrics, impact, and results

Collaborate with other departments throughout the enterprise to ensure cohesive messaging and a team approach to member development

Qualification

Business DevelopmentRelationship ManagementDigital Communication StrategiesCalifornia Credit Union LawMicrosoft Office SuiteFinancial Concepts KnowledgePositive DemeanorOral CommunicationWritten CommunicationPresentation Skills

Required

Bachelor's Degree in related field or equivalent work experience

Minimum of seven years of branch leadership or business development within a retail sales or financial institution

Established connections within the local community, including influential leaders and non-profit organizations

Knowledge of California Credit Union Law and Regulations

Knowledge of the sound practice of business administration

Solid Knowledge of Microsoft Office Suite products

Proven ability to meet and/or exceed individual service and sales goals

Solid knowledge of financial concepts, and products and services offered by Golden 1

Professional (Verbal/Written Communication and Presence)

Demonstrated positive demeanor and outgoing attitude

Professional (Verbal/Written Communication and Presence) outreach skills to identify and contact potential members through a variety of outreach strategies

Strong oral, presentation development and delivery, and written communication skills required

Proven relationship building and relationship management skills required

Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone

Must be able to travel regularly within the assigned territory (up to 75% of schedule)

Prolonged sitting throughout the workday with occasional mobility required

Corrected vision within the normal range

Hearing within normal range. A device to enhance hearing will be provided if needed

Ability to lift 30 lbs. as may be required

Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc

Unusually long work hours may be required to accomplish tasks

Possession of a valid California driver's license is required