Apply on Employer Site

SchoolsFirst Federal Credit Union · 1 day ago

Membership Development Specialist

Telecommute - CA (Northern)

Full-time

Hybrid

Entry Level

$61K/yr - $92K/yr

1+ years exp

SchoolsFirst Federal Credit Union is seeking a Membership Development Specialist to join their team. The role involves establishing new memberships, providing consultative services to members, and promoting credit union products and services within the school community.

Finance

Comp. & Benefits

Responsibilities

Partners with regional contact to maintain existing and develop new relationships and to ensure school contacts are well informed about credit union products and services. Fills in for regional contact when necessary

Supports various regions to develop new relationships and to ensure school contacts are well informed about credit union products and services

Manages event costs and negation with contacts at assigned events

Accountable for obtaining accurate information necessary to open Memberships. Answers Member inquiries and provides information in a timely manner and in accordance with credit union policy

Provides consultative services to existing and potential Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement

Conducts visits within the school community to promote the Credit Union’s products and services to existing and potential Members for the purpose of increasing Membership and awareness

Actively seeks out new relationships within the school community in order to develop new Memberships and increase participation in credit union products and services

Executes compelling presentations to large groups of school employees about the benefits of Membership with the credit union

Required to attend in-person functions and/or presentations at school campuses, district offices or other off-site locations, after-hours events and weekend functions as necessary

Performs other duties as assigned

Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Qualification

Public speakingOral communicationWritten communicationEvent managementSelf-drivenTeam collaboration

Required

High School Diploma or GED required

1-3 years of previous related experience required

Valid CA Driver's License and participation in the CA DMV pull program may be required depending on assignment

Superior oral and written communication skills

Public speaking skills

Self-driven and strong initiative required for all internal team members exhibiting the one-team concept

Preferred

Bachelor's Degree or equivalent years of experience preferred

Company

SchoolsFirst Federal Credit Union

Glassdoor3.7

Since our founding in 1934, we have been singularly focused on one thing: providing world-class personal service and financial security to our Members.

Founded in 1934

Tustin, California, USA

1001-5000 employees