Fort Financial Credit Union · 7 hours ago
Community & Partnership Representative
Fort Financial Credit Union fosters a positive culture that prioritizes the well-being and development of its employees. They are seeking a Community & Partnership Representative who will combine sales outreach, financial wellness education, and community engagement to promote the credit union’s mission and expand their presence among local businesses and underserved populations.
Financial Services
Responsibilities
Develop new Select Employee Group (SEG) partnerships and enhance engagement with existing SEG relationships
Conduct in-person and virtual presentations promoting credit union products and services to SEG employees
Coordinate and develop SEG-specific campaigns, presentations, and onboarding strategies with the Marketing department
Convert engagement into tangible sales: memberships, deposit products, loans, cards, etc
Plan and lead external community events, sponsorships, and volunteer efforts aligned with financial inclusion
Conduct financial wellness workshops in SEG’s, schools, and nonprofits
Forge partnerships that empower underserved communities
Serve as a public-facing representative at events, potentially in the media (case by case basis), and through educational content
Work with executive leadership to align community outreach with membership growth goals
Lead, plan, and attend Fort Financial community service/volunteer days
Coordinate with Branch Managers to bring outreach efforts directly into neighborhoods
Support internal events (ex: staff appreciation, member celebrations) that foster organizational culture and community integration
Qualification
Required
Strong written and verbal communication skills including public speaking & presentation skills
Strong interpersonal skills to build relationships and network within the community
Ability to promote and cross-sell credit union products and services effectively
Event planning and coordination skills for internal and external community and SEG-based initiatives
Collaboration skills to work with internal departments and external partners
Organizational and time management skills to balance multiple outreach efforts
3-5 years of similar or related experience in sales, community relations & planning, non-profit, or financial services
Bachelor's Degree or achievement of formal certifications and relevant experience recognized as equivalent within the industry
Preferred
3-5 years of banking or credit union experience
Benefits
Education/Scholarship Assistance
Training/Career Development Programs
Mentor Program
PTO & 13 Paid Holidays
Pension & 401k Retirement Plans
Health/Dental/Vision Insurance Plans
Flex Spending Account & Health Reimbursement Arrangement
Employer Paid Life & Voluntary Life Insurance
Employer Paid Short-Term & Long-Term Disability
Accident, Critical Illness, & Hospital Confinement Plans
Company
Fort Financial Credit Union
Fort Financial Federal Credit Union operates as a financial cooperative, provides financial solutions like loans, investment, savings, etc.
Funding
Current Stage
Growth StageTotal Funding
$2.48MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $2.48M
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