Resource One Credit Union · 3 hours ago
Community Engagement Officer
Dallas,TX,US
Full-time
Onsite
Entry, Mid Level
2+ years expResource One Credit Union is focused on driving strategic membership and sales growth. The Community Engagement Officer is responsible for sales and relationship development, coordinating events and promotions, and acquiring new business members while maintaining existing relationships.
Financial Services
Responsibilities
Drives in new member business for both the Retail and Commercial accounts and loans to the credit union
Attends community and business events regularly to promote credit union products and services
Works with Branch Managers and sales staff to build relationships with Preferred Community Partners to increase product and service sales penetration and participation with the credit union and its’ services
Supports strategic outreach plans and initiates contact with businesses identified as potential Preferred Community Partners
Assists members with account questions or inquiries
Develops activities and events to promote credit union products and services
Supports department strategies and programs designed to represent the credit union favorably and make positive contributions to the community
Works to meet established individual, department and credit union goals through active participation in sales management programs
Prepare and maintain status reports, including outreach activity, presentations, proposals, new partnerships, follow-up and adherence to goals
Performs MIP (Member Identification Program) process as outlined in the credit union’s Bank Secrecy Act procedure. Ensures the security and confidentiality of private member information. Refers to procedure 9009 for current guidelines
Develops and maintains a portfolio of strategic partnerships that align with the credit union’s mission and values. Ensures that partnership relationships remain mutually beneficial and member’s needs and expectations are being met
Represents the credit union and its brand at various community functions to enhance the overall image of the credit union and to increase referral and relationship opportunities
Ensures that requests, questions, and problems are courteously and professionally resolved. Ensures that communications are efficient and effective
Keeps members informed of Credit Union programs and policies
Maintains the Credit Union's professional reputation both internally and externally
Cross-sells credit union products and services
Completes and reviews reports relating to the department as directed by their manager
Participates on teams and in meetings as required
Ensures that work area is clean, secure, and well maintained
Completes other duties as assigned, including cross training in current or other departments
Qualification
Required
Bachelor's degree or an equivalent combination of experience and training
2+ years of similar or related experience
Intimate knowledge of the credit union's operations and field of membership
Knowledge of Credit Union products, policies, and procedures
Understanding of business development techniques and models
Strong project management skills
Well organized
Solid communication abilities
Able to meet deadlines
Good analytical abilities
Company
Resource One Credit Union
ROCU is a union which provides Checking Accounts, Auto, Home, Credit Card, Home Equity, Boat, Business Accounts and Loans services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tracey Jackson, CCUFC
Chief Financial Officer
Daniela Parker, MS, CBCP, CUERME
Chief Risk Officer
Recent News
Business Insider
2024-12-31
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