Member Outreach Officer I
Company: Educational Federal Credit Union
Location: Miami
Posted on: May 26, 2023
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Job Description:
The Member Outreach Officer I serves as a brand ambassador
within the local community to promote the benefits of EdFed
membership, while supporting strategic growth of the business and
pursuing opportunities for ongoing acquisition of new members,
loans and deposit accounts.
DESCRIPTION
1. Serves as an ambassador to an assigned region of local schools
and branches while promoting the benefits of EdFed membership
through external events at local schools, colleges, associations
and community groups to drive new CU business.
2. Collaborates under the direction of the Member Outreach Director
and Manager to maximize brand recognition for increased business
development opportunities.
3. Manages schedules to ensure that all assignments, relationship
goals, outbound calls, activities and events are accurately logged
in a contact management solution on a daily basis.
4. Maintain records and prepare monthly reports on community
outreach activities, business relationships, Select Employee Group
engagement efforts, and the results of those activities.
5. Build a database of viable prospects for new sponsor
relationships and schedule to the business development meetings to
increase our EdFed field of membership.
6. Actively participate in festivals, fairs and trade shows to
promote new business for the Credit Union.
7. Assists with new membership and lending applications during
field-based events to drive successful achievement of
organizational growth objectives.
8. Assists in the staging and setup of promotional events and
exhibits at school-based and community events.
9. Assists in the deployment of retail marketing campaigns
throughout the assigned locations and events including facilitation
of outbound promotions via lobby, phone, and sponsor on-sites..
10. Participates in team meetings to share best practices in
membership marketing while serving as a subject-matter mentor to
peers, staff and students.
11. Supports the Member Outreach Director and Manager and the
Financial Education team in the development of the educational
curriculum for the High School Branch Program.
12. Assists the Member Outreach Director and Manager in the
development of member on-boarding strategies and other member
engagement initiatives.
13. Required to have the ability to travel throughout all regions
to provide staffing assistance when necessary.
14. Must have comfort in speaking in front of both small and large
groups including in classroom presentations and community
events.
15. Weekend, evening hours and travel may be required.
16. Collaborates with Retail and Lending stakeholders in the
creation of targeted promotional campaigns.
17. Stays abreast of individual community trends and economic
development changes. Tracks and measures event participation
results. Makes recommendations to maximize return on future
investments of events, sponsorships, philanthropic initiatives and
donations.
18. Facilitates the Summer Youth Internship Program and
coordinating student and parent presentations
19. Perform other duties as assigned by management.
JOB QUALIFICATIONS & SPECIFICATIONS
1. Excellent written and verbal communication skills.
2. Positive, dynamic leader with strong ability to build
relationships and network
3. Strong organization, prioritization, analytical and problem
solving ability.
4. Team player with ability to interact with all levels of staff in
the organization.
5. Working knowledge of PC applications including Microsoft
Office.
6. Must be able to maintain a high level of confidentiality.
Keywords: Educational Federal Credit Union, Miami , Member Outreach Officer I, Other , Miami, Florida
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