Salary Range:
$24.97 To $31.55 Hourly
Position Title: Membership Acquisition and Community Development Specialist
DEPARTMENT: Member Acquisition and Community Development
Classification:Non-exempt/grade 10
REPORTING RELATIONSHIPS
Position Reports To:VP, Membership
Positions Supervised: None
All team members work toward a common purpose to Brighten the Financial Future of the Communities We Serve. Each employee supports our members by promoting and offering relevant services and products to meet their diverse needs. We deliver outstanding service by embracing our core values of Integrity, Collaboration, Accountability, Passion, and Self-Improvement.
POSITION PURPOSE
The position’s primary responsibility will be to assist with new membership growth across all markets by increasing our market presence. This involves assisting in researching market trends, forging partnerships, cultivating relationships with targeted businesses and their employees, promoting the credit union through networking with local and state leaders to ensure growth targets are met as well as promoting Five Star as the preferred financial provider in our markets.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Conduct outreach to individuals and businesses as directed by the VP.
- Build and maintain relationships with local businesses and community leaders.
- Attend community events and networking opportunities to generate leads.
- Provide information on credit union products and services.
- Implement membership acquisition strategies developed by leadership.
- Maintain accurate records of outreach activities and member interactions.
- Assist new members with procedures to open an account and onboarding.
- Coordinate outreach efforts with marketing and financial centers.
- Contribute to periodic reporting on growth and impact from activities of department.
- Monitor performance metrics and prepare monthly reports for VP review.
QUALIFICATIONS
Education/Certification: Diploma
Valid Driver License
Required Knowledge: Knowledge of credit union products and services
Experience Required: Minimum 5 years or more in related sales, marketing or business development.
Skills/Abilities: Excellent communication and public relations skills.
Critical thinking and analytical abilities.
Strong networking and public speaking skills
Solid business development, negotiation skills and navigating dynamic environments
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
Talking: Especially where one must frequently convey detailed or important instructions or ideas
accurately, loudly, or quickly.
Average Hearing: Able to hear average or normal conversations and receive ordinary information.
Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers.
Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.
Physical Strength: Both sedentary and physical activity involved. Able to exert up to 10 lbs. of force occasionally. (Almost all office jobs.) Ability to operate motor vehicle with frequent stops getting in and out of vehicle.
WORKING CONDITIONS
None: No hazardous or significantly unpleasant conditions (such as in a typical office).
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
Reasoning Ability: Ability to deal with a variety of variables under only limited standardization.
Able to interpret and apply various instructions.
Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra.
Language Ability: Ability to read and comprehend a variety of sources.
Ability to prepare memos, reports, and presentations using proper punctuation, spelling, and grammar.
Ability to communicate distinctly with appropriate pauses and emphasis, correct
pronunciation (or sign equivalent), and variation in word order using present, perfect, and future tenses.
INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
