Community Engagement Officer

Description

Community Engagement Officer

Department: Marketing

FLSA Status: Non-Exempt

Supervisor: Chief Executive Officer

About Us

We are a fast-growing, member focused Credit Union covering the Florida panhandle providing financial services to over 10,000 members. Our Community Engagement Officer is an in-person, full-time position located in Blountstown, Florida. This is a new position created to accommodate the tremendous growth we have recently experienced through strategic community involvement initiatives and our member acquisition plan. We see a rewarding career path for the candidate located in our geographical region who is willing to grow in the financial industry and is committed to being an integral part of the growth of our Credit Union.

We support our employees’ need for a greater work/life balance and encourage a positive work environment where ideas and contributions are valued. We are passionate about working in our local communities and doing what we can to help make our counties a better place to work and live. We are excited to interview talented individuals for our Community Engagement Officer position.

Job Description

The Community Engagement Officer is responsible for developing and maintaining productive relationships between the Credit Union and the communities located within the service area of the Main Branch. This employee will travel around the service area representing the Credit Union at chamber and community events, municipalities, school districts, associations, businesses and other groups of current and future members. This position will also work with the Marketing Department to promote Calhoun Liberty Credit Union in the surrounding communities.

Essential Functions

Community Outreach and Event Planning:

• Develop and coordinate community events, workshops, and presentations to promote credit union services.
• Organize and participate in local events, fairs, and sponsorships to raise awareness of the credit union's offerings.
  
  

Relationship Building With Local Businesses And Organizations

• Establish and maintain relationships with local businesses, non-profits, and community organizations to create referral networks and identify new business opportunities.
• Promote the credit union's services to local business owners for both commercial and personal banking solutions.
  
  

Market Research And Analysis

• Research and identify emerging trends, local market needs, and competitor offerings to inform community engagement and business development strategies.
• Conduct surveys or focus groups to understand community financial needs and preferences.
  
  

Customer Engagement And Retention

• Engage potential members and current members, educating them on the credit union's services, benefits, and unique offerings.
• Provide one-on-one consultations to explain financial products such as loans, mortgages, savings accounts, and investment opportunities.
  
  

Loan Product Promotion

• Promote and encourage members to take advantage of consumer and commercial loan offerings, including home loans, auto loans, and small business loans.
• Educate potential borrowers on credit union loan benefits, eligibility, and application processes.
  
  

Lead Generation And Sales

• Actively pursue leads for new members and commercial clients through outreach, networking, and relationship building.
• Meet or exceed business development targets related to loan origination, new memberships, and other financial products.
  
  

Collaborate With Marketing Teams

• Work closely with the marketing team to create materials, campaigns, and messaging that align with the credit union’s objectives and community engagement goals.
• Help develop digital content, including social media posts, blog articles, and email newsletters, to support awareness-building efforts.
  
  

Educate The Community On Financial Literacy

• Provide financial education through seminars, webinars, and other community engagement activities focused on personal finance topics (e.g., budgeting, debt management, credit building).
• Collaborate with schools, libraries, and local organizations to promote financial literacy initiatives.
  
  

Provide Exceptional Customer Service

• Offer exemplary customer service to potential and existing members, ensuring that their needs are met and that the credit union’s services are tailored to their financial goals.
• Handle inquiries, resolve complaints, and facilitate a positive experience throughout the engagement process.
  
  

Networking And Relationship Maintenance

• Maintain a strong presence in the local community, attending regular meetings with local leaders, business owners, and community groups.
• Foster long-term relationships with community stakeholders to ensure ongoing support and advocacy for the credit union.
  
  

Tracking And Reporting Results

• Monitor the effectiveness of community engagement and business development efforts through tracking metrics, sales data, and member feedback.
• Provide regular reports to leadership on progress toward goals, highlighting successful initiatives and areas for improvement.
  
  

Represent The Credit Union At Industry Events

• Attend industry conferences, expos, and networking events to promote the credit union and stay informed on trends in the financial services and community engagement sectors.
• Represent the credit union at local civic meetings and regional business development initiatives.
  
  

Other

• Collaborate in office with management and co-workers. This is not a remote position.
  
  

Knowledge, Skills, And Abilities

Knowledge of Financial Products:

• In-depth understanding of personal and commercial loans, savings accounts, investments, and other financial products offered by the credit union.
• Familiarity with credit union regulations, eligibility requirements, and industry best practices.
  
  

Community Engagement And Relationship-Building

• Strong ability to build and maintain relationships with diverse stakeholders, including business owners, community leaders, and individual members.
• Experience in managing events and coordinating community outreach efforts.
  
  

Sales And Business Development

• Proven experience in sales or business development, with the ability to generate leads, close sales, and meet targets for loan origination, membership growth, and product offerings.
• Ability to conduct needs assessments and recommend appropriate financial products and services.
• Budget management abilities to allocate resources effectively and track departmental expenses.
  
  

Communication Skills

• Exceptional verbal and written communication skills, with the ability to speak confidently to individuals and groups.
• Strong presentation and public speaking abilities to lead seminars, workshops, and community discussions.
• Proficient in presenting to groups of varying sizes, with the ability to engage, inform, and inspire audiences about the credit union’s offerings and values.
  
  

Member Service Excellence

• Strong focus on member satisfaction, with the ability to address concerns, provide solutions, and ensure that members have a positive experience with the credit union.
  
  

Marketing And Promotion

• Knowledge of digital marketing, social media platforms, and traditional marketing channels to promote community events and financial products.
• Creative ability to assist in the development of marketing campaigns that resonate with the target audience.
  
  

Organizational And Time Management Skills

• Ability to plan, organize, and execute multiple projects and events simultaneously, ensuring that deadlines are met.
• Self-motivated with strong attention to detail and a results-driven mindset.
  
  

Adaptability And Problem-Solving

• Ability to adapt to changing community needs, market conditions, and organizational priorities.
• Strong problem-solving skills to identify and address challenges that arise during community engagement or business development efforts.
  
  

Technological Proficiency

• Familiarity with presentation tools, social media platforms, and digital marketing technologies.
• Competence in using Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software tools.
  
  

Understanding Of Local Community And Culture

• Knowledge of the rural community’s values, demographics, and unique financial needs.
• Ability to tailor outreach and engagement strategies to the specific characteristics of the local population.
  
  

These functions and skills help ensure the credit union’s community engagement and business development efforts are successful and aligned with its objectives of growing membership and promoting financial products.

Working Conditions

The working conditions will vary depending on the agenda for the day’s activities. Some responsibilities will take this position outdoors to community related events where weather conditions will play a role in comfort as well as vehicle management. The role involves regular interaction with members of the community requiring exceptional presentation and communication skills. Depending on the events at which the employee attends, he or she may need to work flexible schedules, including weekends and some evenings. The job also entails a high level of initiative and a need to represent the Credit Union in a professional manner at all times.

Physical Requirements

The physical requirements include the ability to drive, stand or sit for extended periods of time. Employee will be moving throughout the community setting up and attending events which may require sitting, standing, speaking, reaching, bending, and performing repetitive motions. The job may also involve lifting up to 50 pounds and carrying product or equipment, which can vary in weight. The ability to operate computer systems and software applications is necessary, which may involve using a keyboard and mouse for prolonged periods. While specific physical requirements may vary depending on the activity or meeting, overall, the role requires physical stamina and the ability to perform tasks with precision and efficiency.

Travel

This position constantly travels daily throughout the communities within our northwest Florida region. When not traveling, this position will be based within the main branch as a contributor to the Loan and Marketing Departments. Some periodic travel to co-op sites throughout the State of Florida will be required.

Required Education And Experience

• A four-year degree in Communications, Business, Marketing, Finance or a related field is preferred. Years of applicable experience equivalent to a four-year degree may be substituted for this requirement.
• A valid driver's license and the ability to be approved by our insurance company, based on driving record, is required.
• Two (2) or more years of experience in the field of marketing, promotions, advertising, business, and/or related fields.
• Moderate level of computer skills required with knowledge of Microsoft Office necessary.
• Lending experience and/or knowledge of financial services in a financial institution is strongly encouraged.
  
  

Preferred Education And Experience

• Experience in sales or business development is preferred.
• Presentation skills are required, including the need to build materials in PowerPoint and/or Google.
  
  

Supervisory Responsibilities

This position does not have any supervisory responsibilities.

Additional Eligibility Qualifications

None

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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Calhoun Liberty Credit Union reserves the right to alter this position at any point with or without notice to the employee. This job description is not a contract of employment with Calhoun Liberty Credit Union and will not alter the at-will status.