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What You’ll Do
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Summary/Objective:
Provide strong support to Business Development & Foundation Manager with relationship building and portfolio management regarding Business Development, SEGs, Financial Wellness and Community Events.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Conduct a regular cadence of financial wellness seminars, decision maker meetings, check-in meetings, and attend/participate in onsite events with business partners.
- Maintain and grow a portfolio of select employee group (SEG) accounts, understanding their unique needs and objectives; regularly review and analyze the performance of each account within the book; collaborate with SEGs to increase engagement; meet and exceed target goals.
- Collaborate with various business areas within the organization to introduce and improve content, as well as strengthen internal and external partnerships.
- Gain a thorough understanding of all DCU products and services, and be able to explain them clearly. Open new memberships, accounts, and loans following established guidelines, and encourage the use of self-service options.
- Assist the Business Development & Foundation Manager with the creation and balancing of the Business Development/Community Relations budget.
- Build and maintain relationships with various internal and external business partners and community leaders regarding financial education and business development.
- Process new SEGs, maintain the SEG Charter, and provide Charter updates for monthly board meetings.
- Order, track, and distribute inventory of giveaway items for SEG and community events.
- Support the Business Development Manager with facilitating the submission of Marketing requests from the Branch Services team.
- Assist the Manager with the creation and updates to new and existing content for financial educational workshops/presentations with the Marketing and Compliance Departments.
- Facilitate the writing/posting of internal communications; assist with gathering material to write content for annual Community Impact report.
- Maintain SEG-related programs and their functions (import and audit data, facilitate updates/upgrades to systems).
- Create and/or update SEG policies and procedures within the Branch Services knowledge base system and Intranet pages and maintain an annual review process to ensure all information is current and accurate.
- Maintain all reporting, including calendar of events, tracked activities, sales, penetration, and other SEG-related data on a monthly/quarterly cadence.
- Perform other job-related duties as assigned by Managers(s).
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What You’ll Need
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Education and Experience Requirements:
- 1-3 years of related experience in portfolio management and relationship building
- Strong conversational skills
- Previous financial institution experience preferred
Additional Eligibility Requirements:
- Microsoft Office Proficiency
- Proficiency with online platforms utilized for virtual presentations (i.e., Zoom, WebEx, etc.)
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What We Do
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DCU is the largest credit union headquartered in New England – serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares.
DCU is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you’re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to careers@dcu.org and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
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