Description

JOB SUMMARY

Join our dynamic team at University Credit Union and be a key player in empowering the University Community with a financial advantage!  In this role, you’ll build and nurture meaningful relationships while driving growth initiatives that support our strategic goals and the success of our campus partnerships. You’ll have the opportunity to make a real impact by managing and executing exciting business development projects, events, and sponsorships that foster engagement and expand our reach within the university community. If you’re passionate about delivering exceptional member service, have a strong understanding of credit union products, and thrive in a fast-paced, goal-driven environment, this is the perfect opportunity for you to make a difference while contributing to the growth and success of both UCU and our university community.

LOCATION

We’re committed to bringing top talent onto our team, which is why this position offers the flexibility of a hybrid remote work arrangement.

ABOUT UNIVERSITY CREDIT UNION

Founded in 1951 by a group of UCLA employees, University Credit Union (UCU) has been committed to providing the university community with a financial advantage for over 70 years. What started as a small, on-campus credit union has since expanded its reach to universities nationwide. Today, UCU exclusively serves the higher education community, offering products and services that are tailored to their unique needs.

UCU’s mission is simple: to empower every member of the university community to achieve financial success. We do this by offering conflict-free, unbiased financial advice from certified coaches and providing some of the lowest rates in the nation on auto loans, credit cards, consumer loans, and HELOCs—consistently ranking in the top 1% of all federally insured financial institutions.
 

With a strong foundation for growth and a clear focus on the future, UCU continues to be a trusted partner, dedicated to delivering the financial tools and support needed to help give our member-owners a financial advantage.

KEY DUTIES AND RESPONSIBILITIES

1. Drive Relationship Building & Partner Growth

• • Develop and execute business plans that align with UCU’s goals, using data and past performance to fuel growth.
  • Set and achieve personal development goals focused on leadership, strategy, and technical skills.
  • Foster strong, lasting relationships with University Partners by executing contracts and leveraging resources to drive business growth.
  • Build and maintain contact lists for outreach, retention, and tailored service to both new and existing partners and members.
  • Attend University Community events to generate new business and promote UCU’s services.
  • Understand and maximize partner contracts to uncover new growth opportunities.
  • Listen to member needs and develop innovative programs to enhance relationships with both members and University Partners.

This role is all about building meaningful connections, executing strategies that drive success, and being a proactive, enthusiastic advocate for UCU within the University Community!

2. Drive University Engagement & Program Success

• • Lead engaging in-person and virtual meetings with university partners to showcase membership benefits and promote UCU’s core products and services.
  • Collaborate with partners and internal business units to create impactful university-specific programs that address the financial needs of university stakeholders.
  • Plan and deliver educational financial wellness workshops (both in-person and virtual) to raise awareness of UCU’s offerings.
  • Reach out to current and potential members through calls, emails, site visits, and appointments to build relationships and drive engagement.
  • Partner with universities to identify new marketing opportunities through contract assets and innovative initiatives.
  • Maintain accurate, up-to-date contact lists, sales activities, and event details to ensure seamless tracking and follow-up.
  • Promote UCU’s full range of products and services, consistently meeting individual and team targets through a consultative, value-driven approach.

This role is all about collaborating with university partners, creating valuable programs, and promoting financial wellness in fun and engaging ways!

3. Foster Collaboration & Communication Across Teams

• • Actively participate in Growth Department meetings and initiatives to support UCU’s goals.
  • Share successes and insights internally to highlight and strengthen our competitive edge within the university community.
  • Partner with advisory centers and other internal teams to ensure seamless, collaborative service delivery, including coordinating training and volunteer opportunities at partner universities.
  • Provide backup support to fellow Growth Officers, including on-campus events, hub or advisory center support, and financial wellness workshops.
  • Keep management in the loop on key activities, challenges, and successes through regular team and one-on-one meetings.
  • Offer personalized financial consultations to empower members toward financial independence and effective self-service banking needs.
  • Use strong interpersonal skills to collaborate and influence across all levels of management, advocating for UCU with professionalism and respect.

This role thrives on building strong internal relationships, fostering teamwork, and empowering both members and colleagues to succeed!

4. Additional Responsibilities & Special Projects

• • Take on special projects, as assigned, with the flexibility to work evenings or weekends as needed.
  • Stay up-to-date with trends in financial services and public relations, keeping an eye on competitor offerings.
  • Maintain a clean, secure, and professional work environment, ensuring the banking hub or advisory center is well-kept.
  • Be self-motivated, proactive, and ready to tackle challenges with a “get-it-done” attitude.
  • Uphold the highest standards of professionalism, integrity, and confidentiality in all interactions.
  • Stay knowledgeable about UCU’s products and services, and how they compare to the competition.
  • Complete CCUFC certification training within the first six months to ensure continued growth and success in the role.

This role offers the opportunity to take on exciting challenges, stay sharp on industry trends, and maintain the high standards that make UCU a trusted partner in the university community!

Qualifications

 Education & Certification

• Associate degree in marketing, sales, or a business-related field required;
  bachelor’s degree preferred.
• Business development training in a credit union, banking, or financial services environment with a consultative sales approach is a plus.

Knowledge & Experience

• Basic understanding of credit union/financial sector operations.
• Familiarity with business and marketing processes.
• At least one year of relevant experience, preferably in a banking sales or business development role.

Skills & Abilities

• Excellent verbal and written communication skills.
• Highly organized with great attention to detail.
• Strong project management skills, with the ability to manage multiple tasks.
• Proficient in relevant computer applications.
• Self-motivated, independent, and able to think creatively.
• “Can-do” attitude when it comes to problem-solving and overcoming challenges.

We’re looking for someone who thrives in a dynamic, goal-oriented environment and is ready to bring a proactive, solutions-focused mindset to the role!

Team UCU Benefits:

Investing in people is one of UCU’s strategic priorities and we invest in Team UCU by offering a variety of excellent benefits, in addition to being a great team to work with: 

• Competitive compensation
• Work-from-anywhere options for select positions
• A full 401(k) match up to 6% plus a potential additional annual profit share of up to 4%
• Quarterly Gain Share awards, subject to meeting certain organization goals, with a payout of up to 10% of earnings
• Employee loan discounts
• Generous paid vacation, plus accrual of paid sick time, and additional discretionary floating and cultural holidays ✓ 12 paid Holidays
• Personal growth development plans tailored to each member of Team UCU
• Choice of medical, dental, and vision plans, including some options that are 100% paid by the Credit Union.
• Complementary Basic Life and Accidental Death and Dismemberment Insurance
• Complementary long-term and short-term disability insurance and Employee Assistance Program 

UCU's commitment to diversity, equity, and inclusion:

Diversity, equity, and inclusion play a key part in our dedication to giving everyone in the university community a financial advantage. From students, staff, faculty, and alumni, our member-owners are individual in their needs. UCU is committed to ensuring our team brings a variety of skills, ideas, cultural backgrounds, and experience to UCU to align with them. We are dedicated to building trust and understanding with each of our member-owners. We accomplish this by building a community that embraces diverse ideas, backgrounds, and perspectives; this is mirrored in our work and represented in Team UCU.

University Credit Union is committed to creating a diverse environment and is proud to be an equal-opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with disability. 

ADA Requirements:

Physical Requirements

Regular travel to university campuses and UCU offices will be required, so must be able to drive, travel, and move within buildings to perform work with some physical exertion and occasional lifting of up to 25 lbs. Must be capable of climbing/descending stairs in an emergency.  Must be able to operate routine office equipment including a computer, telephone, copier, and calculator. Must be able to routinely perform work on a computer. Must be able to work extended hours whenever required or requested by management to meet the needs of the business and role.  Must be capable of regular reliable, and timely attendance that aligns with the Pacific time zone. 

Working Conditions

If working onsite, must be able to routinely perform work indoors in climate-controlled shared work areas with some noise.  If working remotely from a home office, must be able to work in a separate, quiet area, potentially for extended periods on a computer.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

This Job Description provides a general summary of the position available and is not intended to be exhaustive. It does not form and should not be interpreted as forming, a part of any contractual or non-contractual terms & conditions of employment.

Salary : $67,747 - $84,683