Community Engagement Specialist
Partner Colorado Credit Union, Arvada, Colorado, United States, 80004
SUMMARY DESCRIPTION
The Community Engagement Specialist supports the Community Relations Manager and the Business Development Director in engaging with existing and prospective members, increasing brand awareness and growing the credit union’s membership base. This position will assist with the planning and execution of community events and financial literacy workshops, as well as the implementation of the credit union’s community relations and business development initiatives and activities.
CORE COMPETENCIES Community Relations
Assist and facilitate financial literacy workshops by helping participants understand budgeting, saving, spending wisely, setting financial goals and more.
Assist with the planning and execution of community events and outreach programs, including logistics, setup, and scheduling.
Collaborate with the marketing department on outreach materials, event promotion, and community messaging.
Assist in maintaining databases of volunteers and partners, and preparing event-related documents.
As needed, make appearances as the credit union’s mascot (Big Buck) or manage mascot appearances: Mascot responsibilities include wearing a mascot costume, creating engaging experiences for audiences through energetic, non-verbal actions (such as giving high-fives), posing for photos, and maintaining the integrity of the character. Or, managing mascot appearances by physically guiding the mascot, ensuring the mascot’s safety, and helping the mascot engage with the audience.
Business Development
Assist in managing partnerships (from prospecting, to onboarding, to deepening engagement).
Open new accounts at onsite events when applicable.
Meet position-specific goals related to member growth, engagement and brand awareness.
Maintain a working knowledge of all credit union products, services, and programs.
Attend strategic business functions, including chamber/business after hours events, grand openings, etc.
Assist in maintaining records, including contacts, referrals, meetings, and outcomes using a Customer Relationship Management (CRM) system.
Follow up with event referrals via phone and/or email when needed, as well as assist with internal referrals between business development, lending, and branch teams to ensure continuity and accountability.
Support strategies to increase membership and product penetration.
Communicate professionally and persuasively within the organization and to external groups.
Requirements KNOWLEDGE, SKILL AND ABILITY
Able to work independently and accurately
Able to collaborate with internal team members and outside partners
Able to work a flexible schedule, including some evenings and weekends
Outgoing and upbeat demeanor
Fluent in English and Spanish
Must be confident with public speaking
Must be punctual and excellent with time management
Must be a high energy, self-starter
Ability to deliver engaging financial literacy presentations and lead group discussions
Creative thinking, with the ability to brainstorm ideas for new programs and ways to engage the community and grow membership
Displays professionalism in appearance and demeanor
Excellent verbal and written communication skills
Knowledge of Excel, Word and PowerPoint
Ability to work on multiple projects simultaneously
Understanding of financial products and services
Must be organized and detailed
Exhibit willingness to help people with empathy and non-judgement
EDUCATION OR FORMAL TRAINING Associate’s degree in marketing, public relations, business or related field is preferred.
EXPERIENCE At least two years proven success in financial services, training/education, business development, community relations, marketing or public relations.
COMPENSATION & BENEFITS Starting Salary - $26.91+ hourly depending on experience
Being a part of Partner Colorado CU has its benefits. We offer valuable benefits designed for you, your family, and your life. Our plans are cost-effective, convenient and provide ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. There is a potential for Annual Performance Bonus, Medical Plans, Dental, Vision, HSA, 401(k) match, Life/AD&D, Accident, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Identity Theft, Paid Time Off, Paid Holidays, Personal and Professional Development.
WORKING ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. Employee will be required to set-up tents and/or display at various off-site locations.
The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth vision, and the ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The employee is required to travel, by auto, to various branch locations as determined by staff training needs.
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CORE COMPETENCIES Community Relations
Assist and facilitate financial literacy workshops by helping participants understand budgeting, saving, spending wisely, setting financial goals and more.
Assist with the planning and execution of community events and outreach programs, including logistics, setup, and scheduling.
Collaborate with the marketing department on outreach materials, event promotion, and community messaging.
Assist in maintaining databases of volunteers and partners, and preparing event-related documents.
As needed, make appearances as the credit union’s mascot (Big Buck) or manage mascot appearances: Mascot responsibilities include wearing a mascot costume, creating engaging experiences for audiences through energetic, non-verbal actions (such as giving high-fives), posing for photos, and maintaining the integrity of the character. Or, managing mascot appearances by physically guiding the mascot, ensuring the mascot’s safety, and helping the mascot engage with the audience.
Business Development
Assist in managing partnerships (from prospecting, to onboarding, to deepening engagement).
Open new accounts at onsite events when applicable.
Meet position-specific goals related to member growth, engagement and brand awareness.
Maintain a working knowledge of all credit union products, services, and programs.
Attend strategic business functions, including chamber/business after hours events, grand openings, etc.
Assist in maintaining records, including contacts, referrals, meetings, and outcomes using a Customer Relationship Management (CRM) system.
Follow up with event referrals via phone and/or email when needed, as well as assist with internal referrals between business development, lending, and branch teams to ensure continuity and accountability.
Support strategies to increase membership and product penetration.
Communicate professionally and persuasively within the organization and to external groups.
Requirements KNOWLEDGE, SKILL AND ABILITY
Able to work independently and accurately
Able to collaborate with internal team members and outside partners
Able to work a flexible schedule, including some evenings and weekends
Outgoing and upbeat demeanor
Fluent in English and Spanish
Must be confident with public speaking
Must be punctual and excellent with time management
Must be a high energy, self-starter
Ability to deliver engaging financial literacy presentations and lead group discussions
Creative thinking, with the ability to brainstorm ideas for new programs and ways to engage the community and grow membership
Displays professionalism in appearance and demeanor
Excellent verbal and written communication skills
Knowledge of Excel, Word and PowerPoint
Ability to work on multiple projects simultaneously
Understanding of financial products and services
Must be organized and detailed
Exhibit willingness to help people with empathy and non-judgement
EDUCATION OR FORMAL TRAINING Associate’s degree in marketing, public relations, business or related field is preferred.
EXPERIENCE At least two years proven success in financial services, training/education, business development, community relations, marketing or public relations.
COMPENSATION & BENEFITS Starting Salary - $26.91+ hourly depending on experience
Being a part of Partner Colorado CU has its benefits. We offer valuable benefits designed for you, your family, and your life. Our plans are cost-effective, convenient and provide ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. There is a potential for Annual Performance Bonus, Medical Plans, Dental, Vision, HSA, 401(k) match, Life/AD&D, Accident, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Identity Theft, Paid Time Off, Paid Holidays, Personal and Professional Development.
WORKING ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. Employee will be required to set-up tents and/or display at various off-site locations.
The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth vision, and the ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The employee is required to travel, by auto, to various branch locations as determined by staff training needs.
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