Membership Development Specialist II, San Francisco region
SchoolsFirst Federal Credit Union, San Jose, CA, United States
We’re always looking for diverse, talented, service-oriented people to join our exceptional team.
Membership Development Specialist II, San Francisco region Pay Range $69,705.00 - $104,558.00
Scheduled Weekly Hours 40
Location and Work Arrangements This position is classified as a telecommuter role; however, the employee is expected to work primarily in the field throughout the San Francisco region and must be regularly available for in‑person events within that area.
This position offers a base salary, plus a 15% premium for the San Francisco Bay area.
What You’ll Be Doing
Under general supervision, responsible for seeking out and approaching schools, school districts and unions in assigned region to establish new memberships, new relationships, and to provide consultative services to existing Members. Nurture and maintain existing relationships.
Manages region to maintain existing and develop new relationships and to ensure school contacts are well informed about credit union products and services.
Develops and maintains a close partnership with assigned branches.
Executes ongoing tracking of events, promotions, budget spending, and relationships within the school community.
Accountable for obtaining accurate information necessary to open Memberships. Answers Member inquiries and provides information in a timely manner and in accordance with credit union policy.
Provides consultative services to existing and potential Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
Plans, schedules, and conducts visits within the school community to promote the Credit Union’s products and services to existing and potential members for the purpose of increasing Membership and awareness.
Actively seeks out new relationships within the school community in order to develop new Memberships and increase participation in credit union products and services.
Executes compelling presentations to large groups of school employees about the benefits of Membership with the credit union.
Required to attend in-person functions and/or presentations at school campuses, district offices or other off-site locations, after-hours events and weekend functions as necessary.
Additional Job Functions
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
High School Diploma or GED required
Bachelor's Degree or equivalent years of experience preferred
3-5 years of previous related experience
Participation in the CA DMV pull program may be required depending on assignment
Knowledge, Skills, And Abilities
Superior oral and written communication skills
Public speaking skills
Self-driven and strong initiative required for managing and scheduling school visits, while also building professional relationships within school districts and with all internal teammembers exhibiting the one-team concept.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring.
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
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Membership Development Specialist II, San Francisco region Pay Range $69,705.00 - $104,558.00
Scheduled Weekly Hours 40
Location and Work Arrangements This position is classified as a telecommuter role; however, the employee is expected to work primarily in the field throughout the San Francisco region and must be regularly available for in‑person events within that area.
This position offers a base salary, plus a 15% premium for the San Francisco Bay area.
What You’ll Be Doing
Under general supervision, responsible for seeking out and approaching schools, school districts and unions in assigned region to establish new memberships, new relationships, and to provide consultative services to existing Members. Nurture and maintain existing relationships.
Manages region to maintain existing and develop new relationships and to ensure school contacts are well informed about credit union products and services.
Develops and maintains a close partnership with assigned branches.
Executes ongoing tracking of events, promotions, budget spending, and relationships within the school community.
Accountable for obtaining accurate information necessary to open Memberships. Answers Member inquiries and provides information in a timely manner and in accordance with credit union policy.
Provides consultative services to existing and potential Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
Plans, schedules, and conducts visits within the school community to promote the Credit Union’s products and services to existing and potential members for the purpose of increasing Membership and awareness.
Actively seeks out new relationships within the school community in order to develop new Memberships and increase participation in credit union products and services.
Executes compelling presentations to large groups of school employees about the benefits of Membership with the credit union.
Required to attend in-person functions and/or presentations at school campuses, district offices or other off-site locations, after-hours events and weekend functions as necessary.
Additional Job Functions
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
High School Diploma or GED required
Bachelor's Degree or equivalent years of experience preferred
3-5 years of previous related experience
Participation in the CA DMV pull program may be required depending on assignment
Knowledge, Skills, And Abilities
Superior oral and written communication skills
Public speaking skills
Self-driven and strong initiative required for managing and scheduling school visits, while also building professional relationships within school districts and with all internal teammembers exhibiting the one-team concept.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring.
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
#J-18808-Ljbffr