Business & Community Development Liaison

Business & Community Development Liaison

As our Business & Community Development Liaison, you will :

• Assist in establishing and maintaining the SEG relationship. Continuously develop the relationship with regular communication via in-person, email or phone. Act as the SEG liaison with all credit union team members.
• Build and maintain professional relationships with SEG and the communities we serve. Represent the Credit Union at various events, including but not limited to expos / fairs, school programs and other SEG events to promote financial wellness and Abri products / services.
• Support the financial wellness in the workplace strategy by conducting financial education seminars, Abri presentations, and membership enrollment drives at the SEGs and community events.
• Participate in SEG, credit union and community sponsored events i.e. credit union days, new hire orientations, benefit fairs, annual open enrollments, high school career fairs, college convocations, annual shred events, and other community events.
• Be responsible for maintaining tracking reports and Outlook business and SEG contacts for monthly communications.
• Develop and deliver monthly communications packets for SEG partners and Community Outreach.
• Monitor industry and newspaper publications as well as social media to research and prospect potential new employee group partners.
• Have ability to understand and explain the credit union philosophy and the benefits of financial wellness.
• Have ability to articulate and sell Abri products and services.
• Have basic knowledge of the credit union core system and financial statements.
• Resolve requests, questions, and problems courteously and professionally. Ensure that communications are accurate, timely, efficient, and effective.
• Ensure that Business and Community Outreach activities create positive experience for our SEGs, business / community partners and members.
• Provide weekly / monthly business development activity reports and attends weekly update meetings.
• Keep management, the branches, and credit union team members informed of any / all business development activity.
• Stay current with financial services / wellness, credit union, and business development trends.

Requirements :

Preferred :

Benefits :

Hours :

40 hours a week - Mon-Fri 8 : 30am-5 : 00pm with required flexibility for events / activities outside of business hours

EOE