Partners Federal Credit Union · 1 month ago
Member Education & Development Advocate II
Orlando, FL
Full-time
Hybrid
Mid Level
$57K/yr - $85K/yr
3+ years expPartners Federal Credit Union is dedicated to providing exceptional service to its members and fostering a supportive work environment. The Member Education & Development Advocate II will drive the Credit Union's growth through business development, marketing initiatives, and financial education, while building strategic partnerships and enhancing member engagement.
BankingCredit CardsFinancial Services
Responsibilities
Represent the Credit Union at Sponsor and Community Events:
Take charge of the marketing and day-of execution for key Partner-Sponsored Resource Fairs, and table activations, ensuring the Credit Union’s presence is impactful and engaging. You’ll interact with existing and prospective members to increase brand awareness, drive membership growth, and foster long-term loyalty. You’ll also handle logistics before and after events to ensure flawless execution
Lead and Represent at Signature Events:
Serve as the Credit Union’s representative at Expos, Safety & Wellness Fairs, Cast Appreciation Activities, and other key Disney partner events. Your role is to promote Credit Union services, engage with members, and create meaningful touchpoints that drive engagement and membership growth
Strategic Collaboration to Drive Product Awareness & Growth to Affluent Markets:
Collaborate with cross-functional teams, including Wealth Management and Home Mortgage, to craft tailored events and workshops designed to promote specific products and services. You will actively promote these initiatives within the market area to enhance Credit Union objectives and create a lasting impact on the members you interact with
Track Business Development Metrics:
Track and report on all business development and educational activities, using data to analyze outcomes and identify areas for future growth. Reporting should be completed promptly (within 24 hours of event activation) to maintain the accuracy of performance metrics
Ensure High-Quality Brand Representation:
Collaborate with the Marketing team to maintain consistency in branding and messaging across all events. You will ensure marketing materials meet the highest standards and are delivered in a timely manner for each event
Product Knowledge and Promotion:
Possess and continually enhance your understanding of the Credit Union’s full range of products and services. Use your consultative sales skills to educate and encourage both cast members and potential members to take advantage of offerings that align with their financial needs. Drive awareness and usage of digital channels and branch services
Referral Process Management:
Post-event, you will ensure all leads and referrals are promptly passed to the appropriate teams, such as PRWM, PHM, and Digital Teams, for follow-up within 24-48 hours. Your attention to detail will ensure smooth transition and follow-through on opportunities
Marketing Materials Management:
Work with the Marketing team to edit and update event promotional materials such as flyers and digital assets. Ensure that materials are requested in a timely manner, with all marketing communications completed well in advance (at least 1 month prior to activation)
Elevate Relationship Building and Advocacy:
Establish and nurture deep relationships with key contacts within sponsor organizations and the broader community, cultivating influential advocates for the Credit Union’s brand. Your strategic networking efforts will ensure that the Credit Union is top-of-mind for both members and potential members
Manage CRM to Track Member Engagement:
Utilize a CRM system to capture key data from networking visits and interactions. You will maintain up-to-date information about new contacts, locations, and future follow-up schedules to ensure no opportunity for relationship-building is missed. Timely follow-ups will be key to building lasting partnerships
Facilitate Pathway Educational Workshops:
Lead engaging and informative financial education workshops aimed at increasing engagement and profitability for the Credit Union. You will educate members on financial literacy topics such as building generational wealth, and the home buying journey by providing the tools necessary to achieve financial stability and growth
Provide 1:1 Financial Counseling Sessions:
Host personalized financial counseling appointments for members, assisting them with tailored solutions in areas like credit building, budgeting, debt management, and overall financial wellness. Sessions can be held in person or virtually, offering flexibility for members
Engage New Hires and Create Awareness:
Represent the Credit Union at new hire orientations by delivering compelling presentations on Credit Union products, services, and membership benefits. Promote branch locations and digital platforms to ensure new employees are aware of all available offerings from day one
Qualification
Required
High School or GED
3 to 5 years of relevant work experience
Must have Financial Counselor Certification (May be hired without certification but will be required to become certified as a part of the job.)
Proficiency in Microsoft Platforms
Demonstrated experience in sales or relationship management
Exceptional networking and relationship-building skills
Strong interpersonal and communication skills
A background in financial education, financial institutions, or a related field is preferred
Excellent time management skills
Willingness to routinely approach individuals you do not know
Demonstrated history of initiative
Strong verbal and written communication skills
Ability to stay and stand at a table/event for extended periods of time
Demonstrated experience in a proactive face-to-face sales environment
Knowledge and understanding of Credit Union products and services
Demonstrated follow-through skills
Strong verbal, interpersonal and listening skills
Attention to detail
Proven experience in business development, event facilitation, or a similar role
Preferred
A background in financial education, financial institutions, or a related field is preferred
Benefits
A bonus and/or long-term incentive units may be provided as part of the compensation package
The full range of medical, financial, and/or other benefits
Company
Partners Federal Credit Union
Partners Federal Credit Union is a financial institution that offers banking, credit cards, insurance, personal and commercial loans.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ricky Otey
Chief Executive Officer & President
Recent News
2024-04-07
Business Insider
2024-04-07
Company data provided by crunchbase