Patelco Credit Union · 1 month ago
Community Engagement Specialist
San Jose, CA
Full-time
Onsite
Entry, Mid Level
$32.25/hr - $37.94/hr
2+ years expPatelco Credit Union is a not-for-profit credit union dedicated to building financial health and wellbeing for its members. The Community Engagement Specialist is responsible for driving membership growth through events and partnerships, while also managing and coaching team members to ensure high-quality experiences for both new and existing members.
Financial Services
Responsibilities
Effectively present Patelco Credit Union as the preeminent credit union that empowers members to achieve financial freedom
Cultivate and develop new opportunities through networking that drive business to Patelco
Maintain referral sources and maintain a partnership pipeline
Execute regional outreach strategy. Plan, organize, and represent Patelco Credit Union in membership and corporate events
Manage logistics and communications for events and partner with Patelco leadership to ensure Membership Development and internal policies are followed
Manage collection and input of member information and track ROI for membership development efforts
Drive workforce planning elements for Credit Union sponsored events, including adequately staffing, trend identification and event profitability and performance forecasting
Open new accounts, process and/or fund loans
Attend and promote events and tradeshows and reaches out to attendees post-event to promote Patelco
Create and deliver sales and financial wellness presentations to different audiences
Review and maintain knowledge of product guides, fees, and policies to stay current on offerings for product recommendations
Provides answers and assistance for member questions/concerns, utilizing resources within Patelco
Create, maintain, and distribute departmental reports and statistics to management and staff on event and membership growth performance. Maintain tracking and reporting at events
Demonstrates a proactive, growth-mindset approach, and commitment toward process improvement
Develops a team spirit among subordinates and supervisors; motivates every team member to promote and maximize sales and provide the highest possible level of customer service
Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures
Ensure that employees, processes, and procedures under your area of supervision comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures
Support overall Membership Development strategy
Perform additional duties as assigned
Qualification
Required
Bachelor's degree in Marketing, Business Management, or Communications or equivalent work experience
2+ years of business development or outreach experience, or proven consultative outbound experience
Excellent computer skills MS Windows and MS Office (Word & Excel)
Preferred
Financial Services experience preferred
Prior supervisory or team lead experience preferred
Benefits
Exceptional Medical, Dental, Vision, and Life Insurance benefits
Rewards for completing wellness related activities
Competitive compensation packages with bonus opportunity
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement
Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays
On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work
Company
Patelco Credit Union
Patelco was originally started to serve the financial interests of the employees of a specific organization, in their case the Pacific
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Erin Mendez
CEO/President
Recent News
2025-11-25
2025-07-22
Company data provided by crunchbase