JOB SUMMARY

This position advises Credit Union management of relevant needs, pertinent business opportunities, and material or adverse developments in the Community Partner population, and establishes, manages, and sustains constructive and productive relationships with civic, charitable, community, and local/state organizations to facilitate an appropriate level of support and contribution by the credit union to the community.

ESSENTIAL FUNCTIONS
May include any and/or all of the following:

1. Identify and implement the Credit Union’s strategic initiatives, with special emphasis on the business strategies that achieve growth of membership, increase awareness for credit union products and services, and provide unmet needs regarding financial wellness in the community.
2. Establish, develop, maintain, and continuously enhance relationships with key community partners to enhance the credit union’s ability to identify and respond to needs and effectively position the credit union as a benefit to our existing and potential members.
3. Measure and report on growth within SEGs/Community Partners, reflecting correlation between business development activities and the increased penetration.
4. Work with our markets to provide educational opportunities that enhance community knowledge of financial services and establish the credit union as the primary resource for those financial services.
5. Visit SEG/Community Partner sites and coordinate communication and enrollment activities with corporate personnel to build, enhance, and sustain member relationships.
6. Participate in community activities, e.g. Rotary, United Way, that bring visibility to the Credit Union and support the communities in which we serve.
7. Manage all market donations and sponsorships to maintain credit union visibility and support in the communities we serve.
8. Perform other duties and responsibilities as assigned.
9. Develop, monitor and manage budget and expenses.
10. Orchestrate membership events and promotions that may/may not fall during normal business hours.

KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

• Knowledge of:
  • • Modern office equipment
    • Credit Union operations, procedures, products, services, philosophies, practices and systems
    • Technology and various software programs
• Ability to:
  • • Solve practical problems and deal with variables in situations
    • Speak with confidence and clarity
    • Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form
    • Self direct with the initiative and drive necessary to activate a project from conception through completion
    • Organize and prioritize in order to meet deadlines
    • Maintain confidentiality and professionalism
• Skill in:
  • • Strong verbal and written communication
    • Interpersonal and human relations
    • Strong attention to detail and analytical skills
    • Typing and personal computer
    • Making effective and timely decisions

QUALIFICATIONS

Critical Development Experiences:

Pursue opportunities for professional growth and development through training, education and self-study

Successfully complete all applicable compliance training and testing

Education and experience equivalent to:

A minimum of two years of similar or related experience, including preparatory experience

A two year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours

REQUIREMENTS

Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 50 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.

REGULATORY COMPLIANCE & CONFIDENTIALITY

Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.

This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.

Equal Opportunity Employer/Veterans/Disabled

Truity is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 918.336.7662 or jobs@truitycu.org for assistance. You may also contact us at that same number and email, if you would like to see a copy of our Affirmative Action Plan.