Community Relations Officer

Educational Employees Credit Union

$70K — $93K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent experience in financial sales or public relations
  • 5+ years of experience in a related field, such as teaching or community outreach
  • Strong presentation skills to engage various audiences
  • Excellent report writing and business correspondence abilities
  • Interpersonal skills to build relationships with diverse groups

Responsibilities

  • Deliver financial wellness presentations to students and adults
  • Establish and nurture connections with business and educational institutions
  • Identify and engage with target groups to promote credit union membership
  • Make personal contacts with existing and potential members
  • Adapt outreach materials based on community needs and vendor offerings
  • Cultivate relationships with community leaders and organizations
  • Assist branch management in participation at school events
  • Plan and schedule visits to local schools and associated locations

Benefits

  • Opportunity for travel across the Central Coast region
  • Involvement in community events and outreach initiatives
  • Contribution to financial education and wellness programs
  • Engagement with various demographics, enhancing public speaking skills
  • Potential for fostering significant relationships within the community
Full Job Description
PAY GRADE: 25E

PAY RANGE: $70,387.20 - $93,392.00

Department: Marketing

Territory: Central Coast

The Community Relations Officer (CRO) is responsible for outreach activities within the communities that we serve and promotes the credit union by attending trade shows, school district events, and community events throughout the Central Coast. This position is primarily based in San Luis Obispo, with occasional travel to Monterey County and Santa Barbara County. The CRO is responsible for the planning and execution of financial wellness activities, including presentations and question-and-answer sessions.

Responsibilities of the position:
  • Provides financial wellness presentations to a wide range of student and adult populations
  • Develops and maintains a rapport with the appropriate business and educational communities
  • Promotes new business by identifying specific target groups within the field of membership
  • Ensures that personal contact is made with members and prospective members, as necessary
  • Continuously monitors outside vendors and adapts materials to fit the needs of EECU members, school districts, classrooms and potential members
  • Develops relationships with community representatives and organizations
  • Provide support and assistance to branch management with school event participation
  • Researches school locations within a specified area of influence and develops a calendar of visitations to various school sites and affiliated locations.


Requirements

  • Ability to effectively present information and respond to questions from the public, managers and employees
  • Bachelor's Degree or five years of experience in financial institution sales, public relations related activities or teaching
  • Ability to write reports and business correspondence
  • Strong interpersonal skills and the ability to work with others

Location Requirement: This position is primarily based in San Luis Obispo and requires regular travel throughout the Central Coast Territory. Candidates must be able to reliably report to the San Luis Obispo worksite and travel throughout the assigned territory as required.

Credit check may be required for those being considered for this position

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