Membership Development Representative

Posted 5 Hours Ago
Be an Early Applicant
77478, Sugar Land, TX, USA
In-Office
Junior
Financial Services
The Role
Drive member acquisition and retention through community outreach, events, phone and in-person engagement. Promote credit union products, maintain compliance knowledge, prepare business development reports, and represent the credit union at public speaking events. Support planning and execution of marketing and member retention activities and perform related duties as assigned.
Summary Generated by Built In

Role:

Responsible for retaining and expanding existing account relationships and acquiring new members.  Develops activities and strategies to promote growth of the credit union by attracting new members.

Essential Functions & Responsibilities include but are not limited to:

  1. Increases visibility and obtains new members by promotion and education of credit union products and services. 
  2. Attends events on behalf of the credit union to discover new network opportunities and remains active in the community.
  3. Assists with planning and participates in community, business development and member   retention events.
  4. Conducts regular phone calls and visits to promote credit union awareness within the schools and community. 
  5. Compiles detailed and accurate reports related to business development activity. 
  6. Maintains working knowledge of regulatory compliance related to member services and financial services area to include (but not limited to):  USA Patriot ACT, Red Flags, Truth in Savings, Privacy, etc.
  7. Develops and maintains strong knowledge of credit union products and services.
  8. Public speaking representative for events of all sizes (up to 200+) representing the Credit Union.
  9. Yearly review of Chamber of Commerce sites and utilize digital blast to Chamber members, monthly or as often as membership will allow.
  10. Performs other job-related duties as assigned.

Position Requirements:

  • Minimum one year of marketing/business development experience preferred.
  • A high school education or GED required. Two year degree preferred.
  • Ability to display strong time management and organizational skills.
  • Ability to analyze data for equitable resolutions.
  • Ability to manage projects through to completion.
  • Proficient with problem solving and critical thinking skills.
  • Ability to work irregular hours as dictated by scheduled events.
  • Ability to work on-site at designated location.
  • Ability to operate a motor vehicle for job related travel.
  • Ability to speak to groups of all sizes in a professional and precise manner.
  • Ability to communicate with courtesy, tact, and diplomacy and model exemplary member service.
  • Proficiency in Microsoft Office software applications.
  • Must be bondable

Ergonomic Considerations:

  • Must be able to sit and/or stand for extended periods of time (6 to 7 hours per day).
  • Must be able to view a computer screen, use a keyboard to enter information, and manipulate a mouse.
  • Job includes some repetitive hand/wrist motions.
  • Ability to operate office machinery.
  • Ability to lift up to 50 pounds.

This job description is not a comprehensive list of all activities, duties, and responsibilities of the position. Such requirements may be expanded or otherwise changed at any time as indicated by the operational needs of the credit union. Employees may also be required to assist colleagues with their job responsibilities from time to time.

 

Benefits:

  • Annual Paid Time Off
  • Quarterly Performance Review 
  • Annual Compensation Review                                         
  • Medical, Dental and Vision
    • Medical PPO plan
    • Dental PPO plan
    • Vision plan
  • Employee Assistance Program (EAP)
  • Retirement
    • 401k, Brazos Valley Schools Credit Union match of 100% up to 6% of your base income
  • Income Replacement and Life Insurance – 100% Brazos Valley Schools Credit Union paid
    • Short Term Disability 
    • Long Term Disability
    • Life and Accidental Death & Dismemberment Insurance (AD&D)
  • Voluntary Benefits
    • Additional Life Insurance for Employee and Dependents
    • Hospitalization Insurance
    • Critical Illness Insurance
    • Pre-Paid Legal
    • Identity Protection
    • Other benefits offered that are not through payroll deduction
  • Ongoing Leadership Training and Development
  • Career Path and Succession Planning
  • Community Volunteer Opportunities
  • Employee Scholarships
  • AAA Discount
  • Discount tickets to events and travel

Skills Required

  • One year of marketing or business development experience
  • High school diploma or GED
  • Two-year degree
  • Strong time management and organizational skills
  • Ability to analyze data for equitable resolutions
  • Ability to manage projects through to completion
  • Problem solving and critical thinking skills
  • Ability to work irregular hours for scheduled events
  • Ability to work on-site at designated location
  • Ability to operate a motor vehicle for job-related travel
  • Ability to speak to groups of all sizes professionally
  • Ability to communicate with courtesy, tact, and diplomacy
  • Proficiency in Microsoft Office software applications
  • Must be bondable
  • Ability to sit and/or stand for extended periods (6-7 hours/day)
  • Ability to view a computer screen, use a keyboard and mouse
  • Ability to perform repetitive hand/wrist motions
  • Ability to operate office machinery
  • Ability to lift up to 50 pounds
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The Company
HQ: Katy, TX
Year Founded: 1954

What We Do

Brazos Valley Schools Credit Union is a cooperative thrift institution chartered by the state of Texas, founded in 1954 to provide financial services, aiming to be a trusted financial partner.

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