Community Engagement Specialist

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

The Community Engagement Specialist is responsible for driving membership growth for specific segments and territories through membership events, partnership events, and outbound business development activities. This role plans, organizes, negotiates for, and represents Patelco Credit Union at corporate and membership events to deliver an energetic, high-quality experience to new and existing members. The Community Engagement Specialist maintains a leadership role within Retail by coaching and managing team members at events.

This role is based out of our San Francisco Main branch supporting the below areas:

• Redwood City
• San Mateo
• San Bruno
• Daly City
• San Francisco Sunset
• Rohnert Park
• Novato
• Santa Rosa

Mileage is reimbursed. 

• 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.
• 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.   

• 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
• Financial Services experience preferred
• Prior supervisory or team lead experience preferred
• Excellent computer skills MS Windows and MS Office (Word & Excel)
• Must have reliable source of transportation to travel to events, branches, and partner site
• Required to travel up to 90% of the time and may work evenings and weekends.
• Ability to stand or walk for extended periods of time.
• Possession of strong customer service and sales skills, especially in a banking or retail environment preferred.
• Ability to be well organized, team-player, motivated and flexible with working hours.
• Outstanding oral and written communication skills.
• Ability to multi-task and be detail oriented.
• Strong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels.
• Able to adjust strategic approach in any given situation to ensure production is maintained and minimum expectations are consistently met.
• Proven ability and leadership to handle multiple projects and meet deadlines.
• Ability to manage priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
• Demonstrated ability and desire to thrive in a challenging fast paced work environment.

$32.25 - $37.94 /hr

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Physical Health:

• Exceptional Medical, Dental, Vision, and Life Insurance benefits
• Rewards for completing wellness related activities

Financial Health:

• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Discounts on loan products
• Tuition reimbursement

Emotional Health:

• Employee Assistance Program (EAP)
• PTO for part-time and full-time positions
• Paid holidays

Personal Development:

• On-the-job training and skills development
• Internal transfer opportunities for career growth
• Volunteer work

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

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