Community Relations Manager

    • Job Tracking ID: 512165-650748
    • Job Location: Westminster, CO
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: September 25, 2018
    • Years of Experience: Not Applicable
    • Starting Date: ASAP
    • Days of the Week: Mon,Tue,Wed,Thurs,Fri
    • Hours: full time salaried
Invite a friend
facebook LinkedIn Twitter Email


Job Description

POSITION SUMMARY:

Responsible for strategic oversight, development, and management of the Business Development and Corporate Social Responsibility initiatives of the organization. This position ensures that the Credit Union is effective in growing and expanding the credit union via SEG/School/Community relationships while managing and growing the credit union’s field of membership, which includes new and existing Select Employee Groups (SEGs) and community affiliations. This position ensures that the credit union is developing and extending the charitable and giving arm of our organization within the communities we serve (Premier Gives) while also directing and furthering the sustainability efforts of the organization (Premier Sustainability). Additionally, this position serves as lead contact and nurturer for the most important corporate and business relationships at the enterprise level; manages strategic alliances; assesses the credit union’s market for growth and expansion opportunities; serves as lead in providing business development related support, direction in the form of executable community plans to Branch Managers and other credit union staff as appropriate.

ESSENTIAL FUNCTIONS:

  • Develops and manages the overall direction of Business Development strategies, goals, activities

  • Develops and manages the overall direction of Corporate Social Responsibility in the charitable, giving pillar

  • Develops and manages the overall direction of Corporate Social Responsibility in the sustainability pillar

  • Takes an active role in the strategic growth of the credit union by managing and expansion of the credit union’s Field of Membership, Premier Gives, and Premier Sustainability pillars

  • Manages corporate and SEG relations, school relations, and community affiliation relations

  • Manages and directs Branch Managers with the assistance of their direct supervisor by providing ongoing business development support and direction in developing individual community plans for the branches.

  • Works within a yearly budget and business plan for Business Development, Corporate Social Responsibility, and Sustainability

  • Responsible for managing the servicing of Select Employee Groups and community affiliations through effective communication and coordination with Credit Union personnel and Management

  • Directs the servicing of SEG and community affiliations e.g. promotional programs, SEG signage, channel messaging, marketing efforts, flyers, internal communications, on site visits, membership drives etc.

  • Manages daily SEG and community affiliations inquiries, complaints or action items involving SEG relations

  • Directs and constructs the Corporate Social Responsibility strategies in community outreach, charitable giving, and public relations for the Credit Union

  • Directs and constructs Sustainability plan, goals, and activities for the Credit Union

  • Assists, serves, and informs departments and branches as needed; especially the outcome of negotiations and proposals, conveying expectations set forth for each group, i.e. clear details and critical timeframes

  • Completes required reports, records, and other documents

  • Attends and participates in meetings and committees as needed

  • Point of contact for internal employees initiating work within the department or checking status of jobs already in progress

  • Participate in ongoing operations associated with the strategic growth of the credit union, and specifically the Community Relations department

  • Represents the Credit Union to business and trade professionals

  • Ensures that internal and external requests, questions, and problems related to community relations are courteously and professionally resolved, and that communications and workflow are efficient and effective

  • Keeps managers and employees informed of Community Relations programs, goals and policies

  • Processes NCUA documents and forms related to SEG affiliation requests, charter amendments, charter changes, name changes, etc.

  • Updates all SEG records and files of credit union affiliation

  • Ensures daily quality control of internal and external documents

  • Coordinates facilities request for credit union events (community events, SEG visits, seminars, etc.)

  • Tracks all invoices and expenses against yearly department budget

  • Staff trade show and promotional events as needed

  • Provides updates to yearly business plan

  • Provides input for the purchases of supplies and materials ultimately received by SEG’s and the community

  • Maintains the Credit Union's professional reputation both internally and externally

  • Responsible for the Business Development Department’s sales goals

  • Establishes agreed upon annual sales goals that support overall credit union growth in membership, loans, cross-sell and deposits

  • Manages monthly sales goals and performance

  • Participates at sales meetings to review activities

  • Identifies new member opportunities

  • Recruits new companies, associations, and community groups to affiliate with credit union

  • Searches for opportunities to reach annual membership goals

  • Works to develop more efficient methods for tracking SEG growth, automated system use and campaign effectiveness

  • Ensures that work area is clean, secure, and well maintained

  • Completes special projects as assigned

  • Performs any other duties related to work described herein

    QUALIFICATIONS

    Education/Certification:

  • B.A. or B.S. in Business or related field; or seven years related sales or management experience and/or training, preferably in a financial institution; or equivalent combination of education and experience.

Required Knowledge:

  • Knowledge of Credit Union products, policies and procedures

  • Financial Literacy and general knowledge of banking and financial services

Experience Required:

  • Minimum of five years experience sales training

  • Minimum of three years experience managing sales staff

  • Preferred - Seven to ten years related experience and/or training, preferably in a financial institution; or equivalent combination of experience

  • Sales Training; Negotiation Skills

Skills/Abilities:

  • General - Well organized; Ability to meet deadlines; Strong project management skills; Willingness to travel; Excellent interpersonal skills.

  • Language - Ability to read, analyze and interpret the complex documents; Ability to respond effectively to sensitive inquiries or complaints; Ability to write speeches and articles using original or innovative techniques or style; Ability to make effective and persuasive speeches and presentations on complex topics to Senior management and public groups.

  • Math - Ability to work with mathematical concepts such as probability and statistical inference; Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

  • Reasoning - Ability to define problems, collect data, establish facts, and draw valid conclusions; Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

WORKING CONDITIONS

  • Standard office conditions

  • Active work; sitting, standing, etc. Exerts up to 30 lbs. of force on a weekly basis.

  • Movements frequently and regularly required using the wrists, hands, and/or fingers.

  • Able to hear average or normal conversations and receive ordinary information.

  • On the road as needed.

This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.


The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Experience and Skills

`