Community and SEG Manager

Lafayette Federal Credit Union; Rockville (MD); Hybrid; USD 88,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401k matching

Life insurance

Disability coverage

Paid time off

Educational assistance

Commuter benefits

Job summary

Lafayette Federal Credit Union is hiring a Member Services Specialist in a hybrid role that combines remote work with in-person attendance. The position focuses on community engagement, SEG growth, and building strategic partnerships to drive membership and deposits.

The role requires 3–8 years of related experience, a bachelor's degree or equivalent, and strong relationship skills. Responsibilities include lead generation, CRM management (HubSpot), and cross-team collaboration to deliver

Qualifications

• Three to eight years of related experience.
• Bachelor's degree or equivalent experience; certifications allowed.
• Strong emotional intelligence to motivate, influence, and train others.
• Ability to build trust with external contacts and stakeholders.
• Proven collaboration across internal teams to achieve goals.

Responsibilities

• Lead community engagement strategies to raise Lafay ette's visibility and partnerships.
• Develop and grow SEG partnerships; monitor pipeline and outcomes.
• Maintain relationships with community organizations and key partners.
• Collaborate internally and coach staff; ensure CRM data integrity.
• Provide regular pipeline reviews and convert opportunities into membership and deposits.

Skills

Community engagement

Relationship management

CRM tracking (HubSpot)

Lead generation

Cross-team collaboration

Education

Bachelor's degree or equivalent experience

Tools

HubSpot

Job description

Description

NOTICE: JOB APPLICANTS LIMITED TO DC, MD, OR VA RESIDENTS. POSITION IS HYBRID.
Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions.
The Member Services Specialist is a hybrid role, meaning it entails a combination of remote work and in-person attendance.

Be part of Lafayette Federal Credit Union, recognized by USA Today as a Top Workplace for three consecutive years (2024–2026)

We are expanding and looking for exceptional talent to support our members and contribute to our reputation as an employer of choice. Be a key player in our mission to become the premier financial partner for our community. Your skills and dedication are essential to our success.

About the role:

The Community and SEG Manager Serves as the primary liaison between community partners, select employer groups (SEG), HR contacts, branch leadership, Marketing, Membership Development Officers, and subject matter experts. In this role the Community and Seg Manager leader is accountable for building a high-performing outreach culture that supports Lafayette’s mission to Serve, Support, and Empower members and communities. The Role is responsible for community engagement, strategic partnerships, select employer group (SEG) growth, business development, lead generation, brand awareness, and cross collaboration. The role converts community and select employer group (SEG) engagement

Requirements

• Community Engagement and Brand Awareness: Lead and execute community engagement strategies that strengthen Lafayette Federal Credit Union’s visibility, reputation, and presence within its trade areas. This function focuses on building meaningful community relationships, increasing brand awareness, generating qualified opportunities, and positioning the credit union as a trusted financial partner through strategic events, partnerships, sponsorships, and outreach initiatives.
• Select Employer Group (SEG) Development and Growth: Lead the development, expansion, and ongoing management of Lafayette Federal Credit Union’s Select Employer Group (SEG) portfolio. This function focuses on acquiring new SEG partnerships, strengthening existing relationships, reactivating dormant SEGs, and converting employer partnerships into measurable membership, deposit, lending, and engagement growth.
• Relationship Management & Follow-Up: Build, strengthen, and maintain meaningful relationships with community organizations, strategic partners, and key stakeholders to maximize the long-term value of Lafayette Federal Credit Union’s community engagement efforts. This function ensures that outreach extends beyond individual events by establishing consistent communication, structured follow-up, and clear next steps that convert relationships into measurable engagement and business opportunities.
• Internal Collaboration & Coaching:
  Build, strengthen, and maintain meaningful relationships with community organizations, strategic partners, and key stakeholders to maximize the long-term value of Lafayette Federal Credit Union’s community engagement efforts. This function ensures that outreach extends beyond individual events by establishing consistent communication, structured follow-up, and clear next steps that convert relationships into measurable engagement and business opportunities. consistent use of CRM tools (e.g., HubSpot) to monitor pipeline health, track activity, and maintain data integrity.
• Pipeline Management: Provide regular community engagement and partnership pipeline reviews with team members to assess upcoming events, partnership opportunities, community leads, and follow-up activities. Identify barriers and ensure opportunities are effectively converted into measurable membership, deposit, loan, and brand-awareness outcomes. Analyze engagement metrics to identify trends, gaps, and high-potential relationships, and implement targeted strategies to strengthen community partnerships, improve lead generation and follow-up, and align results with goals established by the Vice President of Business Development.

Qualifications:

• Three to eight years of similar or related experience.
• (1) A bachelor's degree or related job experience or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
• Work involves extensive personal contact with others, often addressing personal or sensitive matters.
• Success in this role relies on emotional intelligence to effectively motivate, influence, and train others, adapting communication to resonate with diverse perspectives and needs.
• Establishing strong relationships with external contacts is essential, requiring both diplomacy and empathy to influence or promote ideas and services.
• This role demands the ability to build trust and rapport, fostering mutually beneficial relationships with individuals and organizations.

Top benefits or perks:

Joining Lafayette Federal comes with perks to support you in your personal and professional journey. We provide employees with a generous benefits package including:

• Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan)
• Fully funded deductible (HMO Plan)
• 401k employer matching contribution
• Income protection with life insurance, short and long-term disability
• Paid time off, holiday leave & birthday leave
• Educational assistance
• Commuter benefits program and more!

Pay: $88,000 - $110,000 annually depending on experience and qualifications.

The job posting highlights the most critical responsibilities and requirements of the job. It is not all-inclusive. There may be additional duties, responsibilities, and qualifications for this job.

*Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer

*EOE/AA/DISABILITY/VETERAN