Community Engagement Specialist

Trax-Credit-Union; Tampa (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Trax Credit Union is seeking a Community Engagement Specialist to build relationships across communities, promote products and financial wellness, and represent the credit union at events, schools, nonprofits, and employer groups.

The role focuses on outreach, SEG support, and partnership development, requiring travel, a bachelor’s degree, 2–5 years in credit unions, and strong presentation skills.

Qualifications

• Bachelor's degree or equivalent business/market development experience.
• 2–5 years of credit union experience.
• 2–3 years in business development, B2B sales, in-person or telephone.
• Strong public speaking, presentation, and facilitation skills.

Responsibilities

• Collaborate with management to drive business development strategies and goals.
• Develops and executes business plans by researching prospective member companies and market trends.
• Build and maintain partnerships with internal/external members, vendors, and community contacts; educate on products and financial wellness.

Skills

Public speaking

CRM reporting

MS Office

Education

Bachelor's degree

Tools

CRM

Excel

PowerPoint

Job description

Description

At Trax Credit Union, we exist to move people forward. We are committed to creating a path to financial health for every member we serve. Our work is guided by accountability, service, passion, integrity, respect, and excellence-and we’re looking for leaders who bring these values to life every day.

The Community Engagement Specialist (CES) serves as an ambassador for the credit union by building relationships throughout the communities it serves and increasing awareness of its mission, products, services, and financial wellness initiatives. This role focuses on community outreach, partnership development, and representing the credit union at events, schools, nonprofits, business associations, and employer groups to strengthen visibility and community impact.

Key Responsibilities

• Collaborates with management to drive business development strategies, establish short- and long-term goals, and implement plans that support organizational objectives.
• Develops and executes business plans by researching prospective member companies, monitoring market trends, and applying strategies that drive new business and strengthen community engagement.
• Serves as a relationship ambassador by building and maintaining strong partnerships with internal and external members, vendors, and community contacts, while providing timely service and education on products, services, programs, promotions, and financial wellness initiatives.
• Represents the credit union at onsite and community events, assisting with new account opening, onboarding, and outreach efforts.
• Supports new Select Employee Groups (SEGs) by enrolling SEG representatives and educating them on their role and the program.
• Partners with Branch Managers to develop and execute community engagement efforts aligned with strategic growth goals.

Requirements

• Bachelor's degree in related field or equivalent business or market development experience
• 2-5 years of credit union experience
• 2-3 years of related experience in business development, business-to-business sales, in-person or telephone
• Strong public speaking, presentation, and facilitation skills with the ability to confidently represent the credit union in front of employer groups, community organizations, schools, and business leaders
• Proficiency in MS Office applications, including Word, Excel, Outlook, and PowerPoint, with the ability to create reports, presentations, and track business development activities through a CRM

Travel Requirements

• East Pasco (Market Area)
• This position requires regular travel throughout the credit union's market area.
• Must possess a valid driver's license and maintain reliable transportation and insurability in accordance with Credit Union policy.

Why Trax Credit Union

At Trax, we invest in our employees so they can deliver their best every day. We are proud to offer the following benefits:

• Medical, Dental, and Vision coverage
• Employer-paid Short-Term & Long-Term Disability
• Life and AD&D Insurance
• 401(k) Retirement Plan
• Free Choice Plus Checking Account
• Exclusive Employee Financial Perks after 90 days on the job
• Loan discounts for consumer and home loans

Our Commitment

At Trax Credit Union, we don't just manage finances-we help people move forward. If you are passionate about making a difference, leading with integrity, and creating meaningful impact in your community, we encourage you to apply.