Community Engagement Specialist

Trax Credit Union; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, and Vision coverage

Employer-paid Short-Term & Long-Term {

Life and AD&D Insurance

401(k) Retirement Plan

Free Choice Plus Checking Account

Exclusive Employee Financial Perks

Loan discounts for consumer and home

Job summary

Trax Credit Union in Tampa, FL is seeking a Community Engagement Specialist to build relationships across the communities we serve and raise awareness of our mission, products, and financial wellness initiatives.

The role focuses on outreach, partnership development, and representing the credit union at events, schools, nonprofits, business associations, and employer groups to expand visibility and impact.

Qualifications

• Bachelor’s degree or equivalent business/market development experience.
• 2-5 years of credit union experience.
• 2-3 years of business development or B2B sales experience.
• Strong public speaking, presentation, and facilitation skills.
• Proficient in MS Office; ability to create reports and track activities with a CRM.

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.

Skills

Public speaking

Presentation

Facilitation

Business development

CRM usage

Education

Bachelor's degree in related field or equivalent

Tools

MS Office

CRM

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.

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

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.