Community Outreach Specialist I/II (North Region)

Educational Federal Credit Union; Florida; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Mileage reimbursement available

Paid holidays

401K retirement plan with matching

Medical, dental & vision Insurance

Paid vacation & sick days

Job summary

Educational Federal Credit Union seeks a Community Outreach Specialist to represent EdFed in local schools and communities, promoting membership benefits while supporting growth through outreach activities and event participation.

The role involves coordinating with leadership, managing outreach events, and assisting with onboarding and education initiatives for members, with travel and evening/weekend hours likely.

Qualifications

• Associate’s degree or equivalent combination.
• 2–4 years of experience with non-profit fundraising or outreach preferred.
• Excellent written and verbal communication skills.
• Positive, dynamic leader with ability to build relationships and networks.
• Strong organization, prioritization, analytical and problem solving ability.
• Team player with ability to interact with all levels of staff.
• Must maintain a high level of confidentiality.

Responsibilities

• Represent EdFed in assigned region of schools and events to promote membership.
• Collaborate with the Member Outreach Director to maximize brand recognition.
• Log assignments and activities daily in the contact management system.
• Build a database of viable prospects and schedule business development meetings.
• Participate in festivals, fairs and trade shows to promote new business.
• Assist with membership and lending applications during events to drive growth.
• Support curriculum development for the High School Branch Program.
• Assist with onboarding strategies and member engagement initiatives.
• Must be able to travel across regions; weekend/evening hours and travel may be required.

Skills

Communication

Relationship building

Organizational skills

Problem solving

Team player

Confidentiality

Education

Associate’s degree or equivalent

Tools

Microsoft Office

Job description

Job Description

Job Summary:

The Community Outreach Specialist (Member Outreach Officer) serves as a brand representative within the local community to promote the benefits of EdFed membership, while supporting strategic growth of the business and pursuing opportunities for ongoing acquisition of new members, loans and deposit accounts.

Duties & Responsibilities:

• Serves as a representative to an assigned region of local schools and branches while promoting the benefits of EdFed membership through external events at local schools, colleges, associations and community groups to drive new CU business.
• Collaborates under the direction of the Member Outreach Director and Manager to maximize brand recognition for increased business development opportunities.
• Manages schedules to ensure that all assignments, relationship goals, outbound calls, activities and events are accurately logged in a contact management solution on a daily basis.
• Build a database of viable prospects for new sponsor relationships and schedule to the business development meetings to increase our EdFed field of membership.
• Actively participate in festivals, fairs and trade shows to promote new business for the Credit Union.
• Assists with new membership and lending applications during field-based events to drive successful achievement of organizational growth objectives.
• Supports the Member Outreach Director and Manager and the Financial Education team in the development of the educational curriculum for the High School Branch Program.
• Assists the Member Outreach Director and Manager in the development of member on-boarding strategies and other member engagement initiatives.
• Required to have the ability to travel throughout all regions to provide staffing assistance when necessary.
• Must have comfort in speaking in front of both small and large groups including in classroom presentations and community events.
• Weekend, evening hours and travel may be required.

Requirements:

• Associate’s degree or equivalent combination
• 2 – 4 years of experience with non-profit fundraising or outreach activities preferred

Job Qualifications & Specifications:

• Excellent written and verbal communication skills.
• Positive, dynamic leader with strong ability to build relationships and network
• Strong organization, prioritization, analytical and problem solving ability.
• Team player with ability to interact with all levels of staff in the organization.
• Working knowledge of PC applications including Microsoft Office.
• Must be able to maintain a high level of confidentiality.

Mileage reimbursement available.

Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.

The following are some benefits offered to employees:

• Paid Holiday
• Paid Birthday
• Paid Sick and Personal Days
• Paid Vacation
• Retirement/401K with matching contributions
• Medical, Dental and Vision Insurance
• Life Insurance and Long Term Disability
• Tuition reimbursement for Undergraduate and Graduate courses
• Various Incentive Programs
• Career opportunities

About Us:

As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.

Company Description

As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.