Community Relations Officer

Myncu; Lancaster, Northern (TX, KY); Hybrid; USD 65,000 - 70,000; Full time

Job summary

Neighborhood Credit Union in Lancaster, TX seeks a Community Relations Officer to serve as brand ambassador, promoting visibility and membership growth through SEG events and community partnerships.

The role involves educating members about NCU's products, scheduling on-site visits, delivering financial literacy courses, and collaborating with Retail and Marketing to expand SEG partnerships and drive engagement with the community.

Qualifications

• High School graduate or equivalent.
• Policies and procedures knowledge.
• Strong understanding of credit union operations.
• Two or more years of sales lead generation experience.

Responsibilities

• Educates community partners and members on credit union offerings.
• Schedules on-site SEG visits and maintains open communication.
• Conducts on-site orientations for SEGs and postal stations.
• Develops and presents Financial Literacy courses as SEG benefits.
• Analyzes SEG data and reports sales results monthly.
• Identifies SEG opportunities and builds strategic partnerships.
• Keeps Retail informed on the Business Development Plan.

Skills

Excellent communication

Public relations

Organizational skills

Account analysis

Attention to detail

Assist others

Banking equipment literacy

Education

High School diploma or equivalent

Job description

Job Details: Job Location: Lancaster - Lancaster, TX, Position Type: Full Time, Education Level: High School, Salary Range: $65000.00 - $70000.00Salary, Job Category: Sales, A Community Relations Officer is a brand ambassador who promotes Neighborhood Credit Union’s visibility and membership growth through involvement in on‑site visits at Select Employee Groups and postal stations, as well as through networking. This sales position requires the ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner to community, educational, non‑profit, postal, and Select Employee Group (SEG) organizations.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Assumes responsibility for the effective and timely performance of assisting and educating community partners and members.

   • Schedules on‑site visits with SEGs and Community Partners, maintaining effective and consistent communication.
   • Conducts on‑site credit union orientations for SEGs and postal stations on a consistent basis.
   • Facilitates in the creation, scheduling, and presentation of Financial Literacy Courses as a SEG benefit and as a supplement to Neighborhood Credit Union Foundation.
   • Communicates with Retail Branches regarding planned SEG visits and prospecting efforts. Provides timely follow‑up with members, employees, and SEG leads.
   • Serves as initial contact and representative for new SEG members, providing a warm hand off to branch relationship builder for continued onboarding and member support.
   • Educates SEG members on NCU’s products and digital services. Interviews members to obtain information, explains available financial services, and assists members to make the most effective usage of service offerings.

2. Assumes responsibility for establishing and maintaining professional business relations within the organization, with partners, and in the community.

   • Identifies, coordinates, and negotiates ongoing SEG opportunities. Creates, cultivates, and deepens strategic community partnerships while representing the credit union's mission and philosophy through ongoing networking.
   • Identifies and solicits prospective SEG partnerships to build credit union membership penetration.
   • Stays abreast of individual community trends and economic development changes.
   • Maintains open communication and education with Retail staff to enhance their awareness of the Business Development Plan and services available to existing and potential SEGs and Community Partners.

3. Assumes responsibility for the effective reporting and analysis of data.

   • Takes initiative to create a strategic action plan to achieve individual production goals. Provides monthly reports documenting sales results generated by business development and community relation’s efforts.
   • Utilizes SEG data from PowerBI dashboard to gain greater member utilization.
   • Collaborates with Marketing for intentional marketing to SEG members based on data analysis.
   • Responsible for the analysis of relevant statistics from Business Development data, making recommendations to management when applicable.

Qualifications: Education/Certification:

• High School graduate or equivalent.

Required Knowledge:

• Proficient in knowledge of policies and procedures.
• Strong understanding of credit union operations.

EXPERIENCE REQUIRED:

• Two or more years of related experience in generating sales leads

SKILLS/ABILITIES

• Excellent communication and public relations skills
• Excellent organizational and communication skills
• Ability to analyze accounts
• Attentive to detail
• Well organized
• Ability to assist others
• Ability to use 10-key, PC, teller terminal, telephone, card machine, and all related business equipment.