Membership Growth Specialist — SEGs & Events

Dade County Federal Credit Union

Miami (FL)

On-site

USD 55,000 - 68,000

Full time

13 days ago
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Job summary

Dade County Federal Credit Union in Miami, FL seeks a Business Development Specialist to drive SEG growth and strengthen relationships with business owners, employees, and department leaders to promote Credit Union products and services and achieve monthly membership goals.

You will meet with SEGs and community partners, travel to offsite locations, and participate in trade shows and events, including evenings and weekends, to expand membership and deposits.

Qualifications

  • Bachelor’s degree in business, marketing or related field.
  • 2–4 years sales experience and 2–4 years in financial services (Banking/Credit Union).
  • Excellent communication and interpersonal skills; bilingual English/Spanish preferred.

Responsibilities

  • Develop and execute a plan to generate membership leads beyond the SEG list.
  • Prospect, network, and build long-term community relationships to increase deposits and membership.
  • Represent the Credit Union at trade shows, community events, Chamber functions, networking events, seminars, and sponsored activities, including evenings and weekends.
  • Identify, qualify, and acquire new SEGs by presenting Credit Union membership to prospective management teams.
  • Schedule and conduct regular SEG visits, including employee presentations and Credit Union Days.
  • Promote visits through flyers, email bulletins, and other materials.
  • Coordinate SEG marketing materials and support from the nearest branch.
  • Open accounts in Episys while following all applicable regulations.
  • Resolve member complaints and communicate outcomes to members.
  • Perform other duties as assigned by management.

Skills

Sales experience
Strong communication
Customer service
Business networking
Bilingual English/Spanish
CRM software
Travel flexible

Education

Bachelor's degree in Business, Marketing or related field

Tools

CRM software

Job description

Dade County Federal Credit Union in Miami, FL seeks a Business Development Specialist to drive SEG growth and strengthen relationships with business owners, employees, and department leaders to promote Credit Union products and services and achieve monthly membership goals.

You will meet with SEGs and community partners, travel to offsite locations, and participate in trade shows and events, including evenings and weekends, to expand membership and deposits.

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