Business & Community Development Representative

Overview

SkyPoint Federal Credit Union is a community-based financial institution located in Montgomery County, Maryland. SkyPoint serves members in the greater Washington D.C. metro region with a wide array of financial services, supported by technology, and offers value, affordable fees, and rates through our member-owned structure.

The Credit Union is the only designated Community Development Financial Institution (CDFI) in Montgomery County. SkyPoint helps members and the community gain access to essential financial services. Through an inclusive, expert, and compassionate team, we focus on removing banking complexities and building empowering relationships to help members achieve their financial goals with simple and accessible banking solutions.

With the goal of enhancing lives, fulfilling dreams and building communities, this position supports overall credit union initiatives by collaborating in membership growth and development efforts with community partners, special interest groups and non-profit organizations. Under general supervision and following established policies and procedures, the role proactively strengthens community relationships by identifying needs and providing appropriate financial solutions. In conjunction with the Director of Business & Community Development, this role organizes and implements the Credit Union s membership development, relations and engagement functions and assists in strategizing plans to reach out to the community to show benefits of Credit Union membership in ways that translate into new SkyPoint FCU memberships.

• Identify and build relationships with community partners involved in meeting community development needs. Assess whether community partners meet the Credit Union’s community development performance framework. Work to develop a referral pipeline for specialty products/services that support community partner initiatives.
• Deliver presentations, book appointments, and events to increase product/brand awareness, generate leads and build profitable, long-term relationships.
• Represent the Credit Union in all aspects of community outreach, including identifying opportunities to increase organization-wide engagement and strengthen the brand and reputation of the Credit Union.
• Proactively initiate and build contacts with the ability to maintain and nurture high-level relationships with decision makers.
• Cultivate new business partnerships; arrange site visits and attend community events of partners on behalf of the Credit Union. Seek opportunities for collaborating with and connecting community constituents.
• Collaborate with the Business & Community Development Director to build centers of influence in the community.
• Responsible for maintaining and enhancing Credit Union partner relations by visiting their workplace and conducting ongoing Credit Union benefit presentations and seminars.
• Participates in various outside functions that promote Credit Union membership.
• Educate members about features and benefits of SkyPoint products and services, including new offerings, convenience services & promotions.
• Explain and demonstrate SkyPoint digital services for members. Responsible for accessing and becoming familiar with SkyPoint’s digital services suite. Examples:
  Online Banking, Loan Application, etc.
• Local travel 75% or more.

• Demonstrated knowledge in sales, business development and deposit acquisitions.
• Successful track record of identifying, developing and closing new opportunities.
• Excellent organizational, research, problem-solving and time management skills. Project management experience a plus.
• Excellent verbal, written, telephone and interpersonal communication skills. Strong business writing and presentation skills. Able to organize groups of people for events and initiatives.
• Ability to successfully manage multiple projects/priorities simultaneously and produce the desired results. Previous public relations experience. Ability to be flexible in dealing with changing priorities.
• Ability to follow-through and react quickly to changing situations.
• Must be self-driven and highly motivated; capable of identifying…