Community Engagement Specialist

About Patelco Credit Union

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

The Community Engagement Specialist is responsible for driving membership growth for specific segments and territories through membership events, partnership events, and outbound business development activities. This role plans, organizes, negotiates for, and represents Patelco Credit Union at corporate and membership events to deliver an energetic, high-quality experience to new and existing members. The Community Engagement Specialist maintains a leadership role within Retail by coaching and managing team members at events.

This position is based at our San Jose East branch and will provide coverage for both the South Bay and East Bay Shore branches.

• Effectively present Patelco Credit Union as the preeminent credit union that empowers members to achieve financial freedom.
• Cultivate and develop new opportunities through networking that drive business to Patelco.
• Maintain referral sources and maintain a partnership pipeline.
• Execute regional outreach strategy. Plan, organize, and represent Patelco Credit Union in membership and corporate events.
• Manage logistics and communications for events and partner with Patelco leadership to ensure Membership Development and internal policies are followed.
• Manage collection and input of member information and track ROI for membership development efforts.
• Drive workforce planning elements for Credit Union sponsored events, including adequately staffing, trend identification and event profitability and performance forecasting.
• Open new accounts, process and/or fund loans.
• Attend and promote events and trade shows and reach out to attendees post-event to promote Patelco.
• Create and deliver sales and financial wellness presentations to different audiences.
• Review and maintain knowledge of product guides, fees, and policies to stay current on offerings for product recommendations.
• Provide answers and assistance for member questions/concerns, utilizing resources within Patelco.
• Create, maintain, and distribute departmental reports and statistics to management and staff on event and membership growth performance. Maintain tracking and reporting at events.
• Demonstrate a proactive, growth-mindset approach, and commitment toward process improvement.
• Develop a team spirit among subordinates and supervisors; motivate every team member to promote and maximize sales and provide the highest possible level of customer service.
• Understand and comply with all applicable federal and state laws and banking regulations (including OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
• Ensure that employees, processes, and procedures under your area of supervision comply with all applicable federal and state laws and banking regulations (including OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
• Support overall Membership Development strategy.
• Perform additional duties as assigned.

• Bachelor’s degree in Marketing, Business Management, or Communications or equivalent work experience
• 2+ years of business development or outreach experience, or…