Membership Dev Officer

Job Details

Responsible for the Credit Union's proactive membership development activities that promote the growth of the Credit Union by attracting new members, deposit accounts, loans, and business relationships. This is accomplished by developing and maintaining strong ties between SAFE and employers operating within SAFE’s footprint. Priorities include growing the number of companies opting for Select Employee Group (SEG) status with SAFE, building relationships with schools and the business community, and creating opportunities to directly open new member relationships.

Collaborates with VPs and AVPs to identify and support targeted areas where expansion and growth efforts will be concentrated.

SEG Recruitment

• Builds and maintains an active, ongoing SEG recruitment program to include:
• Identifying, researching, and targeting prospective SEGs
• Executing a methodical recruitment outreach/follow‑up program to include email, direct mail, personal contact, telephone, and other media as appropriate.
• Making presentations to prospective SEGs to educate about SAFE, its values/services, and the benefits of SEG status to the organization and its employees.
• Tracking all related contact efforts.
• Prepares/submits applications for new underserved areas and records field of membership charter amendments as directed by NCUA, including charter update notifications.
• Completes the SEG onboarding process from application to final approval by SAFE’s Board and the NCUA.
• Serves as primary contact for current SEGs and maintains personal contact with SEG leaders to ensure continued strong awareness of SAFE’s offerings and ongoing participation in SAFE’s programs.

Membership Development – SEG & Business Sector

• Increases membership growth by organizing and executing sales initiatives/events for SEG employees/members (e.g. new hire orientation, financial wellness, appreciation days, etc.). Opens new memberships and accounts as an added benefit for employees.
• Coordinating the mailing/delivery of promotional materials to select SEGs. Plans and organizes special events and promotions to expand SAFE’s presence within new SEGs and underserved communities.
• Serves as a primary contact between SAFE and area chambers of commerce and other business, civic, and arts organizations. Collaborates with the Promotions & Community Relations Specialist regarding SAFE participation in community events. Recommends and oversees sponsor ships in line with SAFE’s vision/brand.
• Represents SAFE Federal Credit Union functions conducted by area chambers of commerce and other business, civic, and arts organizations to foster awareness of SAFE and its products/services.

Membership Development – Youth & Education Sector

• Builds positive relationships with high schools participating in the SAFE-funded personal financial course. Organizes and executes sales initiatives/events at participating schools that promote new memberships and accounts among faculty and staff. Collaborates with Financial Wellness Counselor to ensure coordinated outreach to participating schools.
• Organizes and executes sales initiatives/events directed to students and faculty at universities, colleges, and technical schools within SAFE’s footprint. Opens new memberships and accounts as an added benefit for students, faculty, and family members at various events.
• Collaborates regularly with the Financial Wellness Coordinator and the Promotions & Community Relations Specialist regarding SAFE participation in community events. Recommends and oversees sponsor ships in line with SAFE’s vision/brand.
• Represents SAFE Federal Credit Union at school functions to foster awareness of SAFE and its products/services.

Support

• Tracks SEG acquisition activity and reports monthly on current/future SEG prospects and where each stands in their decisioning/approval process.
• Tracks membership development activities including, but not limited to, events organized by chambers of commerce, schools, community organizations, civic entities, and businesses.
• Reports monthly on new members/accounts gained directly by membership development activity, including number of…