Jobs · OTHR · California

Community Development Officer

Financial Partners Credit Union · Costa Mesa, CA · 1 mo ago
OTHRFull-time

About the role

The Community Development Officer plays a crucial role in promoting Financial Partners Credit Union's products and services through community outreach and development initiatives. This position requires a strong network of relationships, excellent communication skills, and a passion for making a positive impact in the community.

Responsibilities

  • Develop and grow relationships with community organizations, schools, municipal departments, non-profits, and business partners through ongoing outreach and relationship management.
  • Promote Credit Union membership, products, services, and lending solutions through presentations, networking events, employee orientations, and community activities.
  • Achieve established sales and membership growth goals while supporting overall organizational objectives.
  • Maintain and track community development opportunities using CRM tools and reporting systems.
  • Organize and host community development activities and events designed to increase awareness and generate new membership opportunities.
  • Build strong working relationships with key community leaders, business contacts, and organization representatives to strengthen Financial Partners' presence throughout the communities we serve.
  • Partner closely with branch teams and internal departments to support local community outreach and development initiatives.
  • Educate prospective and existing members on Credit Union products and services, including deposit accounts, lending solutions, mortgage products, and consumer loans.
  • Aid members with opening accounts, processing consumer and mortgage loan applications, completing documentation, and funding loans as appropriate.
  • Represent Financial Partners Credit Union professionally at community events, networking functions, business organizations, schools, and industry associations.
  • Demonstrate strong public speaking, presentation, communication, networking, and relationship-building skills.
  • Travel throughout the local market and attend meetings or events outside normal business hours as needed to support community development efforts.
  • Develop internal and external relationships that support long-term partnership growth and successful community initiatives.
  • Maintain a high level of professionalism, credibility, integrity, and business acumen in all interactions.

Qualifications

  • Minimum of two years of sales experience with working knowledge of financial services, consumer credit, and lending.
  • Strong networking, relationship management, and presentation skills.
  • Excellent verbal and written communication skills.
  • Self-motivated, organized, and results-oriented with the ability to work independently and manage time effectively.
  • Proficiency with Microsoft Office applications including Word, Excel, PowerPoint, and Outlook.
  • Valid driver’s license required.
  • NMLS registration required upon hire.
  • Bachelor’s Degree preferred.
  • Experience working with schools, community organizations, healthcare organizations, non-profits, or municipal groups is a plus.

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