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.