Member/Business Development Specialist

Responsibilities

• Build relationships with schools, organizations, and individuals within our field of membership
• Create new membership opportunities through networking, referrals, presentations, and outreach
• Conduct external meetings and connect with prospective members and partners
• Identify opportunities to deepen member engagement and increase product usage
• Represent Education First Credit Union at school events, benefit fairs, and community programs
• Coordinate and deliver financial wellness presentations
• Support partnerships like Adopt-A-School and other community initiatives
• Maintain a regular schedule of visits with organizations aligned to our mission
• Develop strong partnerships with school leaders, HR teams, and community influencers
• Recruit and support a network of "Education First Champions" within partner organizations
• Collaborate internally to enhance the overall member experience and retention
• Help resolve member concerns by partnering with internal teams
• Contribute to membership growth and engagement goals
• Track outreach efforts, partnerships, and results to measure success
• Analyze trends and help recommend strategies for future growth
• Partner with Marketing to support campaigns and initiatives

Requirements

• Bachelor's degree in marketing, business, or a related field—or equivalent experience
• 3-5 years of experience in sales, business development, relationship management, or community outreach
• Experience building relationships with schools, organizations, or community groups is a plus

Skills & Strengths

• Proficiency with Microsoft Office and virtual communication tools
• Experience using systems to track relationships, opportunities, and outreach efforts
• Strong relationship-building and networking skills
• Confidence presenting to groups and leading educational sessions
• Clear and professional communication—both written and verbal
• Able to manage multiple priorities and work independently in a goal-driven environment
• Strong organizational, time management, and follow-through skills
• A proactive mindset with the ability to identify opportunities and take initiative
• Ability to work flexible hours, including occasional evenings and weekends for events
• Reliable transportation for attending offsite community and business development events
• Drivers License required
• Strong attention to detail and commitment to maintaining confidentiality
• Ability to meet deadlines and manage projects or tasks

Other

• Ability to work in a hybrid of office and community-based work (approximately 20% office, 80% external events)
• Requires frequent communication via phone, email, and in-person interactions
• Physical demands include extended periods of sitting, computer use, and occasional lifting of materials (up to 20 lbs)

Benefits

• Medical / Dental / Vision coverage (including qualified dependents)
• Company paid Life Insurance, STD, LTD, Voluntary Life Insurance Coverages
• Flexible Spending Account (Health and Dependent Care)
• 401(k) plan with a 5% company match
• A generous time off program
• Employee discount on certain credit union services and products
• Free on-site parking
• Team Dividend Bonus and 401k Profit Sharing Opportunities

Working Conditions

• Hybrid of office and community-based work (approximately 20% office, 80% external events)
• Requires frequent communication via phone, email, and in-person interactions
• Physical demands include extended periods of sitting, computer use, and occasional lifting of materials (up to 20 lbs)

Equal Employment Opportunity (EEO)

EFCU is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status, or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities.