Member Education & Development Advocate I

About the role

The Education and Development team plays a pivotal role in driving the Credit Union's growth and engagement strategies by executing targeted business development, marketing, and financial education initiatives. The ideal candidate will possess a proven track record in consultative sales, relationship management, and business development, with an ability to forge long-term strategic partnerships within our sponsor organization, The Walt Disney Company.

Responsibilities

• Represent the Credit Union at Sponsor Events: Take charge of the marketing and day-of execution for key Partner-Sponsored Resource Fairs, and table activations, ensuring the Credit Union’s presence is impactful and engaging. You’ll interact with existing and prospective members to increase brand awareness, drive membership growth, and foster long-term loyalty. You’ll also handle logistics before and after events to ensure flawless execution.
• Elevate Relationship Building and Advocacy: Establish and nurture deep relationships with key contacts within sponsor organizations and the broader community, cultivating influential advocates for the Credit Union’s brand. Your strategic networking efforts will ensure that the Credit Union is top-of-mind for both members and potential members.
• Engage New Hires and Create Awareness: Represent the Credit Union at new hire orientations by delivering compelling presentations on Credit Union products, services, and membership benefits. Promote branch locations and digital platforms to ensure new employees are aware of all available offerings from day one.
• Product Knowledge and Promotion: Possess and continually enhance your understanding of the Credit Union’s full range of products and services. Use your consultative sales skills to educate and encourage both cast members and potential members to take advantage of offerings that align with their financial needs. Drive awareness and usage of digital channels and branch services.
• Referral Process Management: Post-event, you will ensure all leads and referrals are promptly passed to the appropriate teams, such as PRWM, PHM, and Branch/Digital Teams, for follow-up within 24-48 hours. Your attention to detail will ensure smooth transition and follow-through on opportunities.
• Track Business Development Metrics: Track and report on all business development and educational activities, using data to analyze outcomes and identify areas for future growth. Reporting should be completed promptly (within 24 hours of event activation) to maintain the accuracy of performance metrics.
• Ensure High-Quality Brand Representation: Collaborate with the Marketing team to maintain consistency in branding and messaging across all events. You will ensure marketing materials meet the highest standards and are delivered in a timely manner for each event.

Requirements

Essential Responsibilities: Represent the Credit Union at Sponsor Events, Elevate Relationship Building and Advocacy, Engage New Hires and Create Awareness, Product Knowledge and Promotion, Referral Process Management, Track Business Development Metrics, Ensure High-Quality Brand Representation.

Qualifications

• Demonstrated experience in sales or relationship management, with the ability to engage with individuals at various levels of an organization to understand their needs and deliver tailored solutions.
• An entrepreneurial, self-starter mindset is essential, with the ability to work independently and strategically to drive business growth and long-term member retention.
• Exceptional networking and relationship-building skills, with the ability to cultivate deep partnerships across diverse community and business sectors.
• A background in financial education, financial institutions, or a related field is preferred. You must have a passion for helping others achieve financial wellness and be comfortable leading both group sessions and one-on-one financial coaching.
• Strong interpersonal and communication skills, with the ability to build rapport, foster relationships, and represent the Credit Union professionally in all interactions.
• Willingness to routinely approach individuals you do not know.
• Proven experience in a proactive face-to-face sales environment.
• Knowledge and understanding of Credit Union products and services.
• Strong verbal, interpersonal and listening skills.
• Attention to detail.
• Proven experience in business development, event facilitation, or a similar role.

Skills

• Demonstrated experience in sales or relationship management.
• Exceptional networking and relationship-building skills.
• Strong interpersonal and communication skills.
• Willingness to routinely approach individuals you do not know.
• Proven experience in business development, event facilitation, or a similar role.

Benefits

Combined with a comprehensive Total Rewards package, meaningful development opportunities, and an inclusive culture, you’ll find the support to grow, contribute, and build a career you truly love.

Pay

The hiring range for this position in Florida is $51,200 to $76,800 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. This role may also be eligible for additional compensation such as a bonus or long-term incentive units.

Schedule

This position requires the ability to: move self in different positions to accomplish tasks in various environments including tight and confined spaces, remain in a stationary position, often standing or sitting for prolonged periods, adjust or move objects up to 15 pounds in all directions, perform repeat motions that may include the wrists, hands, and/or fingers, use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together, verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly, hear average or normal conversations and receive ordinary information, prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.