Membership Development Representative

Essential Functions & Responsibilities

• Increases visibility and obtains new members by promotion and education of credit union products and services.
• Attends events on behalf of the credit union to discover new network opportunities and remains active in the community.
• Assists with planning and participates in community, business development and member retention events.
• Counsels and assists members with financial matters.
• Conducts regular phone calls and visits to promote credit union awareness within the schools and community.
• Compiles detailed and accurate reports related to business development activity.
• Maintains working knowledge of regulatory compliance related to member services and financial services area to include (but not limited to): USA Patriot ACT, Red Flags, Truth in Savings, Privacy, etc.
• Develops and maintains strong knowledge of credit union products and services.
• Public speaking representative for events of all sizes (up to 200+) representing the Credit Union.
• Performs other job-related duties as assigned.