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Financial Education Events Specialist

Company: Advancial Federal Credit Union
Location: Dallas
Posted on: March 28, 2020

Job Description:

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we always strive to provide the best service and products to our members because we love what we do. We work together to build a culture that promotes a positive employee experience. We've been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we're serious about building fulfilling careers and not just day jobs. We invite you to learn more about this position and what Advancial has to offer by completing our online application. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity PostersAdvancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information.If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you'd like to view a copy of the company's affirmative action plan, please complete this form.The Financial Education Events Specialist (Business Relations Officer) is a critical member of Advancial Federal Credit Union. This individual develops and implements business relations activities and strategies to promote growth and positioning of the Credit Union and its products and services primarily among select employer groups (SEG). Scope of Responsibilities:

  • Develops and implements business relations activities and strategies to promote growth and positioning of the Credit Union and its products and services primarily among select employer groups.
  • Serves as the Credit Union's outside sales representative by actively identifying, cultivating, soliciting, acquiring, developing and servicing relationships with targeted businesses and groups.
  • Develops an ongoing planned program for scheduled site visits, tracking site visits and reporting of site visits.
  • Markets full participation to new members through active promotion of Credit Union products and services during enrollment activities.
  • Regularly presents financial education to current and prospective members in order to increase Credit Union participation.
  • Provides creative assistance in collaboration with Marketing Department which is critical in content creation.
  • Provides comprehensive written reports on development efforts.
  • Provides statistical reports as needed and keeps outlook calendars current of all activities.
  • Responsible for maintaining a working knowledge of computer equipment and software required including SEG Manager, Symitar, eDocs, PerformancePro, Microsoft Word, Excel, PowerPoint, Outlook, etc.
  • Keeps up-to-date on all Advancial products and services. Required Qualifications:
    • Bachelor's Degree (B.A.) from four (4) year college or university; or two (2) years related experience.
    • This position requires regular non-traditional/weekend hours.
    • Highly proficient with MS Outlook, Word, Excel, and PowerPoint.
    • Impeccable communication skills, both written and verbal.
    • Highly professional, responsible, engaging and effective .
    • Exceptionally organized.
    • Strong customer service orientation.

Keywords: Advancial Federal Credit Union, Dallas , Financial Education Events Specialist, Education / Teaching , Dallas, Texas

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