About the role

  • Community Engagement Liaison leading community engagement initiatives and business growth for Apple Federal Credit Union. Collaborating with partners and assessing community needs while supporting events and enrollment.

Responsibilities

  • Under general supervision, but following established policies and procedures, leads community engagement initiatives that result in business generation.
  • Collaborates and engages with community partners and employees to accurately assess community needs that drive business growth.
  • Provides support to participating school districts and business partners by conducting on-site and/or virtual open enrollment sessions and participating in community festivals and partners' benefits fairs to assist members/potential members in understanding and using credit union products and services.
  • Adapts to changing needs while maintaining positive relationships with community and business partners, including identifying new business opportunities.
  • Performs other Community Engagement duties as assigned by the Community Engagement Officer.
  • Performs duties and responsibilities in accordance with The Apple Way principles, of Team Up, Serve with Purpose, Challenge Yourself and Own It.
  • Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act.
  • Measures all new membership growth and activity from community events, benefits fairs, and open enrollments in an effort to inform future decisions regarding event participation.
  • Supports other Community Engagement efforts including volunteer events, shred events, and Apple-generated drives (school supply, food, etc.).
  • Supports and nurtures branches in community engagement activities including the management of the community events calendar.
  • Encourages branch managers and other staff participating in community events through positive coaching skills learned in AWIS and through leading by example.

Requirements

  • Minimum three to five years financial services industry experience and/or sales experience required.
  • Minimum three years event planning experience or equivalent preferred.
  • A high school education or GED.
  • AA or BA/BS preferred.
  • Fluency in Spanish and English (speaking, reading, and writing) is required to effectively engage with Spanish-speaking members, deliver presentations, and support community partners.
  • The ability to lift 25 lbs. and utilize standard office equipment including, but not limited to, PC, fax, copier, telephone, etc.

Benefits

  • Medical, dental and vision coverage
  • 401(k) with employer match
  • Paid time off and 11 paid federal holidays
  • Paid volunteer time to give back
  • Tuition reimbursement and ongoing training opportunities
  • Annual TEAM Bonus plan.

Job title

Community Engagement Liaison

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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