Community Relationship Specialist

Job Description

ABOUT US:

Oklahoma's Credit Union has been happy to help Oklahomans for over 60 years. From the beginning, OKCU has sought to keep people economically independent by helping them learn to save and borrow responsibly. We have over half of a billion dollars in assets and employ over 135 people. OKCU offers branch access at over 91 locations across Oklahoma and over 5,000 locations nationwide. We serve over 46,000 people who enjoy benefits such as low or no fees on services, higher rates on deposits, and low rates on home or auto loans.

At OKCU, we are happy to guide you through a comprehensive training program to find a career path that works for you. Experience a robust benefits package and have a little fun along the way.

ABOUT YOU:

You really care about helping people in your community. You are always thinking of ways to make your job or life easier. You are the kind of person who likes to be held accountable, you don't want to leave anyone hanging! You love helping people do more with their money. You enjoy a happy place to work.

Join a community that puts people first, not profits. Want to learn more about who we are and what we're about? Take a look at what's important to us and hopefully it's important to you, too.

VISIT:

okcu.org

facebook.com/OklahomasCU

instagram.com/oklahomascreditunion

linkedin.com/company/oklahomascu

twitter.com/OklahomasCU

youtube.com/user/MyOECU

ESSENTIAL FUNCTIONS:

Provide outstanding service and contribute to overall team effort.

Maintain knowledge of credit union products, services and policies.

Build and maintain relationships with key community partners, including but not limited to:

Select Employment Groups (SEGs)

State agencies

Non-profits

Youth in foster care and foster care champions (including but not limited to youth currently in foster care or transitioning out of foster care, state agencies, non-profits, businesses, shelters and any other organization that supports and advocates for youth in foster care)

Civic groups

Local businesses

Realtors and more

Create new community relationships by conducting research on the potential partner, identifying and meeting with decision makers and presenting solutions that benefit the partner and the credit union.

Prepare, schedule and conduct financial education workshops in-person or virtually for assigned community relationships to generate leads and grow membership.

Organize community programs and coordinate special events that will promote product and services of the credit union to expand select employment groups (SEGs) and the field of membership.

Provide quality referrals on OKCU products and solutions.

Respond to inquiries from community members and other interested parties.

Support other members of the Community Relationship team by filling in when needed to support their relationship efforts.

Maintain records; track, analyze and report on all relationship activities and results.

Work closely with branch staff.

Meet individual goals and work to meet branch and credit union goals.

Meet licensing and certification requirements as needed.

Ensure confidentiality regarding member transactions and information.

Ensure compliance with all credit union policies and procedures.

EDUCATION AND EXPERIENCE:

Bachelor’s degree in business, marketing, journalism, or a related field.

Two years’ experience in a similar position, or the equivalent combination of college level education and experience is acceptable.

Bi-lingual in English and Spanish is a plus.

BENEFITS FOR FULL-TIME EMPLOYEES:

Employee medical coverage 90% paid by OKCU

Employee dental, vision and life insurance paid by OKCU

Tuition reimbursement program

BENEFITS FOR ALL ELIGIBLE EMPLOYEES:

401(k) contribution match of up to 3%, plus additional profit-sharing match of 3%

Volunteer opportunities to serve the community

Gym membership reimbursement

Comprehensive training opportunities

And much more

Oklahoma's Credit Union is an EEO/AAP employer.

Full-time