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Community Outreach Representative

Dupaco Credit Union

Cedar Rapids, IAJobSeen 5 days agoSeen in employer's feed 1 day ago

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At a glance

Compensation
No compensation found
Location
Cedar Rapids, IA
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Bachelor's degree

Job overview

The role focuses on building relationships and expanding Dupaco Credit Union’s reach by developing partnerships with local businesses, community organizations, and members, driving growth through sales, member onboarding, and tailored financial solutions while delivering presentations and leveraging technology to enhance member relationships.

Skills & qualifications

RequiredNice to have

Skills

Presentation SkillsCustomer ServiceSalesMicrosoft OutlookMicrosoft ExcelEnthusiasticFunctional ExpertDetail Oriented

Qualifications

High School or BetterBachelor’s Degree in Related Field or Equivalent Experience2-5 Years Customer Service, Sales, and/or Business Development

Full job description

Description

Passionate about building relationships and making a positive impact in the community? This role focuses on developing strong partnerships with local businesses, community organizations, current members, and prospective members to drive growth and expand our reach. By serving as a trusted resource, you'll help individuals and businesses strengthen their financial well-being through tailored products, services, and solutions that meet their unique needs.

A Dupaco Career is different. You'll work with an inclusive crew of caring and passionate people working together toward a higher purpose. When you get here, you’ll know that your voice is valued and heard. You’ll find new and unique ways to make a positive impact just by being you. Dupaco offers a comprehensive benefits package, a competitive salary, and various development opportunities!

#DupacoDifference. https://www.youtube.com/watch?v=Oy\_rZxNXcC8

You’ll be:

  • Joining the Cedar Rapids Community Outreach team with onsite visits, initial sales calls, and ongoing relationships in all chartered counties.

  • Assist with credit union growth by increasing membership and member deposits and loans.

  • Manage on-going relationships with businesses and partnerships through regular communication and on-site visits.

  • Onboard new members in a quick-paced environment while maintaining a high level of accuracy.

  • Identify existing member and new member needs with a focus on deepening relationships by looking for ways to increase the average number of products per member.

  • Generate leads with the intent to grow your book of business with support from team.

  • Proficient in reading credit reports with the ability to identify loan referrals.

  • Develop an understanding of credit union products and services with the ability to make a qualified sales referral to subject matter experts.

  • Assist in creating and delivering presentations with the intent of educating, while promoting Dupaco products and services.

  • General understanding of technology utilized to enhance business and member relationships including tracking sales calls, visits and presentations with current and prospective contacts.

  • Perform other duties as assigned.

You'll Need:

  • Bachelor’s degree in related field or equivalent experience.

  • Experience in sales preferred.

  • Must be self-starter with high energy and motivation.

  • Excellent written, verbal, public speaking, and presentation skills.

  • Ability to make sound decisions with a thorough knowledge and understanding in credit union policies and procedures.

  • Ability to make sound decisions based on understanding of financial industry regulations.

  • Ability to travel to various sites.

Qualifications

Skills

Preferred

  • Presentation Skills: Advanced

  • Customer Service: Advanced

  • Sales: Advanced

  • Microsoft Outlook: Some Knowledge

  • Microsoft Excel: Some Knowledge

Behaviors

Required

  • Enthusiastic: Shows intense and eager enjoyment and interest

Preferred

  • Functional Expert: Considered a thought leader on a subject

  • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Motivations

Required

  • Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business

  • Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Preferred

  • Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals

Education

Required

  • High School or better

Experience

Required

  • 2-5 years: Customer service, sales, and/or business development

Preferred

  • Financial Industry

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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