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10Sep

Community Outreach & Education Representative

Dupaco Community Credit Union,

At a credit union like Dupaco, people are worth more than money. As a not-for-profit financial cooperative, we are committed to offering sound financial advice to help members and potential members get money ahead. Our Community Outreach & Education Representatives create valued relationships with businesses, schools, universities/colleges, and various community organizations by providing on-site, online, and on-demand expertise to help individuals identify ways to cut costs, free up money, systematically save for a brighter future, and establish new relationships with Dupaco. 

You’ll be:

  • Joining the Cedar Rapids Community Outreach & Education team with onsite visits, initial sales calls, and ongoing relationships in all chartered counties
  • Identifying and establishing connections with mission aligned community organizations and explaining Dupaco’s Community Outreach & Education program (via phone calls, onsite visits, email, etc.)
  • Building and maintaining relationships with Select Employment Groups (SEG’s) in an effort to increase membership by providing on-site personalized financial guidance and educational presentations (ie. budgeting, credit history lessons, and money makeovers)
  • Preparing new member applications for all types of account ownership to establish long term loyal member relationships
  • Understanding the technology that is available to members and demonstrating how to use it during onsite visits
  • Connecting with individuals to understand their full financial picture and actively listening to identify the member’s unique needs
  • Deepening Dupaco’s relationship with new and existing members by referring them to the appropriate financial products and services to help the member plan for and achieve a successful financial future
  • Gathering pertinent information for loan applications to structure the loan according to the members needs and submitting the loan for underwriting
  • Working closely with Marketing to find new potential member opportunities, analyzing prospects and developing target market strategies
  • Performing other duties as assigned

You’ll need:

  • Bachelor’s degree in a related field or equivalent experience
  • 2-5 years financial industry, sales, and/or customer service experience
  • Flexible availability to meet the needs of our SEG and community partners (includes occasional night/weekend availability)
  • Must be self-starter with high energy and motivation
  • Excellent written, verbal, public speaking, and presentation skills
  • Ability to make sound decisions based on understanding of financial industry regulations
  • Willingness to frequently travel to various sites (typically within 1.5 hours of Cedar Rapids)
  • Ability to adapt your approach and thrive while working with diverse groups of people in a variety of work environments
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Job Details

Req Num COMMU01485
ID 742563
Location
Positions 0
Type
--
Status
--
Pay --
Categories
Banking/Mortgage/Financial Services
Customer Service
Sales/Service
Benefits

Preferred Candidates

Years of Experience --
Education --

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