Community Development Executive, Nevada

Are you passionate about making a positive impact in your community? Do you have a strong background in community development and a desire to support financial well-being for individuals and businesses? Look no further! We are seeking a dedicated and driven Community Development Executive to join our reputable credit union.

At SCE Credit Union, we aim to empower our members and the community at large by providing accessible financial services, promoting financial literacy, and supporting local economic growth. As a Community Development Executive, you will play a vital role in achieving these goals.

The Community Development Executive (CDE) is responsible for engaging within the communities we serve by bringing financial education to adults and by actively representing SCE FCU through continual participation in community events. The CDE manages a Community Based Organization (CBO) portfolio and finds new opportunities to assist with promoting the overall goals of the Credit Union to deepen member relationships and increase our growth. The CDE contacts, visits, and engages existing SEGs to secure new accounts, loans, and educate employees on SCE FCU products and services while providing a high level of prompt, efficient, and friendly member service.

This position is located in the Southern Nevada (Las Vegas) area. A hybrid remote work option is available. You would be expected to periodically work from an office at our Sahara Branch location and build relationships with branch personnel and leadership.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Financial Capability

• Identify, develop, and maintain relationships with organizations (CBO’s, Civic Groups, Universities, and Select Employer Groups) to identify, plan, and execute Financial Education workshops that will meet SCE FCU’s strategic objectives.

• Collaborate with marketing to effectively promote financial education, community development efforts, and campaigns.

• Conducts presentations on SCE FCU’s products, services, and the Credit Union difference.

• Effectively cross-sells SCE FCU products and services to the participants.

• Interviews members to obtain information and determine their financial services needs.

• Communicate with branches and departments to ensure heightened awareness of special events, community development and financial education outreach efforts.

• Provide timely follow-up and follow-through with members, non-members, CBO groups, staff and public inquiries.

Community / Partner Support

• Conduct financial education presentations throughout the community, designed to prepare members for all aspects of financial health.

• Collaborates with community partners and internal Credit Union departments to suggest enhancements to, or new products and services

• Works closely with a wide range of organizations both in the public and private sector and builds awareness of SCE FCU’s financial education program as well as the credit union’s products and services.

• Create and deepen a portfolio of local relationships and community development organizations that position SCE FCU as an innovator in financial inclusion and community development.

• Participates in community events held by CBO partners to helps strengthen the relationship.

• Works with BDE to contact current decision makers at SEGs & partner community-based organizations to plan and coordinate financial education workshop for the employees.

• Works with Elite representative or CBO contact to set up Classes (Date, Time, Location) for classes held at each SEG’s and partner community-based organizations.

Measurement and Reporting

• Maintains, tracks and measure the success of his CBO relationships and collaboration outcomes.

• Maintains logs for new and existing members, tracks and monitors results. Reports all weekly activities, including visits, classes, goals, and outcomes of all activities.

• Track, analyze, and plan annual CBO involvement in collaboration with partner representatives and the Director of Community Advocacy

• Produce reports on a monthly and quarterly basis recapping successes/challenges and results for financial literacy classes held at SEG’s and CBO’s

• Tracks progress of Financial Education strategic goals for each branch location and communicates progress on goals with branch managers.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

• High school diploma or general education degree (GED)
• Three to five years similar or related experience; financial services and successful sales experience or related experience and/or training; or equivalent combination of education and experience.
• Must have experience presenting to a large audience.

Language Skills

Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Bilingual (English/Spanish) skills desired.

Interpersonal Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with members, community partners, and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Independent Judgment

A professional level of self-direction and autonomy is expected of this position. Diversified procedures, specialized job standards, and specific policies, as well as agreed upon objectives, deadlines and priorities limit the latitude permitted for independent judgment requiring analytical ability, judgment, and time management skills. The team member prioritizes their workflow, carries out the successive steps and handles problems and deviations in the work assignment in accordance with instructions, policies, previous training, or accepted practices.

Computer Skills

To perform this job successfully, an individual should have knowledge of Spreadsheet software and Word Processing software.

Other Skills and Abilities

Must possess excellent oral communication skills and demonstrate follow-up skills with the ability to multi-task.

A professional level of self-direction and autonomy is expected of this position. The team member prioritizes their work-flow, carries out the successive steps and handles problems and deviations in the work assignment in accordance with instructions, policies, previous training, or accepted practices.

Other Qualifications

Must be able to travel 60% - 75% of the time locally in Southern Nevada.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to use hands and fingers to handle and feel documents and equipment; and talk or hear.
• The employee is frequently required to stand, walk, sit, and reach with hands and arms.
• The employee is frequently required to operate a motor vehicle and sit for extended periods of time.
• The employee must occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by this job include close vision and distance vision.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently exposed to outside weather conditions. The noise level in the work environment is usually moderate.