Membership Development Representative

Responsible for retaining and expanding existing account relationships and acquiring new members. Develops activities and strategies to promote growth of the credit union by attracting new members.

Essential Functions & Responsibilities include but are not limited to:

• Increases visibility and obtains new members by promotion and education of credit union products and services.
• Attends events on behalf of the credit union to discover new network opportunities and remains active in the community.
• Assists with planning and participates in community, business development and member retention events.
• Conducts regular phone calls and visits to promote credit union awareness within the schools and community.
• Compiles detailed and accurate reports related to business development activity.
• Maintains working knowledge of regulatory compliance related to member services and financial services area to include (but not limited to): USA Patriot ACT, Red Flags, Truth in Savings, Privacy, etc.
• Develops and maintains strong knowledge of credit union products and services.
• Public speaking representative for events of all sizes (up to 200+) representing the Credit Union.
• Yearly review of Chamber of Commerce sites and utilize digital blast to Chamber members, monthly or as often as membership will allow.
• Performs other job-related duties as assigned.