Corporate Partnership Representative (Pasadena, CA)

Pasadena, CA, United States

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We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.

Salary Grade:

159E

Salary Pay Range for This Position:

$87,900.00 - $131,800.00

POSITION SUMMARY:

Responsible for helping to drive the business development efforts spanning new member acquisition, member onboarding, member retention, and further member engagement of credit union products and services. Identifies both business and community partners with the goal of member acquisition.

Acts as the primary support for the Wescom Mobile Branch, on-site employers, member acquisition, and advertising events. Has primary responsibility for supporting any community outreach, advertising/or marketing campaign associated with any strategic partnership the credit union may enter into. Spearheads onsite SEG and community activations in support of membership growth, financial literacy education, and increased branch community involvement throughout branch network. Identifies potential SEG partnerships, onboarding new SEGs, and generating SEG business growth. Acts as a point of contact for SEGs and branches for business relationship matters.

Provides administrative support to the Corporate Partnership Manager by preparing reports, compiling and tracking of certain department metrics. Maintains internal tracking of spreadsheets to properly monitor key data.

ESSENTIAL POSITION FUNCTIONS:

Schedules and conducts membership on-site presentations to discuss Wescom membership and provides education on Wescom products and services.

Responsible for opening new memberships and other products and services at employer sites, mobile branch events, advertising events, and other community events throughout our branch network communities.

Identifies potential employers for business development activities such as member acquisition and further engagement of Wescom products and services. Once relationship is established the Corporate Partnership Representative will be responsible for maintaining a successful relationship with the Selected Employer Group.

Responsible for identifying outreach opportunities for member acquisition, further engagement of Wescom products and services and member retention.

Works with marketing communication to create and coordinate member acquisition campaigns, membership product and services engagement campaigns, and membership retention campaigns.

Responsible for using appropriate channels to communicate marketing promotions to staff members.

Responsible for tracking member acquisition, engagement, and retention efforts.

Assists in creating written correspondence including, but not limited to, memos, flyers, marketing letter, and other materials.

Maintains an awareness of new trends and developments in marketing and financial services products and services and member acquisition.

Must be willing to be available during non-traditional business hours and travel to branches, employer sites, marketing, community or business development events within Wescom’s field of membership.

EDUCATION, EXPERIENCE, SKILLS AND ABILITIES:

Bachelor’s Degree in Marketing or Business and five or more years experience in a financial institution is preferred.

Ability to demonstrate strong communication skills, both written and oral; ability to quickly embrace change and effectively lead others through change; consistently demonstrates professionalism; ability to work in a fast paced environment; ability to work well with others and be a team player; and ability to be creative, productive and goal oriented. Must be detail oriented with strong organizational skills. Must be proficient in job related technology applications including the Credit Union’s operating system and lending system.

COMPUTER SKILLS:

Highly proficient in Microsoft Applications (Word, Excel, PowerPoint, Outlook). Must be proficient in technology applications including the Credit Union’s operating system and specialized software required for performance of position.

Must maintain proficiency in using and demonstrating all technology available to members including but not limited to mobile and online banking services. Familiar with desktop publishing software such as Quark, PageMaker, Photoshop, and Illustrator. Solid understanding of using the web and web applications such as social media, blogs, and online marketing.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages and to draw and interpret bar graphs.

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. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.

The noise level in the work environment is moderately quiet. It is a non-smoking environment.

The above job requirements are representative of minimum levels of knowledge, skills and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by management.

If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial ,Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties.

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