Position Summary: Via Credit Union is seeking a Community Relationship Coordinator representing Via Credit Union and is responsible to present and develop new opportunities or relationships for the credit union. Cultivate new and existing relationships for all facets of the organization and attend, exhibit, and present at trade shows, schools, senior and employer benefits fairs and other events and opportunities. The Coordinator schedule is Tuesday - Saturday and will attend some evening and week-end community functions and events in Warsaw, Kosciusko County, and nearby counties in the field of membership.

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Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions:

• Represent ViaCU and be a visible presence in the local community at various meetings, events, organizations, and trade associations to develop new relationships and referrals, and promote the credit union. May require attendance at some evening and week-end community functions.
• Generate new inquiries and cultivate existing relationships for all facets of the community, auto dealers, RV/boat and motorcycle dealers, brokers, realtors, employers, etc. to present information on available services such as deposit accounts, lines of credit, cash management, electronic banking, lending products, or investment services as appropriate.
• Meet established expectations in number of scheduled presentations and scheduled/unscheduled visits to community organizations and businesses.
• Attend, exhibit, and present at appropriate trade shows, schools, senior and employer benefits fairs, employer sponsored events, and other opportunities.
• Promote financial literacy by conducting seminars of various topics at employer locations and in classrooms, as requested.
• Research the demographics of Warsaw, Kosciusko County, and nearby counties in the credit union’s field of membership. Develop strategic plans for development of new relationships or referrals and provide tactical steps for implementation.
  • Contact potential member base in a variety of methods and follow-up methods, via telephone, site visits, letters, e-mails, and direct mail campaigns.
  • Assess the methods that are successful in developing business.
• Promote all products and services with cross-selling to meet members’ needs.
• Manage the distribution of current promotions.
• Maintain knowledge of ViaCU products and services and recommend as needed.
• Develop product/campaign suggestions because of community and employer meetings.
• Maintain an attendance record at community meetings/events, visits, etc., expenses, and mileage.
• Provide reports of business contacts, meetings, and presentations.
• Manage a database that tracks contact’s information, follow-up plans, growth, penetration, and company values.
• Become active in at least two community organizations or clubs that contribute to the community in a positive way.
• Participate in planning of membership growth goals and referral sources.
• Travel within field of membership counties, primarily responsible for Warsaw, Kosciusko County, and nearby counties.

Skills & Abilities:

Education: High School Diploma or equivalent; Bachelor’s degree from a four-year college or university preferred.

Experience:

• Previous experience in sales, marketing, and/or public relations required.
• Prior demonstrated experience in public presentations and/or public speaking.
• Familiarity with Warsaw/Kosciusko County and surrounding field of membership counties.
• Must possess excellent verbal and written communication and listening skills.

Computer Skills: Proficient with Microsoft Office Suite and Outlook

Certifications & Licenses:

• Possess valid driver’s license
• Must be insurable
• Must have reliable transportation

Position Expectations:

• Demonstrate and consistently model the ViaCU brand based on the mission, vision, and values.
• Demonstrate honesty and integrity and be seen as credible in the workplace.
• Accept responsibility and be accountable for your actions.
• Demonstrate ability to take care of the members’ needs while following company procedures, resolve the issue in an antagonistic situation.
• Demonstrate and model strong interpersonal skills, maintain a positive and respective attitude.
• The ability to formulate sound decisions using the available information.
• Act as a role model within and outside of the department.
• Adhere to company policies and procedures, maintaining confidentiality, and demonstrating the ability to handle sensitive matters.
• Excellent organizational skills and initiative to improve processes.
• Communicate regularly with department head about issues.
• Demonstrate flexible and efficient time management, ability to work independently and prioritize work and complete within given deadlines.

Benefits Summary:

Health, Life & Disability Coverage

• Affordable medical, dental, and vision (employer co-pay)
  • Prescription Drug Plan included in the medical insurance
  • Employee Assistance Program included in the medical insurance
• Flexible Spending Account – Dependent Care
• Flexible Spending Account – Unreimbursed Medical
• Basic Life Insurance (employer paid)
• Voluntary Life & AD&D
• Long Term Disability (employer paid)
• Travel AD&D (employer paid

Paid Time Off

• Vacation
• Sick: 72 hours annually
  • Unused hours rolled over to a Sick Bank
• Personal: 16 hours annually
• Free Saturday (after 1 year)
• Holidays: 9 paid holidays
• Community Service Day: Employer paid
• Bereavement Pay

Financial & Retirement Planning

• Competitive Pay
• Annual Performance Reviews
• Incentive Pay: Some positions qualify for incentive pay
• 401(k):
  • Safe Harbor Non-Elective (employer paid)
  • Elective Deferral: Employee contribution, minimum of 1%
  • Company Match: Employer contribution, dollar for dollar, up to 3% of annual compensation
  • Discretionary Profit Sharing

Physical Demands:

N (Not Applicable) Activity is not applicable to this position.

O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs/day)

F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)

C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs/day)

Occasionally: Reach above Shoulder, Squat or Kneel, Bend, Lift/Carry and Push/Pull 11 -100 lbs

Frequently: Sit, Walk, Stand, Climb, Reach Outward, Bend, Lift/Carry and/or Push/Pull 11-20 lbs

Constantly: Reach Outward, Manually Manipulate, Visual Accuity, Talk, Hear/Listen, Lift/Carry 10 lbs or less, Push/Pull 12 lbs or less

Not Applicable: Crawl

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job in an office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be in a fast paced, stressful environment. Some outside environmental conditions, especially while traveling to meetings, training, or meeting with members. The noise level in the work environment is usually moderate.