At OnPath Credit Union, we share a passion for delivering exceptional service.
Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success.
If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you!
Voted eleven years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer:
- Competitive Compensation
- Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan
- Paid Vacation, Wellness, Sick Time, and more!
Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are.
We are looking for a Market Growth Coordinator for the Tallahassee Market in Florida to join our team! The salary range for this position is $56,159.83 to $70,199.78 based on skills and experience.
SCOPE:
As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with the surrounding departments, provides cost effective financial services for the benefit of our members who are our primary focus. Our core values are what make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our members and to each other. We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. Our Integrity is not an option. We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members and the communities we serve.
Role
As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with the surrounding departments, provides cost effective financial services for the benefit of our members who are our primary focus. Our core values are what make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our member’s and to each other. We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. Our Integrity is not an option. We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members and the communities we serve.
Primary Function:
The Market Growth Coordinator- Florida Market is responsible for achieving established individual and departmental goals around membership and revenue growth. This role will work collaboratively with other departments to execute the business development strategy by enrolling new employee groups, communicating with said groups, enrolling new members into the credit union, and serving as a liaison between the credit union, business partners, and the community. Works unconventional hours and travel frequently within the field of membership.
The Market Growth Coordinator- Tallahassee Market will assist employees and all appropriate internal credit union partners. Conducts daily business interactions and maintains constant alignment with OnPath’s mission, culture, and core values. Encourages others to act with mission, culture, and core values in mind always. Demonstrates initiative and sound judgment in the absence of specific direction from management. Ensures value through decision making that supports credit union goals and interests. Passionately displays a desire to build rapport and expand relationships with all members both internally and externally. Stays informed on OnPath’s products and services to provide the right recommendations to the right members at the right time. Promotes and maintains a positive image of the credit union to peers, members, and communities we serve.
Major Duties and Responsibilities
- Travels within 100 miles of market to engage with potential members and employee groups to present credit union products and services. Foster relationships with current employee groups through regular communication and visits, circulating relevant materials and updates.
- Organize membership drives and special events to introduce the credit union to existing and potential members, partners, and employee groups.
- Collaborate with marketing, business development, and community engagement teams to ensure successful group events aligned with the Credit Union's brand.
- Serve as a brand ambassador at professional and community gatherings.
- Achieve organizational and departmental goals and performance objectives.
- Utilize necessary software for lead management, account opening, and other technology relevant to the role.
- Prepare and submit required reports and records accurately and promptly.
- Attend and actively participate in credit union meetings and training sessions in person when required. This may warrant travel to areas in Louisiana.
- Adhere to the budget for business development to maintain projected expenses.
- Stay informed about legal and regulatory compliance in marketing, business development, and field of membership requirements.
Knowledge and Skills
Experience
- Two to five years of similar or related experience;
- Has worked in the credit union movement or;
- Has worked in sales or;
- Is well networked throughout the Florida Sheriff’s Office community
Education/Certifications/Licenses
- A two-year college degree or completion of a specialized course of study at a business or trade school.
Interpersonal Skills
- A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports 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. Typically includes subject matter experts as well as first level to middle managers.
Other Skills
- Ability to travel within 100 miles of market in order to cover OnPath's Florida service area.
- Self-starter,
- Demonstrates strong ability to take initiative;
- Out-going and enjoys working with people;
- Problem-solver, determined, and actively looks for solutions;
- Disciplined;
- Goal-oriented;
- Strong interpersonal, organizational, and critical thinking skills.;
- Proficiency in computer applications and other business equipment.
- Must have the ability to learn new programs and work in a professional manner;
- Must be able to work quickly, independently, and accurately;
- Excellent written and oral communication skills;
- Ability to perform non-complex arithmetic calculations (addition, subtraction, multiplication, division, percentages);
ADA Requirements
Physical Requirements
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 sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 5 pounds and frequently lift and/or move up to 25 pounds.
Working Conditions
Must be able to routinely perform work indoors and outdoors. Frequently visit other offices and working environments in order to hold meetings and membership drives. The noise level in the work environment is usually moderate. Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that 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.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Disclaimers
Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that 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.
OnPath FCU is an EOE/M/F/Disability/Veteran
