ROLE
The Strategic Outreach Coordinator supports Topside's growth strategy by strengthening relationships with affiliatedorganizations and community partners, expanding awareness of credit union products and services, and contributingto measurable member and loan growth. This role executes outreach initiatives that align with departmentalpriorities, supports strategic engagement plans, and serves as a key connection between the credit union and itscommunity partners through consistent, high-quality interactions.
MAJOR DUTIES AND RESPONSIBILITIES
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Proactively manage and support relationships with affiliated organizations by executingtargeted outreach activities, presentations, sign-up events, and one-on-one interactionsdesigned to increase engagement, participation, awareness of credit union services, andsupport new member and loan growth goals.
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Participate in community events, financial education initiatives, and credit union functionsthat align with outreach objectives and contribute to organizational visibility, communitypresence, and overall departmental goals.
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Prepare, coordinate, and distribute outreach, presentation, and marketing materials that reinforce brand standards, organizational messaging, and campaign priorities while collaborating with the Marketing Team and other departments to support organizational outreach and growth initiatives.
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Track, monitor, and maintain accurate records of affiliated organizations, key contacts, outreach activities, engagement metrics, and related data to support reporting, strategic planning, informed decision-making, relationship continuity, and continuous improvement efforts.
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Respond to inquiries from prospective and current members in a timely, professional, andservice-oriented manner while maintaining strong product and service knowledge to supportrelationship-building, member satisfaction, and conversion opportunities.
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Demonstrate professionalism, effective communication skills, and a commitment toexceptional member service while performing assigned projects, administrativeresponsibilities, and other duties as requested by management.
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Work in conjunction with the Marketing Representative to prepare marketing materials for the company.
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Comply with all company policies and procedures, as well as all applicable federal, state, andlocal laws and regulations, including but not limited to the Bank Secrecy Act (BSA), USAPATRIOT Act, and Office of Foreign Assets Control (OFAC) requirements.
KNOWLEDGE AND SKILLS
Spanish speaking is a plus.
EXPERIENCE
Six months to two years of similar or related experience, including time spent in preparatory positions.
EDUCATION/CERTIFICATIONS/LICENSES
A high school degree or GED is required.
INTERPERSONAL SKILLS
Courtesy and tact are essential elements of the job. Work involves personal contact with members and others insideand outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaininginformation or instructions, updating or referring. Communications generally require shorter and not in-depthdiscussions.
ADA Requirements
PHYSICAL REQUIREMENTS
This position requires regular physical activity and the ability to safely lift and carry up to 40–50 pounds. Employees must be able to frequently pack, unpack, load, organize, and transport event and promotional materials, including the setup and breakdown of equipment such as tents, displays, and event props. The position also requires the ability to bend, sit, stand, walk, and move throughout the workday in order to perform both sedentary and active job duties. Employees must be capable of climbing and descending stairs in emergency situations. Candidates must be able to operate standard office equipment, including computers, keyboards, telephones, copiers, facsimile machines, and calculators. The role requires the ability to perform computer-based work for extended periods, averaging 6–8 hours per day as needed. Employees must also be available to work extended hours and travel off site when required to support operational or organizational needs. Regular, reliable, and timely attendance is an essential function of this position.
WORKING CONDITIONS
Employees must be able to work both indoors and outdoors in varying weather conditions, including rain, snow, sleet, wind, heat, and direct sunlight. The position requires the ability to stand, walk, bend, reach, lift, and perform other physical tasks for extended periods during event setup, operation, and breakdown activities. This position may also be eligible for hybrid remote work in accordance with organizational policy and operational needs.
MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently or with limited supervision and work effectively either on own oras part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must beable to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able tospeak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmlyand professionally with numerous different personalities from diverse cultures at various levels within and outside ofthe organization and demonstrate highest levels of member service and discretion when dealing with the public. Mustbe able to perform responsibilities with composure under the stress of deadlines / requirements for extremeaccuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changingpriorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Acknowledgment
Nothing in the position description restricts management's right to assign or reassign duties and responsibilitiesto this job at any time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.This job description is not a contract and should not be construed as a guarantee of employment for any period oftime. Topside FCU is an equal opportunity employer with respect to all protected groups, including protected veteransand individuals with disabilities. Topside FCU conforms to all applicable federal, state, and local laws. This policy doesnot override or alter any regulatory obligations that may apply to specific roles or departments.
