Growth Officer - San Diego

University Credit Union is seeking a Growth Officer to empower the University Community with financial advantages. The role involves driving growth initiatives, managing business development projects, and fostering relationships with university partners to enhance engagement and expand reach within the community.

Responsibilities

• Develop and execute business plans that align with UCU’s goals, using data and past performance to fuel growth
• Set and achieve personal development goals focused on leadership, strategy, and technical skills
• Foster strong, lasting relationships with University Partners by executing contracts and leveraging resources to drive business growth
• Build and maintain contact lists for outreach, retention, and tailored service to both new and existing partners and members
• Attend University Community events to generate new business and promote UCU’s services
• Understand and maximize partner contracts to uncover new growth opportunities
• Listen to member needs and develop innovative programs to enhance relationships with both members and University Partners
• Lead engaging in-person and virtual meetings with university partners to showcase membership benefits and promote UCU’s core products and services
• Collaborate with partners and internal business units to create impactful university specific programs that address the financial needs of university stakeholders
• Plan and deliver educational financial wellness workshops (both in-person and virtual) to raise awareness of UCU’s offerings
• Reach out to current and potential members through calls, emails, site visits, and appointments to build relationships and drive engagement
• Partner with universities to identify new marketing opportunities through contract assets and innovative initiatives
• Maintain accurate, up-to-date contact lists, sales activities, and event details to ensure seamless tracking and follow-up
• Promote UCU’s full range of products and services, consistently meeting individual and team targets through a consultative, value-driven approach
• Actively participate in Growth Department meetings and initiatives to support UCU’s goals
• Share successes and insights internally to highlight and strengthen our competitive edge within the university community
• Partner with advisory centers and other internal teams to ensure seamless, collaborative service delivery, including coordinating training and volunteer opportunities at partner universities
• Provide backup support to fellow Growth Officers, including on-campus events, hub or advisory center support, and financial wellness workshops
• Keep management in the loop on key activities, challenges, and successes through regular team and one-on-one meetings
• Offer personalized financial consultations to empower members toward financial independence and effective self-service banking needs
• Use strong interpersonal skills to collaborate and influence across all levels of management, advocating for UCU with professionalism and respect
• Take on special projects, as assigned, with flexibility to work evenings or weekends as needed
• Stay up-to-date with trends in financial services and public relations, keeping an eye on competitor offerings
• Maintain a clean, secure, and professional work environment, ensuring the banking hub or advisory center is well-kept
• Be self-motivated, proactive, and ready to tackle challenges with a 'get-it-done' attitude
• Uphold the highest standards of professionalism, integrity, and confidentiality in all interactions
• Stay knowledgeable about UCU’s products and services, and how they compare to the competition
• Complete CCUFC certification training within the first six months to ensure continued growth and success in the role

Skills

• Associate degree in marketing, sales, or business-related field required
• Basic knowledge of Credit Union/ financial sector operations
• Understanding of business and media processes
• Minimum of one year of related experience, ideally in a sales environment
• Excellent oral and written communication skills
• Well organized
• Attentive to detail
• Strong project management abilities
• Able to use related computer applications
• An independent thinker and self-starter
• Can do approach to resolving issues and overcoming objections
• Bachelor's degree preferred
• Additional business development training preferred in a credit union, banking or financial environment where a consultative sale approach is used

Benefits

• Hybrid remote work arrangement
• Flexibility of a hybrid remote work arrangement
• Complete CCUFC certification training within the first six months to ensure continued growth and success in the role

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