Now Hiring - Financial Services Digital Business Development Specialist in San Diego, CA

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  Bachelor’s degree or equivalent required.
• Minimum of 4 years of financial institution experience, with demonstrated success in a sales environment.
• Working knowledge and intermediate level of competency in using Microsoft Office Suite programs.
• Strong oral/written communication and organizational skills.
• High level of self-motivation, and able to effectively prioritize time and responsibilities.
• Working knowledge of Federal and State regulations associated with Credit Union/Banking Services.
• Ability to travel locally, and non-locally, up to 50% of time, with a valid driver’s license and reliable transportation available for use in accomplishing job requirements.

• Maintains current and extensive financial knowledge
• Ability to research and self-educate on a variety of financial literacy and educational topics
• May be required to achieve and maintain certified financial planner certification

• Relevant knowledge of educational approaches, sales techniques, and creative marketing/communication channels
• Customer oriented skills, providing meaningful and knowledgeable information to members and supporting their financial needs and processing, where required, their individual transactions.

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  Supports new membership, member education and product penetration goals by assembling product and services information including digital promotional materials, educational resources and a library of online product and financial information for our members.

• Build, deploy, and support integrated consumer brand/sales journeys across various digital delivery systems, credit union and affiliate websites, social media, and automated marketing platforms, including Salesforce Cloud
• Support the development, publication and curation of brand and sales content across key social media platforms, and digital consumer experience channels
• Support content strategies and create original content relevant to promotion of credit union products and services, community commitment, and value of team member/member experiences.

• Develop compelling copy and visuals, devise effective campaigns, measure engagement and work in partnership with BD Digital lead to help the credit union meet its goals
• Creates engaging text, photo and video content for websites, social media, and other electronic media platforms
• Writes copy, including informational articles, blog posts, social posts and advertising copy
• Sustains readers’ curiosity while educating and creating buzz around new products and promotions
• Supports the Business Development team to coordinate integrated BD initiatives across all channels, including but not limited to print, digital and online materials. Improve the overall effectiveness and efficiency of printed and online materials.
• Supports the evaluation of tools and technologies, make recommendations accordingly
• Provide support at miscellaneous on-site and off-site Business Development events as needed
• Additional miscellaneous tasks and other duties as assigned
• Participates in, and may develop and improve events, new employee orientations, membership drives, seminars and presentations.
• Supports Business Development initiatives and involvement in the community, and among sponsor organizations.
• Maintains superior communication and delivers exceptional experiences to new and existing members
• Prepares reports, as directed, to demonstrate results of Business Development digital and online related efforts
• Duties & tasks are varied but standardized. Performs some more advanced functions. Resolves routine questions and problems and refers more complex questions to higher levels.
• Assists with Supervisor-level support as needed, answering complex questions, providing decisions on complex or high-sensitivity member requests, and providing support as needed for staffing vacancies
• May be assigned to work as a Junior Loan Officer, or Loan Officer, and may be required to provide underwriting support and loan decisions
• Performs as liaison between members and Branches, Business Development, Lending, and other departments
• Other duties as assigned
• Travel frequently to serve SEGs to perform Business Development events and table setup’s within assigned sites.
• Supports branch operations as a Teller I, Teller II, or MSR as required, but primarily as a back-up to existing branch personnel. Understand financial products, processes and transaction requirements to support branch operations.

NGFCU is an Equal Opportunity Employer

Pursuant to the Los Angeles Fair Chance Ordinance, we will consider for employment-qualified applicants with arrest and conviction records.