POSITION TITLE: Member Advisor
DEPARTMENT: Member Advisor Group
REPORTS TO: Member Advisor Leader
SUPERVISES: No
CLASSIFICATION: Exempt
DATE REVISED: November 2024
SUMMARY:
The Member Advisor is to develop strategies to foster aggressive growth and expansion of Corporate America’s business penetration among credit unions within their respective territory and for the development and retention of credit union relationships within defined territories.
ESSENTIAL DUTIES AND RESPONSIBILITIES: (including the following and others as assigned)
- Responsible for managing the current territory while focusing on the development and retention of members within current territory. This includes:
- Territory Management:
- Overseeing and maintaining relationships within the designated region.
- Ensuring consistent service delivery and addressing member needs effectively.
- Credit Union Development:
- Identifying new opportunities to grow membership.
- Promoting CACU’s products and services to existing members.
- Member Retention:
- Build strong, long-term relationships to enhance loyalty.
- Addressing issues promptly to ensure member satisfaction and retention.
- Strategic Planning:
- Develop and implement strategies to meet territory sales and retention goals.
- Monitor performance metrics and adjust efforts to maximize results.
- Stay up to date on the latest payment trends, technologies, and market shifts.
- Provide members with innovative solutions and maintain a competitive edge.
- Training of credit union staff.
- Attend credit union chapter meetings, education seminars and trade shows.
- Effectively manage accounts through Salesforce or other designated CRM system to track member interactions, sales activities, and performance metrics.
- Leverage CRM data to identify trends, opportunities, and areas for improvement.
- Provide support for any CACU sponsored event, including but not limited to Lunch and Learns, webinars, regional meetings and annual meeting.
- Market CACU CUSO’s and business partners.
- Liaison between Corporate America and its member institutions.
- Other duties as assigned.
QUALIFICATIONS:
- BS/BA in Economics, Marketing, Business or related field
- Three (3) years field sales experience in the wholesale financial industry is preferred
- Proficient in Microsoft Office Suite especially Word and Excel
- Adept in Salesforce or similar CRM platforms with experience in managing member data, creating reports, and automating workflows.
- Prior experience in sales or consulting
- Excellent verbal and written skills
- Public speaking ability
- Knowledge of technology and credit union industry
- Understanding of ALM modeling programs
- Knowledge and understanding of Corporate America Credit Union operations and products/services
- Knowledge of day to day real-person credit union operations
- Strong relationship building skills
- Knowledge of strategic planning
- Time management skills
- Highest level of professional business ethics
- Must have a valid driver’s license and have the ability to travel independently.
DEPARTMENT AND/OR JOB SPECIFIC COMPLIANCE REQUIREMENTS:
- Adhere to Corporate, departmental and governmental policies and regulations, laws and policies.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
- This position requires a substantial amount of travel visiting member credit unions in an assigned area.
- The work environment and physical demands of this position are representative of similar jobs in comparable companies.