Community Development Officer

Description

The Community Development Officer (CDO) leads outside sales and fulfillment efforts to drive membership, deepen existing member relationships, and expand UCCU’s presence within assigned markets. The role focuses on cultivating strong relationships with businesses, select employer groups, and community partners to introduce their employees to the credit union and promote UCCU’s products and services.

The CDO executes UCCU’s external relationship and alliance initiatives to grow membership, increase market share, and improve overall member household profitability. This position carries monthly goals for new accounts and product adoption, with accountability for consistently meeting or exceeding these targets.

Success in this role requires confidence, charisma, determination, professionalism, and a consistently positive attitude. The CDO must maintain strong working relationships with business partners, members, and internal teams, while upholding and enhancing the credit union’s professional image. A high level of trust, diplomacy, and discretion is essential, as the work involves frequent personal interactions that are often sensitive in nature.

The CDO must possess a strong understanding of credit union products and services and demonstrate the ability to translate engagement opportunities into measurable membership, loan, and deposit growth.

• Responsible for membership growth within assigned areas.
• Creates and maintains positive relationships with members, businesses, organizations, governments, professionals, and the general public.
• Bring new members to the credit union by meeting with businesses and introducing credit union products (loans, deposits, services) to both the business and its employees.
• Advocate, organize and execute activities and events intended to generate new member growth and deepen existing member relationships.
• Responsible for meeting or exceeding new account and production goals within assigned area(s).
• Build and maintain productive relationships with business partners and select employer groups within assigned areas, including cold calling businesses and organizations to set appointments and establish relationships.
• Help resolve questions, requests, complaints, and problems.
• Enhance the image of the Credit Union by ensuring that business development activities create positive responses from members, prospective members, and the community at large.
• Works a regular and predictable schedule.
• Must be sufficiently fluent in English to process work and business transactions.

• Identify prospective businesses across key industries with high employee density to schedule and facilitate on‑site membership acquisition and cross‑selling.
• Coordinate regular outreach, presentations, and partnership proposals to develop ongoing relationships.
• Understand business needs and tailor financial solutions that benefit both employers and employees (e.g., payroll services, direct deposit incentives, credit‑building programs).
• Plan and execute high‑impact on‑site events at business partner locations (employee financial wellness days, account‑opening drives, benefit fairs, product‑specific campaigns).
• Develop event playbooks that include staffing, materials, incentives, POS engagement tools, and follow‑up processes.
• Ensure each event has defined goals such as membership conversions, loan applications, or digital adoption.
• Build and maintain relationships with local businesses and drive new business account and merchant services.
• Serve as the primary liaison for each business partner, building trust and ensuring consistent engagement throughout the year.

• Be the face of the credit union at the university; drive sustained student membership growth and cultivate long‑term member relationships.
• Lead, plan and execute all credit union activities for higher education orientations (fall, spring, summer) within assigned market.
• Oversee in‑person messaging that resonates with new students, focusing on financial independence, checking/savings accounts, first‑time…