Dupaco Credit Union Community Outreach & Education Representative in Cedar Rapids, Iowa

At a credit union like Dupaco, people are worth more than money. As a not-for-profit financial cooperative, we are committed to offering sound financial advice to help members and potential members get money ahead. Our Community Outreach & Education Representatives create valued relationships with businesses, schools, universities/colleges, and various community organizations by providing on-site, online, and on-demand expertise to help individuals identify ways to cut costs, free up money, systematically save for a brighter future, and establish new relationships with Dupaco.

You’ll be:

  • Joining the Cedar Valley Community Outreach & Education team with onsite visits, initial sales calls, and ongoing relationships in all chartered counties

  • Identifying and establishing connections with mission aligned community organizations and explaining Dupaco’s Community Outreach & Education program (via phone calls, onsite visits, email, etc.)

  • Building and maintaining relationships with Select Employment Groups (SEG’s) in an effort to increase membership by providing on-site personalized financial guidance and educational presentations (ie. budgeting, credit history lessons, and money makeovers)

  • Preparing new member applications for all types of account ownership to establish long term loyal member relationships

  • Connecting with individuals to understand their full financial picture and actively listening to identify the member’s unique needs

  • Deepening Dupaco’s relationship with new and existing members by referring them to the appropriate financial products and services to help the member plan for and achieve a successful financial future

  • Gathering pertinent information for loan applications to structure the loan according to the members needs and submitting the loan for underwriting

  • Working closely with Marketing to find new potential member opportunities, analyzing prospects and developing target market strategies

  • Initiate solicitation calls to members that have been identified as having a potential need

  • Utilizing technology to generate sales proposals, rates, illustrations, and needs analysis and submit monthly reports reflecting results and trends in business development

  • Performing other duties as assigned

You'll need:

  • Bachelor’s degree in a related field or equivalent experience

  • 2-5 years financial industry, sales and/or customer service experience preferred

  • Flexible availability to meet the needs of our SEG and community partners (includes occasional night/weekend availability)

  • Must be self-starter with high energy and motivation

  • Excellent written, verbal, public speaking, and presentation skills

  • Ability to make sound decisions based on understanding of financial industry regulations

  • Willingness to frequently travel to various sites (typically within 1.5 hours of Cedar Falls)

  • Ability to adapt your approach and thrive while working with diverse groups of people in a variety of work environments

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.