Careers

Reports To: CEO

FLSA: Non-Exempt

Positions Supervised: None

Position Purpose:

The Community Development Specialist serves as the vital link between HopeSouth FCU and the communities we support. This role is responsible for fostering relationships with local organizations, businesses, and community members to expand access to financial services, promote financial literacy, and drive community engagement initiatives. Additionally, this role supports in-office operations. As a key ambassador of the credit union, the Community Development Specialist plays a crucial role in building trust, increasing membership, and enhancing financial inclusivity within the community.

Job Responsibilities

Community Engagement & Outreach (50%)

• Represent the credit union at local events, financial literacy workshops, business networking meetings, and community development initiatives.
• Build and maintain relationships with community businesses, nonprofit organizations, schools, and government entities to promote the credit union’s services.
• Coordinate and facilitate financial wellness programs, including budgeting workshops, credit-building seminars, and youth savings initiatives.
• Assist in developing marketing and outreach strategies to increase membership and awareness in underserved communities.
• Identify sponsorship and partnership opportunities that align with the credit union’s mission and growth objectives.
• Gather community feedback to help shape the credit union’s programs and services.

In-Office Support & Operations (50%)

• Assist community members with successfully obtaining credit union products and services. 
• Promote credit union membership through targeted outreach and marketing campaigns. 
• Assist with administrative and operational tasks, such as processing paperwork, updating member records, and coordinating events. 
• Maintain records of outreach activities, track community impact, and prepare reports for leadership. 
• Assist in content creation for newsletters, social media, and other member communication channels. 
• Ensure adherence to all regulatory requirements related to community development lending and outreach activities. 
• Support in-branch operations.
• Performs other duties as assigned.

SKILLS AND ABILITIES

Education

• Associate’s degree in business, marketing, communications, public relations, or a related field. Bachelor’s degree preferred.

Required Skills / Experience

• 2+ years of experience in community relations, marketing, financial services, or nonprofit engagement. Prior credit union experience is a plus. 
• Excellent verbal and written communication skills. 
• Proficient in Microsoft Office Suite or related software with the ability to quickly learn new processes/systems.
• Superior interpersonal skills and ability to work extremely well as part of a team.
• Ability to evaluate cost of a program and compare it to the benefits for the organization.
• Comfortable working independently and collaboratively in both community and office settings.
• Organized and detail-oriented, with the ability to manage multiple tasks simultaneously.
• Ability to work well under pressure and manage sensitive information with tact, kindness, professionalism, and confidentiality. 
• Proficiency in managing social media platforms, preferred.

WORKING CONDITIONS

Physical Demands

• Possess the ability to work a flexible schedule to include occasional after hours as necessary
• Prolonged periods sitting at a desk and working on a computer
• Be able to lift minimum of 50 lbs. and move coin bags on a regular basis

Use of Senses

• Communicating via telephone and in person on frequent basis

• Viewing a computer terminal for an extended period of time while producing documents and conducting research
• Listening proactively and responding appropriately

Mental Demands

• Extended periods of concentration

• Analysis and interpretation of complicated information

• Multiple tasks requiring prioritization of work

• Attention to detail

CORE VALUES

• Excellence

• Honesty, character, and integrity

• Dignity, respect, and kindness

• Caring and compassion

• Productivity and efficiency

• Ownership

SERVICE STANDARDS

• Stand
• Smile
• Establish eye contact
• Shake hands
• Use the member’s name
• Ask- How may I help you?
• Listen carefully and summarize the member needs
• Organize the transaction sequentially and stay focused
• Identify additional needs and cross sell services
• Ask if there is anything else you may be of help with
• Thank the member for their business
• Close with “have a nice day”

Note:  Job descriptions are not intended and should not be constructed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job.  They are intended to be accurate reflections of those principal job elements essential for making decisions pertaining to compensation.

Reports To: VP of Operations

FLSA: Non-Exempt

ESSENTIAL FUNCTIONS

• Greet and welcome members to the credit union in a professional manner.  Provide prompt, efficient, and accurate service in the processing of transactions.
• Provide in-person and by-telephone general and specific service-related information concerning credit union services or policies.
• May reply to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service, and information.
• Reply to members’ requests, problems, and complaints, and/or direct them to the appropriate person for specific information and assistance.
• Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.
• Promote credit union products and services based on member’s needs.
• Process member mail transactions.
• Mail receipts and checks to members as indicated by policy and procedure.
• Research accounts for deposit, withdrawal, and loan payment discrepancies.
• Assist members in balancing their accounts.
• Assist members with the proper completion of payroll deduction and direct deposit cards.
• Assist with mail and night deposit transactions as needed.
• Maintain an up-to-date comprehensive knowledge on all credit union products and services that are handled or promoted by MSRs.  Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules, and regulations for the MSR area, including robbery procedures.
• Promote, explain, and cross-sell other credit union services such as consumer loans, IRAs, certificates, debit, credit and gift cards, on-line, mobile and telephone banking and money orders.
• Place holds on accounts for uncollected funds.
• Count, check, and package coins and currency.
• Ensure that the MSR workstation area is clean, clutter free and properly stocked with forms, supplies, brochures, etc.
• Assist with balancing and loading TCD and or TCR.
• All other duties and responsibilities as assigned.

   

SKILLS AND ABILITIES

Education

• High school diploma or equivalent (GED)

   

Required Skills / Experience

• Possess a minimum of 1 year of cash handling experience
• Desire to work with the public in a fast-paced environment
• Possess numerical aptitude and intermediate mathematical skills performing calculations involving adding, subtracting, multiplying, and dividing
• Possess problem solving and decision-making skills to handle member concerns
• Possess common courtesy and communication skills where limited interpretation of information is required
• Possess basic proficiency in Windows based programs

   

Preferred Skills/Experience

• Prior teller experience

• Possess previous working experience with cash management and/or accounting

   

WORKING CONDITIONS

Physical Demands

• Possess the ability to stand for up to eight hours per working day.
• Possess the ability to work a flexible schedule to include occasional after hours as necessary.
• Be able to lift minimum of 50 lbs. and move coin bags on a regular basis.

   

Use of Senses

• Communicating via telephone and in person on frequent basis.
• Viewing a computer terminal for an extended period while producing documents and conducting research.
• Listening proactively and responding appropriately.

   

Mental Demands

• Extended periods of concentration

• Analysis and interpretation of complicated information

• Multiple tasks requiring prioritization of work

• Attention to detail

   

CORE VALUES

• Excellence

• Honesty, character, and integrity

• Dignity, respect, and kindness

• Caring and compassion

• Productivity and efficiency

• Ownership

   

SERVICE STANDARDS

• Stand
• Smile
• Establish eye contact
• Shake hands
• Use the member’s name
• Ask- How may I help you?
• Listen carefully and summarize the member needs
• Organize the transaction sequentially and stay focused
• Identify additional needs and cross sell services
• Ask if there is anything else you may be of help with
• Thank the member for their business
• Close with “have a nice day”

   

Note:  Job descriptions are not intended and should not be constructed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job.  They are intended to be accurate reflections of those principal job elements essential for making decisions pertaining to compensation.