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Growth Officer - UC San Diego

La Jolla, CA 92093

Posted: 10/26/2023 Employment Type: Direct Hire Job Number: 7557 Pay Rate: 60,000

Job Description


Wheeler Staffing Partners is hiring a Growth Officer with a credit union client in La Jolla, CA. Delivers on the organization’s core purpose of giving a financial advantage by building and nurturing relationships and programs within designated authority. Responsible for supporting execution of the organization’s growth strategy to achieve and support departmental and organizational goals. Responsible for supporting the identification, planning, coordinating, managing, monitoring, and analyzing business development, events, and sponsorship programs that support and enable efforts for University Partners and Select Employee Groups (SEGs) development.

 

Job Responsibilities:
  1. Responsible for supporting the delivery of strategies and related tactics to build relationship programs that engage the University Community.
  2. Must successfully complete CCUFC within 6 months of starting this role.
  3. Know our products and how they compare to the competition.
  4. Position requires a high degree of professionalism, judgement, ethics, integrity, emotional intelligence, maturity, and ability to maintain strict confidentiality.
  5. Self-driven and motivated.
  6. Ensures that work area is clean, secure, professional, and well maintained.
  7. Stays current with financial and public relations trends.
  8. Completes special projects as assigned (please note that some activities may take place in the evenings or weekends).

Responsible for related duties as required or assigned.
  1. Must possess strong interpersonal and influencing skills and the ability to interact independently with all levels of management and non-management as a respected advocate for the organization.
  2. Refers member-owners to internal financial experts when necessary.
  3. Keeps management informed of area activities and of any significant concerns.
  4. Supports and assists Growth team colleagues and provides back-up support as necessary.
  5. Partners closely with branches and other departments to enable and ensure cohesive services and operations for all members and stakeholders.
  6. Shares successes internally to institutionalize competitive advantage across the university portfolio.
  7. Participates and supports Growth Department meetings and activities.

Responsible for building and maintaining effective communication and coordination with Credit Union personnel and with management.
  1. Promotes all products and services, achieving individual and department targets as designated by the Chief Growth Officer. Uses consultative sales process and upholds credit union values.
  2. Maintains an up-to-date contact tracking tool and manages credit union University Partner and SEGs list.
  3. Identifies and acts upon marketing opportunities with University Partners and SEGs.
  4. Works with University Partners and SEGs to coordinate attendance at appropriate events and address related questions (orientation schedules, membership packets, etc.).
  5. Contacts current and potential member base using follow-up methods via telephone, virtual meeting, Synapsys, site visits, letters, emails, and direct mail campaigns.
  6. Develops and presents educational sessions on financial services to groups to promote credit union products (in-person and virtual).
  7. Collaborates and supports the creation of programs to solve for university stakeholder financial pain points.
  8. Contacts and visits prospective and existing University Partners and SEGs to share information on benefits of membership and available products/services, with a focus on the credit union’s core products.

Support the effective identification, planning, and completion of university engagement activities.
  1. By listening to our member’s needs, support the development of unique or creative programs to enhance our relationships with University Partners and SEGs.
  2. Act to deepen relationships with our University Partners and SEGs and grow our impact.
  3. Understands all Contractual Obligations and be knowledgeable of our University Partners and SEGs.
  4. Attends various meetings in the University Community and at SEGs to raise the profile of the organization, develop new business prospects and promote the credit union.
  5. Develops, maintains and leverages contact lists for current and new University Partners or members in the Credit Union’s field of membership.
  6. Proactively executes the strategies to solidify, nurture and grow the organizations relationship with designated University Partners and SEGs.
  7. Uses knowledge gained through relationship development to increase penetration within designated University Partners and SEGs (B2B relationships).

 

WSP specializes in filling your company’s contract, contract-to-hire, direct hire, contingency, and executive positions with professional candidates. From our Executive Retained Search Teams, Direct Hire and Contract Staffing Professionals, and RPO Service offerings we create models to deliver a world-class service, with a sense of urgency and professionalism. Our connections and our candidates combined with a staff backed by over 20 years of experience, ensure that our clients are seeing the right candidates for their career openings.

WSP is committed to creating a diverse environment and is proud to be an equal opportunity employer.

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About La Jolla, CA

Unlock your career potential in the vibrant coastal paradise of La Jolla, California! Nestled in San Diego County, La Jolla offers a unique blend of luxurious coastal living, top-notch dining spots, renowned art galleries like the La Jolla Athenaeum, cultural experiences at the La Jolla Playhouse, and outdoor adventures at Torrey Pines State Natural Reserve. Join the thriving job market in this breathtaking locale, with opportunities for professional growth and a quality lifestyle that includes world-famous beaches, the Scripps Institution of Oceanography, the Torrey Pines Golf Course, and more. Explore our job listings today and elevate your career in this enchanting seaside community!