Title: Community Resources Team Supervisor

Reports to: Director Wealth Management and Financial Resources

Supervises: Community Resource Partner, Business Resource Partner

Status: Exempt

Objective

This role leads our Community Resources Team in driving new membership acquisition through Select Employee Groups and by enhancing our brand visibility within the community. The ideal candidate will possess exceptional leadership skills, a strategic mindset, and a passion for community and local business engagement. As the Community Resources Team Supervisor, you will play a pivotal role in developing and executing strategies, coordinating promotional events, fostering external partnerships, and providing ongoing support, coaching and development to Team Members and other frontline staff.

Duties and Responsibilities

Provides guidance, coaching, and mentorship to team members to ensure alignment with sales goals and objectives

• Sets clear performance expectations and provides regular feedback to drive individual and team success

Develops and implements strategic plans and activity calendars aimed at driving new membership through external partnerships, internal stakeholders, branch staff and Community Resources Team

• Identifies and prioritizes potential employer partners for membership acquisition initiatives
• Assigns team members to events and activities in alignment with their skillset, and helps to plan and outline deliverables expected for successful execution

Identifies target markets and opportunities for growth, leveraging promotions, events, and partnerships

Generates leads through cold calling, networking, and other outreach methods

Provides support and training to branch employees on sales strategies, promotions, and outreach initiatives

Collaborates with internal stakeholders to align sales strategies with overall business objectives and priorities

Plans, organizes, delegates, and executes promotional campaigns and events aimed at attracting new members and increasing brand visibility

Serves as relationship manager to partner businesses, liaises directly to coordinate new hire events that introduce employees of partner business to credit union membership benefits and services

Makes recommendations to internal partners on promotional materials and collateral to support sales efforts

Collaborates with partner organizations to identify opportunities for joint promotions or events that benefit both parties including new hire orientations

Cultivates and maintains relationships acting as a liaison between the credit union and external partners, representing our organization professionally and fostering mutually beneficial relationships

Leverages existing business partnerships to increase awareness of credit union membership benefits and services

Utilizes promotions, incentives, and special offers to attract new members and encourage account openings

Attends community events, job fairs, and new hire orientations to promote credit union membership and services

Utilizes available resources to generate leads from attendees during special events and community activities.

Engages and trains KEMBA associates attending events to maintain performance expectations and consistent brand representation

Tracks and reports on sales activities, including leads generated, membership sign-ups, and conversion rates

Analyzes sales data to identify trends, opportunities, and areas for improvement

Provides regular updates and reports to management on sales performance and progress towards goals

Delivers presentations or workshops on financial topics at community events or partner organizations, demonstrating by example the high level of