Community Outreach & Education Representative (Dubuque)

Job Overview

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 Dubuque 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, email, onsite visits, virtual meetings 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 account management)
• Preparing new member applications for all types of account ownership to establish long term loyal member relationships
• Understanding the technology that is available to members and demonstrating how to use it during onsite visits
• 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
• Performing other duties as assigned

You’ll need:

• Bachelor’s degree in Business, Communications, Sales or a related field, or equivalent experience
• 2-5 years customer service, sales, and/or business development experience required
• Fluent in Spanish (bilingual) preferred but not required
• Financial Industry experience is a plus
• Must be self-starter with high energy and motivation
• Excellent written & verbal communication skills 
• Public speaking and presentation skills
• Flexible availability to meet the needs of our community partners (includes occasional night/weekend availability)
• Willingness to frequently travel to various sites 
• Ability to adapt your approach and thrive while working with diverse groups of people in a variety of work environments