Qureos Mentor

Community Credit Union of Florida

<div>COMMUNITY CREDIT UNION OF FLORIDA
Marketing Communications Manager
The primary purpose of this position is to assist Community Credit Union of Florida (&ldquo;CCU&rdquo;) in living out our Mission, &ldquo;Always improve the financial well-being of our members and make a positive difference in the communities we serve,&rdquo; by delivering outstanding service to both internal and external members. The Marketing Communications Manager supports the growth of the Credit Union by managing a team of marketing professionals to ensure the successful execution of marketing campaigns and content initiatives. This position is accountable for the quality of internal and external marketing communications, ensuring alignment with brand standards and organizational objectives. This role will oversee content marketing and public relations strategies, guiding the team in translating complex product information into clear, audience-focused messaging across multiple channels. As a senior member of the marketing team, the Marketing Communications Manager collaborates across departments, supports strategic initiatives, and acts as a trusted partner to the VP of Marketing.
Community Credit Union is an equal opportunity employer and supports a drug-free workplace.
ESSENTIAL DUTIES
Demonstrates enthusiastic support of corporate mission, core values, and long-term objectives by performing job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and our work procedures while possessing adequate product knowledge as measured by the annual product knowledge assessment.
Delivers service to both internal and external members that is in alignment with the credit union&rsquo;s Service Promises and meets all established service goals.
Abides by CCU&rsquo;s Service Promises when helping a member or co-worker to ensure timely responsiveness to the individual&rsquo;s needs. Promotes teamwork, respects the opinions, abilities, and contributions of others, and conveys a willingness to assist and cooperate with others for the benefit of the organization.
Assists in attaining established departmental goals and adheres to all credit union standard operating policies and procedures, as well as state and federal regulations and guidelines.
Manages public relations and content marketing strategies to drive awareness, build credibility, and support business goals within a highly regulated environment. Coordinates media opportunities, speaking engagements, and credit union leadership visibility efforts.
Translates complex product and organizational knowledge into clear, engaging narratives for media and external audiences. Directs product positioning to drive marketing campaigns that align with target audiences and help to differentiate credit union products.
Responsible for upholding brand standards, consistency, quality, timeliness, and effectiveness of all internal and external communications.
Monitors media coverage and public relations performance, reports on key metrics, and recommends optimizations.
Assists with the development, implementation, management, and tracking of the annual marketing plan and budget.
Leads, mentors, and develops the Marketing Campaign Manager, Marketing Coordinator, and Marketing Content Specialist, fostering a culture of high performance, continuous improvement, and professional growth in accordance with the credit union's performance management philosophy. Sets clear goals and objectives for team members, providing regular feedback and performance evaluations.
Responsible for the day-to-day assignment and oversight of marketing campaigns, including but not limited to direct mail, advertising, social media, and content creation. Works with the Digital Marketing Manager to ensure campaign alignment across digital platforms.
Tracks, measures, and analyzes marketing and advertising campaigns and makes data-driven decisions to improve results. Collaborates with the Business Intelligence department and third-party vendors to gather data to measure campaign performance.
Assists in the creation and maintenance of marketing policies and procedures.
Assists with the maintenance of vendor contracts and due diligence.
Supervises the day-to-day administration of Events and Sponsorships using the project management software to ensure that events are executed successfully.
Participates in cross-department project teams in support of strategic initiatives. Fosters a collaborative and positive relationship with all marketing team members and internal stakeholders.
Provides back-up and support to the VP, Marketing, as directed.
Follows policy and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
Performs other related duties and works on special projects as assigned.
ENVIRONMENT AND PHYSICAL ACTIVITY
The environment for this position is an open, non-confined office-type setting that is clean and comfortable, where the incumbent is free to move about at will. Approximately 10% local travel required. Limited travel during the work schedule, primarily for training, meetings, or special projects.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to spend time writing, typing, speaking, listening, lifting (up to 50 pounds), carrying, seeing (such as close, color, and peripheral vision, depth perception, and adjusted focus), sitting for long periods (up to 8 hours), pulling, walking, standing, squatting, kneeling, and reaching.
The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, calculator, computer terminal, personal computer, and related printers.
MENTAL DEMANDS
The incumbent in this position must be able to lead projects, teams, and initiatives, read documents or instruments, perform detailed work and problem solve; possess excellent member contact and verbal and written communication skills; have strong math and analytical reasoning skills; and the ability to effectively handle stress, multiple concurrent tasks, and constant interruptions.
POSITION REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.<ul><li> Bachelor's degree with a concentration in Marketing, Journalism/Media, Communications, Business, or any other related field, and/or five (5) to eight (8) years of progressively responsible positions within marketing or a related field required. Work-related experience should consist of exceptional brand marketing, public relations/marketing communications, and marketing project management experience.</li><li> Knowledge of credit unions or financial services, financial marketing, budgeting, and marketing regulations and compliance is highly desired.</li><li> Excellent interpersonal skills, including the ability to work effectively with a broad range of people and positions, with an ability to forge relationships.</li><li> Excellent written and verbal communication skills required. Must possess strong copywriting, editing, and proofreading skills.</li><li> Proven experience developing marketing plans and campaigns, and experience analyzing marketing campaign data to determine if campaigns are meeting business objectives.</li><li> Excellent project management skills. Must be able to manage projects from initiation to completion, meeting both deadlines and budget requirements. Must possess the ability to multitask and the ability to provide leadership, supervision, and training using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills. Ability to work with limited supervision and inspection of work while performing duties, and being a strong team player.</li><li> Proficient with PC programs, including MS Word, Excel, PowerPoint, and Outlook; experience with Adobe Creative Suite software, including InDesign, Illustrator, Photoshop, and Acrobat.</li><li> Intermediate math skills; calculating percentages, adding, subtracting, multiplying, and dividing in all units of measure, using whole numbers, common fractions, and decimals; locating routine mathematical errors.</li><li> Current Florida driver&rsquo;s license and a vehicle with appropriate insurance coverage as required to drive while performing assigned duties and responsibilities.</li></ul>
The incumbent must be able to perform this position safely, without endangering the health and safety of the individual or others.
Management reserves the right to change this position description at any time according to business needs.</div>

Marketing Communications Manager

<div>Member Service Representative
The primary purpose of this position is to assist Community Credit Union of Florida in living out our Mission, &ldquo;Always improve the financial well-being of our members and make a positive difference in the communities we serve,&rdquo; by delivering outstanding service to both internal and external members. A key element of excellent service is to identify the financial needs of each member and recommend an appropriate credit union solution. The Member Service Representative is responsible for providing assistance to members and support for other related branch activities and services. The incumbent is responsible for providing outstanding professional service while answering all member inquiries by providing frontline coverage that may include opening, processing, maintaining and closing all types of accounts, products, and services and performing the associated clerical functions; assisting members with their selection of products and services; educating members on the benefits of the products offered by the credit union and conducting oneself in a professional, friendly manner with an emphasis on member education and quality of service. The Member Service Representative has no lending authority. Incumbent may be required to work at different branches at different times and must be willing to rotate between locations as needed.
Community Credit Union of Florida is an Equal Opportunity Employer (EEO) and supports a drug-free workplace.<ul><li>
Demonstrates enthusiastic support of corporate mission, core values, and long-term objectives by performing job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and our work procedures while possessing adequate product knowledge as measured by the annual product knowledge assessment.</li><li>
Delivers service to both internal and external members that is in alignment with the credit union&rsquo;s Service Promises and meets all established service goals.</li><li>
Abides by CCU&rsquo;s Service Promises when helping a member or co-worker to ensure timely responsiveness to the individual&rsquo;s needs. Promotes teamwork, respects the opinions, abilities, and contributions of others, and conveys a willingness to assist and cooperate with others for the benefit of the organization.</li><li>
Assists in attaining established departmental goals and adheres to all credit union standard operating policies and procedures, as well as state and federal regulations and guidelines.</li><li>
Assists members with the selection of various accounts, products, and financial services available from the credit union.</li><li>
Responsible for serving members and responding to member inquiries and problems, performing transactions and other services in a professional, timely, and accurate manner. Follows up on inquiries with informational materials and/or phone contact, investigates and corrects errors, and resolves problems or other issues.</li><li>
Interviews members to determine whether they meet the criteria for the products or services requested, establishes proper identification, and determines the need and extent of reference investigation. Makes decisions regarding the opening of new accounts, prepares all documents and items about accounts, and processes them according to policy and procedure.</li><li>
Performs the following activities as needed or required: obtains credit reports, verifications of employment/income, completes fraud claims, safe deposit duties including opening accounts, controlling access, assisting members, and processing affiliated reports, funds transfers, orders for checks and deposit slips, various loan and teller transactions, and file maintenance as needed.</li><li>
Provides service to members or prospective members seeking consumer loans, which may include but are not limited to: installment, commercial, credit card, signature, etc. Operates with the assistance of members of management or senior lending staff regarding processing, reviewing, approving, or denying any loan applications, and subsequently reviewing with management or senior lending staff, before notifying the member.</li><li>
Administers approved loans, establishes relevant files, and obtains pertinent information or reports as required. Ensures loan activities are completed in a timely fashion and follows the established policies and practices of the credit union.</li><li>
Assists with telephone support by responding to member inquiries and problems in a professional, timely manner; follows up on inquiries with informational materials and/or phone contact, investigates and corrects errors, resolves problems or other issues, and helps members to utilize electronic delivery channels for convenience.</li><li>
Responsible for completing secondary marketing activities and outbound calls as outlined in the secondary marketing procedures promptly. Responsible for logging on to the phone system daily to relieve overflow from the Member Service Center to improve the quality of service to the members.</li><li>
Maintains files, copies, and faxes documents, and orders and distributes supplies if needed.</li><li>
Follows policy and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.</li><li>
Performs other related service duties and special projects as assigned.</li></ul><h1 class="jobSectionHeader"> 
ENVIRONMENT AND PHYSICAL ACTIVITY</h1>
The environment for this position is an open, non-confined office-type setting that is clean and comfortable, where the incumbent is free to move about at will. It may include some minor annoyances such as noise, odors, and drafts.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to spend time writing, typing, speaking, listening, lifting (up to 50 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting for long periods of time (up to 8 hours), pulling, walking, standing, squatting, kneeling, and reaching.
The incumbent for this position may operate any or all of the following: telephone, copy and fax machines, calculator, computer terminal, personal computer, and related printers.
MENTAL DEMANDS
The incumbent in this position must be able to read documents or instruments, perform detailed work, problem-solve, reason, have strong math, verbal, and written communication skills, and be capable of effectively handling stress, multiple concurrent tasks, and constant interruptions.<h1 class="jobSectionHeader">
POSITION REQUIREMENTS</h1>
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill, and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.<ul><li>
High school diploma or general education degree (GED), up to two (2) years of related experience and/or training, or the equivalent combination of education and experience. Work-related experience should consist of a customer service background. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should be business or financial industry-related.</li><li>
Possesses a thorough knowledge of credit union policies, rates, and the documents and disclosures necessary to ensure compliance and consistency with current regulations.</li><li>
Basic experience and knowledge of operational activities, terminology, products and services, related state and federal compliance regulations, and operational policies.</li><li>
Basic skills in computer terminal and personal computer operation; word processing, spreadsheet, and software programs. Intermediate typing skills to meet the production needs of the position.</li><li>
Basic math skills; calculate interest and balance accounts, add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals; locate routine mathematical errors; count currency, coin, and negotiable instruments promptly.</li><li>
Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to members and employees.</li><li>
Effective organizational and time management skills, and the ability to handle simple problems in nature requiring some analysis or research to determine the best solution.</li><li>
Must be a team player, but also able to work alone and self-manage. Multi-tasking and attention to detail are critical in this role.</li></ul>
The incumbent must be able to perform in this position safely, without endangering the health or safety of the individual or others. 
Management reserves the right to change this position description at any time according to business needs.</div>

Member Service Representative

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Community Credit Union of Florida

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Marketing Communications Manager

Member Service Representative

Member Service Representative