Engagement Officer

Position Summary:

The Engagement Officer Position is an essential position within Labor Credit Union (Labor CU), that will enable the credit union to provide quality-driven member service to existing and potential members of the credit union.Labor CU aims to be Bold & Innovative, Convenient, and Inclusive, and exhibit a Culture of Leadership, and Financial Stability.

This position will maximize lending and sales opportunities for the credit union by engaging with members who apply for credit or membership. This includes secured and unsecured consumer loans (Auto, Personal, Credit Cards), lines of credit, and Home Equity Lines of Credit (HELOC), as well as other deposit products offered through the credit union that will benefit the member.

To achieve this, the Engagement Officer will:

• Demonstrate Core Pillars: Actively embody and promote the credit union's core values.

• Execute Key Responsibilities: Successfully fulfill the duties outlined below.

• Proactive Engagement: Initiate and process member account and loan application requests.

• Quality Service: Provide exceptional service and support throughout the member journey.

• Timely Onboarding: Ensure efficient and timely processing of share/deposit accounts and loan closings.

• Ancillary Product Sales: Identify and promote relevant products and services.

• Member Experience: Prioritize and enhance the overall member experience.

By effectively executing these responsibilities, the Engagement Officer will contribute to the credit union's growth and success.Duties and Responsibilities:

• Consult with members on their lending needs by building rapport and trust

• Listen and engage with members while understanding and addressing member financial goals

• Proactively engage with members through various channels

• Educate members on loan terms, conditions, and ancillary products

• Review loan applications for completeness

• Follow established underwriting and processing procedures

• Ensure compliance with relevant regulations (FCRA, MLA, ECOA, TILA, FHA, BSA/AML, OFAC)

• Schedule and facilitate loan closings

• Identify and recommend suitable products and services

• Utilize needs-based selling techniques to maximize sales opportunities

• Cross-sell additional products to enhance member relationships

• Open new member accounts

• Maintain up-to-date product knowledge

• Attend training and maintain required licenses

• Complete various administrative tasks (e.g., reports, data entry)

• Adhere to internal policies and procedures

• Perform other duties may be assigned.

Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Position Requirements:

• A High School Diploma or equivalent college is preferred.

• A minimum of 2 years in a consultative consumer lending or sales-based environment

• A minimum of 2 years’ financial institution experience, preferably in a credit union environment

• Active NMLS Number or the ability to acquire such within 6 months of becoming an Engagement Officer

• A high level of knowledge of Microsoft Office applications (Word, Excel, PowerPoint, Teams)

• Prior experience and working knowledge of digital credit application software

Physical Job Requirements:Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of 5 to 20 pounds. This is a Hybrid role. Occasional travel to on-site premises may be required. Employees should have a high-speed internet connection and a secure, quiet place to work remotely. Job Summary

We are seeking a dynamic and passionate Engagement Officer to foster meaningful connections within our community and enhance our organization’s outreach efforts. In this role, you will develop and implement strategic engagement initiatives, build strong relationships with community partners, and promote our mission through innovative communication and outreach strategies. Your energetic approach will inspire participation, strengthen community ties, and elevate our presence across various platforms. This paid position offers an exciting opportunity to make a tangible impact while honing your skills in public relations, community management, and project coordination.

Duties

• Develop and execute comprehensive community engagement plans aligned with organizational goals

• Cultivate and maintain relationships with community organizations, stakeholders, and media outlets to enhance visibility

• Lead public speaking engagements, presentations, and outreach events to promote organizational initiatives

• Manage social media channels and digital platforms to share stories, updates, and engagement opportunities

• Coordinate volunteer programs, fundraising activities, and community events to foster active participation

• Collect data on community feedback and engagement metrics to inform strategic planning and improve outreach efforts

• Collaborate with marketing teams to create compelling content for campaigns that resonate with diverse audiences

Skills

• Proven experience in community outreach, community management, or public relations

• Strong media relations skills with the ability to liaise effectively with journalists and media outlets

• Excellent public speaking and presentation skills for engaging diverse audiences

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) for reporting and communication purposes

• Exceptional communication skills—written and verbal—with the ability to craft clear, persuasive messages

• Organizational skills to manage multiple projects simultaneously while meeting deadlines

• Bilingual abilities are highly desirable to connect with a broader demographic

• Experience in social media management, marketing, and social media marketing strategies

• Ability to coordinate volunteer programs, manage client communications, and support business development efforts

• Data collection expertise for tracking engagement outcomes and supporting fundraising initiatives

• Strategic planning capabilities combined with budgeting experience for program development

Join us as an Engagement Officer if you’re eager to energize communities through impactful outreach initiatives! Your enthusiasm will drive positive change while sharpening your skills in relationship management, public relations, marketing, and project execution. This is a paid opportunity designed for motivated individuals ready to make a difference!

Pay: $19.00 - $19.23 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)

• 401(k) matching

• Dental insurance

• Disability insurance

• Employee assistance program

• Health insurance

• Health savings account

• Life insurance

• Paid time off

• Tuition reimbursement

• Vision insurance

Work Location: Hybrid remote in Washington, DC 20210