The Education and Development team plays a pivotal role in driving the Credit Union's growth and engagement strategies by executing targeted business development, marketing, and financial education initiatives. The ideal candidate will possess a proven track record in consultative sales, relationship management, and business development, with an ability to forge long-term strategic partnerships within our sponsor organization, The Walt Disney Company. This role will contribute to the Credit Union’s strategic objectives by promoting financial well-being through engaging events, workshops, and personalized member interactions. 

As a Member Education & Development Advocate (MEDA), this role plays an integral part in growing the Credit Union’s presence within some of the world’s most iconic entertainment organizations. This is a high-visibility, impactful role requiring the knowledge and skills to drive business growth and brand awareness in Burbank and surrounding areas, a key market for the Credit Union. The person fulfilling this role is required to operate in a dynamic, fast-paced environment and build impactful relationships that have long-lasting effects on the Credit Union’s ability to serve its members. 

This role is an excellent fit for a dynamic, self-driven individual who enjoys networking, educating, and contributing to the growth of a community-focused organization. If you are passionate about financial literacy and eager to help members achieve their financial goals while expanding a growing Credit Union in the heart The Walt Disney Company’s Burbank and Glendale Campus, we’d love to hear from you!

Principal Responsibilities:
Represent the Credit Union at Sponsor and Community Events:
•    Take charge of the marketing and day-of execution for key Partner-Sponsored Resource Fairs, and table activations, ensuring the Credit Union’s presence is impactful and engaging. You’ll interact with existing and prospective members to increase brand awareness, drive membership growth, and foster long-term loyalty. You’ll also handle logistics before and after events to ensure flawless execution.

Lead and Represent at Signature Events:
•    Serve as the Credit Union’s representative at Expos, Safety & Wellness Fairs, Cast Appreciation Activities, and other key Disney partner events. Your role is to promote Credit Union services, engage with members, and create meaningful touchpoints that drive engagement and membership growth.

Strategic Collaboration to Drive Product Awareness & Growth to Affluent Markets:
•    Collaborate with cross-functional teams, including Wealth Management and Home Mortgage, to craft tailored events and workshops designed to promote specific products and services. You will actively promote these initiatives within the market area to enhance Credit Union objectives and create a lasting impact on the members you interact with.

Elevate Relationship Building and Advocacy:
•    Establish and nurture deep relationships with key contacts within sponsor organizations and the broader community, cultivating influential advocates for the Credit Union’s brand. Your strategic networking efforts will ensure that the Credit Union is top-of-mind for both members and potential members in the Burbank/Glendale area.

Manage CRM to Track Member Engagement:
•    Utilize a CRM system to capture key data from networking visits and interactions. You will maintain up-to-date information about new contacts, locations, and future follow-up schedules to ensure no opportunity for relationship-building is missed. Timely follow-ups will be key to building lasting partnerships.

Facilitate Pathway Educational Workshops:
•    Lead engaging and informative financial education workshops aimed at increasing engagement and profitability for the Credit Union. You will educate members on financial literacy topics such as building generational wealth, and the home buying journey by providing the tools necessary to achieve financial stability and growth.

Provide 1:1 Financial Counseling Sessions:
•    Host personalized financial counseling appointments for members, assisting them with tailored solutions in areas like credit building, budgeting, debt management, and overall financial wellness. Sessions can be held in person or virtually, offering flexibility for members.

Engage New Hires and Create Awareness:
•    Represent the Credit Union at new hire orientations by delivering compelling presentations on Credit Union products, services, and membership benefits. Promote branch locations and digital platforms to ensure new employees are aware of all available offerings from day one.

Track Business Development Metrics:
•    Track and report on all business development and educational activities, using data to analyze outcomes and identify areas for future growth. Reporting should be completed promptly (within 24 hours of event activation) to maintain the accuracy of performance metrics.

Ensure High-Quality Brand Representation:
•    Collaborate with the Marketing team to maintain consistency in branding and messaging across all events. You will ensure marketing materials meet the highest standards and are delivered in a timely manner for each event.

Product Knowledge and Promotion:
•    Possess and continually enhance your understanding of the Credit Union’s full range of products and services. Use your consultative sales skills to educate and encourage both cast members and potential members to take advantage of offerings that align with their financial needs. Drive awareness and usage of digital channels and branch services.

Referral Process Management:
•    Post-event, you will ensure all leads and referrals are promptly passed to the appropriate teams, such as PRWM, PHM, and Digital Teams, for follow-up within 24-48 hours. Your attention to detail will ensure smooth transition and follow-through on opportunities.

Marketing Materials Management:
•    Work with the Marketing team to edit and update event promotional materials such as flyers and digital assets. Ensure that materials are requested in a timely manner, with all marketing communications completed well in advance (at least 1 month prior to activation).

KNOWLEDGE & SKILLS

Education Level: 
High School or GED (Required)
Bachelor’s Degree (Preferred)

Years of Relevant Work Experience:

3 to 5 years

Certifications, Licenses, Registrations, etc.:
Must have Financial Counselor Certification (may be hired without certification but will be required to become certified as a part of the job)

Other Training, Technical Skills or Knowledge:
Proficiency in Microsoft Platforms – Required
Data Analysis and Reporting such as Excel, SharePoint – Preferred
Virtual Meeting Platforms such as Teams – Preferred

Abilities and Behaviors:
•    Demonstrated experience in sales or relationship management, with the ability to engage with individuals at various levels of an organization to understand their needs and deliver tailored solutions. An entrepreneurial, self-starter mindset is essential, with the ability to work independently and strategically to drive business growth and long-term member retention.

•    Exceptional networking and relationship-building skills, with the ability to cultivate deep partnerships across diverse community and business sectors. You will be an influential figure in the Burbank/Glendale area, known for your ability to drive strategic initiatives that benefit the Credit Union.

•    Strong interpersonal and communication skills, with the ability to build rapport, foster relationships, and represent the Credit Union professionally in all interactions. Networking with key stakeholders and partners within the Burbank/Glendale Disney community is essential to success.

•    A background in financial education, financial institutions, or a related field is preferred. You must have a passion for helping others achieve financial wellness and be comfortable leading both group sessions and one-on-one counseling.

•    Excellent time management skills with the ability to juggle multiple tasks and deadlines. Ensure all event logistics, reporting, and follow-up are handled efficiently and accurately.

•    Willingness to routinely approach individuals you do not know.

•    Demonstrated history of initiative.

•    Strong verbal and written communication skills

•    Ability to stay and stand at a table/event for extended periods of time

•    Demonstrated experience in a proactive face-to-face sales environment

•    Knowledge and understanding of Credit Union products and services

•    Demonstrated follow-through skills

•    Strong verbal, interpersonal and listening skills

•    Attention to detail

•    Proven experience in business development, event facilitation, or a similar role.

•    Strong background in financial education and counseling with a deep understanding of personal finance topics.

•    Excellent presentation, facilitation, and communication skills.

Special Notations:

Skills: 
•    Consultative Sales 
•    Business development and relationship building Workshop facilitation and public speaking Financial counseling and education 
•    Event planning and coordination 
•    Marketing and promotional skills 
•    Strong interpersonal and communication skills Data analysis and reporting

Scope of the Job

Discretion/Latitude:

Follows established guidelines

Interactions:

Extensive interaction with Members and potential Members of the Credit Union. Daily interactions with internal contacts.

Business / Work Environment:

Work environment will consistently change. Events will be held at various work locations indoors and outdoors and at various times of the day and days of the week.

Training Requirements:
Compliance Training Requirements
Basic NEO Training Requirements

Physical Demands & Environmental / Working Conditions:
•    Frequent lifting of up to 25 pounds and occasional lifting of up to 50 pounds.
•    Required to stand for extended periods of time
•    Frequent outdoor shifts.
•    May be required to work nights and weekends
 

Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. 
 

Needed for the ongoing work of Partners FCU. Approved by EMT on 3/5/25.