Community Development Specialist II

Its fun to work in a company where people truly BELIEVE in what theyre doing!

Were committed to bringing passion and customer focus to the business.

Position Summary

The Community Development Specialist II (CDS II) serves as a strategic liaison between Wellby and key community stakeholders including government agencies educational institutions and nonprofit organizations. Focused on Wellbys designated markets in the Greater Houston area the CDS II identifies and addresses community development needs that align with the organizations growth objectives. This role helps drive member acquisition expand market reach and strengthen Wellbys brand in the financial sector by building strategic targeted partnerships. By working closely with community partners and internal experts CDS II provides tailored financial solutions that address local needs and support Wellbys mission to empower members financially and deliver long-term value.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team member experience.
• Responsible for delivering our vision of building lifelong relationships with our existing members and the community by developing long-lasting relationships with community partners (professional work groups DEI organizations non-profits etc.).
• Handle Wellbys philanthropic efforts and initiatives in the community
• Foster strong initial connections by building rapport understanding their needs and establishing a positive foundation for successful ongoing relationships.
• Maintain active membership and professional involvement with Greater Houston area chambers fostering collaborative relationships contributing new sales and staying informed about industry developments
• Develop and implement strategic outreach initiatives to identify and acquire new clients and drive sales growth
• Support organizational sales goals by identifying and pursuing outreach and engagement opportunities
• Responsible for Wellbys Shred Days event planning logistics and coordination
• Visit at least three branches per week to maintain relationships with Branch Managers and discuss new opportunities for community partners.
• Nurture high-impact partnerships with nonprofit organizations educational institutions housing groups and small business networks.
• Actively identify and mitigate several risks including operational and reputational.
• Creates and shares content that highlights the company and showcases its team members or teams
• Provide weekly reports and feedback to the senior leadership regarding performance and results for department KPI and metrics.
• Handles inquiries from community members and stakeholders and seeks out a subject matter expert or spokesperson when appropriate.
• Represent the credit union in key coalitions community boards and outreach events to increase visibility and member growth.
• Serve as a trusted advisor and mentor to community development professionals guiding them in executing mission-aligned programs and expanding organizational reach.
• Represent and promote Wellbys financial education and wellness offerings at community and corporate business development events as directed.
• Performs other duties as assigned.

Knowledge Skills and Abilities (KSA)

• Knowledge of Wellbys organizational functions general operating policies and procedures and credit union best practices.
• Knowledge of credit union products services and regulatory requirements that impact event planning and member engagement.
• Knowledge of general office practices and procedures business English spelling punctuation and arithmetic.
• Knowledge of retail product philosophy banking industry best practices and regulations.
• Knowledge of personal computers and proficiency utilizing Microsoft Office Suite products or related software.
• Skilled in operating computer equipment and general office machines such as personal computers copiers projection equipment audio/video Microsoft Teams Zoom Video Communications and adding devices.
• Skilled in data organization and implementation into readable formats and spreadsheets.
• Skilled in effective verbal and written communication to prepare and conduct presentations training seminars and workshops.
• Skilled in interpersonal skills for exchanging accurate information across diverse audiences.
• Skilled in above-average analytical and reasoning abilities.
• Skilled in solid influence skills.
• Ability to work outside of business hours occasional evenings or weekends to attend events or meetings.
• Ability to assess business and customer needs and implement successful solutions using creativity innovation and judgment.
• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Ability to initiate develop and maintain strong effective relationships.
• Ability to communicate clearly and concisely orally and in writing.
• Ability to be trustworthy and act with integrity.
• Ability to work collaboratively and openly share ideas as part of a cross-functional team.
• Ability to work effectively across organizational departments and functions to achieve strategic goals.
• Ability to efficiently understand and follow oral and written instructions perform routine duties without close supervision deal effectively with the public and establish and maintain effective working relationships with other team members.
• Ability to work in a fast-paced team environment with exceptional customer service skills.
• Ability to motivate others and to work in a large cross-functional team dynamic.
• Ability to coordinate several concurrent activities simultaneously.
• Ability to provide excellent time management skills with a proven ability to meet deadlines.
• Ability to provide strong analytical and problem-solving skills.
• Ability to exercise independent judgment.
• Ability to maintain strict confidentiality

Supervisory Responsibilities

The team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies procedures and programs are consistently administered aligned with organizational goals and compliant with professional standards.
• The team member performs routine and generally related tasks without supervisory direction.
• Tasks may occasionally have to be coordinated integrated and/or prioritized.
• Courses of action are determined by established procedures and/or the Chief of Experience.
• The team members work is reviewed periodically for accuracy completion and compliance with the policies and procedures.
• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• To perform this job successfully the team member is frequently required to remain in a stationary position 30% of the time. Daily movements include sitting standing reaching and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.
• The team member must be able to exchange information in person in writing and via telephone. Some degree of stress results from contact with management and other team members.
• The ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 35 pounds across the office and load them onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled heated lighted and ventilated area.
• Must be able to travel 75% within the Greater Houston Metro and surrounding areas.

Minimum Qualifications

• Bachelors degree in business finance marketing or a related field required.
• Minimum five (5) - seven (7) years of experience in a marketing role;business development /account sales representative required.
• Minimum five (5) years of professional work with leadership roles involving community development projects team oversight and strategic partnerships.
• Experience marketing business to consumer (B2C) and business-to-business (B2B) preferred.
• An equivalent combination of education and experience may substitute for stated qualifications.
• A valid Texas drivers license is required (must be obtained within 30 days of the hire date) and reliable transportation for off-site events.
• Bondable

For All Candidates

This is a Full-Time Salary (exempt)

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race color religion sex national origin age disability genetic information sexual orientation gender identity or expression pregnancy veteranstatusor any other legallyprotected characteristic. If youd like more information about your EEO rights as an applicant under the law please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation please email or call for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities duties and skills required of personnel so classified. Furthermore they do not establish a contract for employment and are subject to change at the discretion of the organization.