Regional Outreach Manager II
Navy Federal Credit UnionAbout the role
To implement strategic initiatives which increase awareness of Navy Federal and the benefits of membership, attract new members, and promote a positive corporate and community image of Navy Federal Credit Union. To plan and deliver member acquisition presentations at Department of Defense (DoD) recruit locations.
- Participates in the implementation of member acquisition initiatives that adhere to and support corporate and department member acquisition strategies.
- Develops and conducts presentations to large audiences of Army/Marine Corps/Navy/Air Force recruits regarding the benefits of Navy Federal membership
- Implements regional member acquisition campaigns/activities and educational initiatives (e.g., membership, financial management presentations) to be offered where Navy Federal has potential members (e.g., surrounding communities, ROTC units, recruiting commands, and other DoD organizations)
- Collaborates with Branch Operations, Contact Center, and local management to ensure appropriateness, continuity, and effectiveness of member acquisition campaigns and activities in attracting membership
- Collaborates with representatives from Navy Federal business units to develop cohesive communications to promote Navy Federal's products and services in support of member acquisition strategies
- Identifies membership growth opportunities and participates in the development of member acquisition initiatives.
- Researches Navy Federal field of membership, publications, materials, and financial news to identify member acquisition opportunities, potential areas of concern, and strengthen the Navy Federal Brand through marketing and promotional activities
- Coordinates with Member Research to conduct membership surveys, focus groups, and other research with members/civilians/clients to gather information to assess demand and satisfaction trends and determine the effectiveness of Navy Federal's member acquisition strategy/results
- Partners with Member Research to interpret results from new membership statistics and other data obtained from member acquisition campaigns/activities; provides reports, presents conclusions, and makes recommendations to AVP regarding strategy/project direction, status, and changes; implements changes/enhancements to the programs
- Contributes to achieving project objectives and performance goals; provides input on resource requirements, return on investment, and campaign effectiveness
- Clarifies goals and performance targets to Branch staff and guides others towards achieving branch and credit union objectives
- Oversees and reviews projects and initiatives to ensure that schedules comply with Navy Federal requirements and standards
- Serves as liaison with internal and external contacts involved in member acquisition initiatives.
- Promotes awareness and trust across all Navy Federal business units to ensure continued focus and partnership on member acquisition and promotion of all products and services
- Establishes, develops, and fosters relationships/partnerships with the DoD Recruiters, base and Main Command personnel, ROTC contacts, DoD civilian agencies, media/marketing representatives, and local community organizations
- Partners with local Navy Federal management to develop, enhance, and maintain procedures necessary for the timely completion of all membership acquisition tasks
- Serves as point of contact on trends, competitor activity, and forthcoming events impacting Navy Federal member acquisition efforts
- Makes budgetary recommendations to management regarding promotional materials, travel, and equipment for submission in the Annual Financial Plan
- Maintains and updates knowledge of marketing and acquisition communications for financial services
- Develops and maintains a thorough knowledge of Navy Federal's field of membership, products, services, the financial service industry, and economic trends
- Receives moderate guidance and instructions from higher level staff and/or management for projects beyond regular scope
- Responds to management questions and provides solutions, alternatives, and outcomes for problems which may have moderate impact and/or complexity
- Participates in the design and implementation of changes to operations and larger projects
- Leads teams and/or projects and manages project resources related to initiatives that have moderate impact
- Works with SMEs from other business areas to interpret and apply results of analyses to develop initiatives/programs and create presentation materials
- Performs other related duties as assigned or appropriate
- Progressively responsible experience that provided strong knowledge of marketing, project management, market research, or member relations practices, principles, and processes
- Demonstrat
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