VP, Community Relationships
Position Number: VP Community
Location: San Jose, CA
The Vice President of Community Relationships (CR) is responsible for identifying new opportunities for the Credit Union through establishment of new connections and community relationships with key external individuals and entities that will help grow Tech CU’s identity as a socially-responsible enterprise. The VP, CR manages Tech CU’s current relationships with local nonprofits, schools, foundations, and local legislative offices. In addition, the qualified candidate will lead the Community Spirit and Financial Education teams to expand Tech CU’s member/employee volunteer programs and financial education initiatives.
In order to execute an effective community outreach strategy, the qualified candidate must build effective communication channels and maintain strong working relationships with all member-facing divisions in the Credit Union to ensure the community outreach strategy for the organization is consistent across all departments and levels. Furthermore, by developing new relationships and maintaining existing relationships, it is expected that opportunities to refer TCU banking products and services will occur and should be a consideration when entertaining new relationships.
MAJOR RESPONSIBILITIES / DUTIES
Directly Contribute to Enterprise-Wide Sales Referral Pipeline
• Work with market-facing divisions (Retail, Wealth Management and Corporate Banking) to identify and refer potential opportunities for partnerships, sponsorships, new business relationships, and banking products and services.
Develop and Maintain Nonprofit Relationships
• Manage relationships with community nonprofits and serve as the first point of contact on behalf of the Credit Union.
• Identify existing Tech CU nonprofit memberships and determine how Tech CU can unite them with available resources within our ecosystem.
• Work directly with Marketing to identify community outreach opportunities to branding and public relations potential for the Credit Union as well as produce an annual Corporate Social Responsibility Report detailing the impact of the Credit Union’s impact on the community.
Develop and Maintain STEM and Financial Education Initiatives
• Work closely with TCU Financial Centers to identify K-12 public and private schools, local community colleges, universities and respective alumni associations within branch footprints and provide advice for outreach plans of each Financial Center reflective of that community’s needs.
• In partnership with Financial Education Team, motivate and encourage Credit Union employees to participate as in-house ‘certified’ financial educators, and expand opportunities for them in the local school systems.
Develop and Manages Tech CU’s Community Grants Process
• Develop and manage a thorough and fair grant application process for nonprofits.
• Develop and update appropriate policies and procedures that cover all aspects of the grant making process.
Serve as Government Relations Liaison
• Establish and maintain relationships with local, city and state legislative offices that have an impact on community banking interests and participate in activities to understand latest legislation impacting community banking interests.
• Create awareness and educate local, city and state offices of positive community banking impact on local economy where applicable. Act in a nonpartisan manner and only participate on an issues-based level.
Oversee Employee & Member Philanthropy Volunteer Programs
• Manage donor engagement tools (dollars and time) for employees and members to make donations to/volunteer at community nonprofits.
• Establish appropriate policies and procedures for giving and volunteer programs including volunteer and waiver of release of liability forms.
• Manage Community Relations intranet and public web presence to ensure all community related events and information is current and updated.
• Develop and manage annual budget for donations and expenses related to community relations activities
Develop internship program for community relations intern and manage such intern, when available.
Supports the Credit Union’s Mission & Vision and Lives the Tech CU Values (Accelerate, Collaborate, Innovate, & Cultivate).
Meets on a monthly basis with manager to discuss goal alignment, performance metrics, and development plans. Meet with CEO as necessary to discuss enterprise/ institutional community relations issues.
Adheres to Policy & Procedure put forth in employee handbook; upholds employee Code of Conduct/Ethics, and ensures confidentiality of the workplace.
The employee will comply with all rules and regulations as defined by applicable regulatory agencies. The employee will also adhere to all internal controls and security measures designed to ensure regulatory compliance with State and Federal laws.
Typically has at minimum:
Education: BS/BA Degree in Business, Marketing, Public Relations or equivalent experience within a financial institution. Advanced/specialized courses in business, corporate social responsibility, nonprofit or foundation management is expected in order to develop and maintain management proficiency. Attends education programs as appropriate to maintain knowledge in area.
Experience: 7-10 years increasing experience in related disciplines, including employee volunteer program management, corporate social responsibility, employee giving/grant programs, corporate philanthropy management, fundraising and public and/or government relations in a credit union or other financial institution environment.
Availability: Willingness to participate in community events that occur in the evening or on weekends, as necessary.
Knowledge/Skills/Abilities: Excellent oral/written communications and presentation skills. Strong sales, and service team and employee development orientation. Demonstrates professionalism, initiative, innovation and competitive drive to reach goals, ability to motivate and lead volunteers, organize and plan community events. Effective networking and ability to identify and establish unique connections required. Solid computer skills including M/S Word, Excel, Power Point, and Outlook.
Travel: Holds a clear & valid California Drivers’ License. Possess current automobile insurance. Willingness to drive one’s own auto to conduct Credit Union business. Applicable IRS mileage reimbursement rate will be provided for business/credit union approved business travel within Bay Area Counties: Alameda, Santa Clara, Santa Cruz, San Mateo, San Francisco and Contra Costa counties.
Physical Requirements: Walk/travel outside the facility 50% of the time to develop business. While in the facility may sit 70% of the time. Keyboard and read computer screen for 75% of time during which one is seated. Occasionally lifts items up to 25 lbs.
THIS POSITION DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THE INCUMBENT EMPLOYEE. HE OR SHE MAY BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES/PROJECT RESPONSIBILITIES AS DIRECTED BY HIS OR HER MANAGER.
Starting Pay Range: