Member Outreach Officer

At Sentry, our business is built around people. We pride ourselves on the promise to deliver efficient and effective services to our members. We have an opportunity for a Member Outreach Officer at our very own Sentry Credit Union. In this role, you will be a key member on maintaining and creating membership connections to support our growth as well as leading and planning membership development.

If you think you are a good fit, we would love to hear from you.

This role will report to Sentry Credit Union in Stevens Point, WI.

What You’ll Do

Our Member Outreach Officer leads membership programs including planning and organizing development initiatives, outreach, and member education. Grows membership through opening accounts and loans. Maintains membership through supportive marketing measures. Prepares documentation and collaborates with members to complete the account and loan process. Ensures that all account and loan data meet SCU standards.

In addition, you will…

• Develop and implement member engagement and education programs providing training and resource to members, ensuring they are informed about successful management of their finances.
• Build and maintain relationships with new/existing members, local businesses, community organizations, and other potential partners representing the credit union at community events and builds a positive image for the organization.
• Provide information to members seeking to learn more about SCU products and services conducting interviews to determine what products best fit their needs.
• Conduct account and loan interviews with members to complete applications, ensuring a thorough understanding of financial need, verifying provided information such as employment, income, deposit accounts, and liabilities as required by SCU policies.
• Evaluate completed applications to approve or deny loans in compliance with SCU policies and applicable state/federal laws, notifies members of decisions with thorough explanations, and collaborates on next steps or alternative options for securing future loans.
  
  

What It Takes

• Bachelor’s degree or equivalent work experience in business, finance, or marketing preferred.
• Minimum 2 years of related work experience.
• Certified Credit Union Financial Counselor, and Development Educator preferred.
• Knowledge of account and loan policies, procedures, and practices.
• Thorough understanding of state and federal laws and regulations pertaining to accounts and loans. Previous business development/marketing experience preferred.
• Possession or ability to obtain a Nationwide Mortgage Licensing System (NMLS) number.
• Ability to maintain confidentiality.
  
  

What You'll Receive

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.

• Sentry is happy to offer flexibility through a scheduled Hybrid work model. Schedule will vary based on customer needs.
• As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.
• Meal Subsidy available for associates who report to an office.
• 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
• Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program.
• Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off.
• Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
• Well-being and Employee Assistance programs
• Sentry Foundation gift matching program to encourage charitable giving.
  
  

About Sentry

We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States.

We’re rated A by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await!

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.