Events Planning & Management Coordinator - (Phoenix, AZ)

The Events Planning & Management Events Coordinator will be responsible for planning, organizing, implementing, and attending events. This includes other marketing opportunities to represent America First while engaging and building relationships with those in the community.

Events Coordinator will look for ways to expand the events program, directly augmenting the credit union’s community support and increasing our community presence through events and activities in a multi-state territory. This position is responsible for successful event execution including event set-up, tear down, follow-up processes, and evaluating success after each event.

This position is responsible to execute brand activations at a wide range of events, from regional roadshows to large-scale industry conferences, creating alliances by promoting the many benefits of credit union sponsorships and corporate alignment with America First. The events coordinator will promote America First by demonstrating the value of the events opportunities within our community. This position will represent the credit union and participates in various civic and community functions to further enhance the image of America First.

The events coordinator will directly organize and execute 400-500 events yearly with a dedicated focus on implementation of sales/marketing initiatives, scalable activations based on market/product and ROI. This position will support Implementing strategy and process throughout the team for coordination and management of the entire lifecycle of events, including pre-event coordination, successful execution, and post-event reporting. Required tracking ROI, engagement, and audience feedback to measure results, assess opportunities for improvement, and optimize future events. On-site support as needed for designated event activations to ensure successful execution.

Support other special projects within events department as needed including branch grand openings/re-grand openings, financial literacy seminar, and monthly management meetings. Act as liaison between schools and credit union to provide classroom financial literacy education resources as requested. Keeps credit union management and staff informed of community activities.

The Events Coordinator will be required to have a thorough and detailed understanding of the Credit Unions policies for donations and solutions available for members and companies on donation details as needed.

In addition, the Events Coordinator will be responsible to have an overall knowledge of the competitive landscape including the community events that we compete with.

1. Events Planning & Management Events Coordinator

a. Ability to thrive in a fast-paced environment while multitasking, re-prioritizing projects, and communicating priority updates to stakeholders
b. Works closely with the community to support the credit unions strategic growth plan
c. Responds to inquiries from the public about events in a timely and professional manner.
d. Excellent organization and communication skills with a demonstrated ability to drive outcomes.
e. Helps delegate branch and department staff while working at community events.
f. Recommends and suggests solutions to grow event opportunities.
g. Engaging members in a professional and memorable manner which creates a positive experience.
h. Supports the coordination of existing event from concept to completion, ensuring smooth operation.
i. Delivers regular updates to Events Planning & Management manager.
j. Represents America First at various civic and community events through approved community event opportunities.
k. Promotes the credit union by demonstrating the value of the events.
l. Maintain a calendar of internal as well as third party events.
m. Networks with the community event opportunities.
n. Works with departments and frontline leadership to help support community events.
o. Explores new event opportunities throughout our multistate territory.
p. Ensures that physical arrangements (set up/take down) are efficiently completed before and after events.
q. Supports the coordination of monthly management Sales & Renewal meetings, as well as additional meetings and seminars held throughout the year.
r. Attends financial literacy at local schools
s. A well-developed “team oriented” business perspective, bringing a positive attitude to the team and job each day.
t. Resourceful, detail-oriented, and quick-thinking problem solver with a strong sense of urgency and work ethic.
u. Demonstrated experience conceptualizing, planning, and implementing events for diverse communities

2. Interaction with Others

a. Regularly contacts and works with external organizations, such as businesses, associations, schools, and community at large for event purposes.
b. Supports the communication with multiple departments and branch leadership.
c. Interacts with a variety of teams and individuals to achieve goals and objectives.
d. Maintains a knowledge base of virtually all aspects of the company.
e. Communicates with and makes recommendations to the Events Planning & Management manager.
f. Attends sponsored community events.
g. Acts as a liaison between schools and credit union to provide financial literacy/education resources and materials as requested.
h. Ensures Events Planning and Management manager is informed of upcoming events.
i. Works with different departments to promote a positive publicity for credit union community events/sponsorship related events.
j. Promotional merchandise inventory tracking
k. Tracks and sends supplies to branches as needed

3. Responsible for related duties as required or assigned

a. Stays up to date on computer applications, models, and research methods.
b. Projects and maintains the credit unions professional image externally and internally.
a. Resolves requests, questions, and problems courteously and professionally. Ensures that communications are efficient and effective.
b. b. Ensures that event activities create positive member, prospective member, and community responses
c. Assumes responsibility for establishing and maintaining effective communication and coordination with credit union personnel and with management regarding events.
a. Assists, serves, and informs branches and related departments as required. Answers questions and resolves problems.
b. Keeps management informed of area activities and of any significant concerns
d. Completes special projects as assigned

Required Knowledge:

• Complete knowledge of all Credit Union products, services, systems, policies, and procedures.
• Understands a wide range of business activities throughout the marketplace.
• Organizational behavior knowledge.
• Proficient in networking in many arenas.
• Comprehends the financial priorities of potential Sponsorships.
• Understanding of the market pressures that drive business performance.
• Awareness of the competitive landscape.
• Competent at market research techniques and lead generation.
• Proficient in Excel

Experience Required:

• At least two years’ experience in a financial institution is strongly preferred
• At least two years of customer service.
• Minimum of 3 years diverse work experience in a Marketing, Community Events or Organizational Communication.

Skills/Abilities:

• Outstanding abstract, analytical, and creative thinking abilities.
• Entrepreneurial attitude.
• Negotiation expertise.
• Results based focus.
• Keen decision-making skills.
• Expert at identifying needs of organizations.
• Excellent reasoning, interpersonal and organizational skills.
• Ability to effectively serve members and develop strong working relationship with other staff.
• Well organized
• Attentive to detail
• Highly motivated and works well with others
• Friendly and committed to member satisfaction