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Educational Federal Credit Union

Event Specialist

Educational Federal Credit Union, Miami

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Job Summary:


This position serves as the key representative in planning and executing sponsor-based marketing events, community tradeshows, and member promotional events at EdFed. Under the guidance of the Vice President of Member Outreach, the incumbent is responsible for managing quality execution of assigned events and promotional campaigns, including finalizing event sponsorship agreements, staffing schedules, selection of promotional items, and requests for marketing collateral.


We encourage you to view and apply directly at edfed.org/careers


Duties & Responsibilities:


  • Manages the Member Outreach event calendar to ensure events are appropriately resourced with required staffing, collateral items, and promotional materials.
  • Provides on-site support in the staging of all major promotional events, including conventions, tradeshows, auto sales, annual meetings, and scholarship ceremonies.
  • Provides planning support to the director in management of the CUPED program, including coordination of field trips, planning of new volunteer orientation, and staging of year-end celebration.
  • Manages promotional item inventory for distribution to Member Outreach and other front line departments; makes recommendations for new promotional items/incentives.
  • Processes incoming collateral and promotional item requests from branch and sponsor business partners within established time frames; coordinates shipping and delivery of items with facilities contacts.
  • Coordinates event and sponsorship contracts, payments, insurance certificates, booth/backdrop deliveries, and other required items for marketing exhibits.
  • Assembles promotional material kits (event in a box) for deployment to Member Outreach events.
  • Transports event materials and promotional items to staging venues as required by the business.
  • Coordinates Member Outreach team travel for remote market conventions and events.
  • Serves as campaign planning lead for major promotional events, such as the Miami Youth Fair, Florida PTA Convention, Member Appreciation Month, New Teacher Inductions, and Teacher Appreciation Month.
  • Assembles and ships new member promotional bundles for distribution by Member Outreach and Branch Services staff.
  • Collaborates with marketing business partners to develop event communications messaging for inclusion in promotional advertisements banners, backdrops, flyers, and other collateral.
  • Serves as department lead for Monday.com platform; assists in the development of contact management and event activity reporting within the platform.
  • Provides backup to the Member Outreach Coordinator in the auditing and reconciliation of account applications, expense accounts, and invoices.
  • Serves as contingent staffing for Member Outreach events as required by business.
  • Ensures overall quality, accuracy, and compliance of all events under management.
  • Assists with other tasks or projects as assigned.


Requirements:


Associate’s degree and one year of event management experience required.


Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.


The following are some benefits offered to employees:

  • Paid Holiday
  • Paid Birthday
  • Paid Sick and Personal Days
  • Paid Vacation
  • Retirement/401K with matching contributions
  • Medical, Dental and Vision Insurance
  • Life Insurance and Long Term Disability
  • Tuition reimbursement for Undergraduate and Graduate courses
  • Various Incentive Programs
  • Career opportunities