Develops a Market Analysis Plan and community outreach & engagement program that builds community relationships with proven ability to make business development sales calls (70% external, 30% internal)
Leverages national community playbook (i.e., activation plan) to engage the community in a meaningful way
Responsible for complementing curriculum with local programing and events to host in branches
Builds and manages the community engagement calendar, facilitate (and/or co-facilitate) regular financial health workshops, community conversations and community events in the branch
Owns execution of the events end to end from event outreach, in-branch awareness, customer and community enrollment
Reports results based on event surveys to inform national community teams on opportunities for improvement
Partners with Market Directors, Branch Managers, Bankers and One Chase Partners on customer engagement, referrals from events and adoption of financial product solutions
Acts as a Culture Carrier and steward of inclusion in the branches by supporting employee development and BRG partnership
Partner with Global Philanthropy to ensure collaborative approach to events
Ideal Candidate
Proven leadership experience with ability to influence across the firm and in the community
Builds strong relationships with clients, peers, partners and contacts
Executive presence with strong presentation skills in small and large / public group settings
Self-starter with a proactive approach, strong time management and prioritization skills
Strong analytical, strategic and independent problem-solving skills
Proven ability to discover needs and connects clients and business owners to the right resources
Organized and has both strong event coordination and project management skills