Growth Officer UCLA

JOB SUMMARY

University Credit Union is seeking a UCLA Growth Officer to help preserve, deepen, and expand the value of UCLA member relationships. This position is responsible for identifying retention risk, strengthening member trust, supporting deposit continuity, and proactively engaging targeted UCLA members and households through thoughtful, high-touch relationship management.

The ideal candidate will bring a strong financial services background, excellent communication skills, and the ability to use member and account data to guide outreach strategies. This role places special emphasis on UCLA members, retirees, emeriti, family members, beneficiaries, and successor contacts, with the goal of improving long-term retention, financial wellness, fraud prevention, and continuity of funds within the UCLA community.

ABOUT UNIVERSITY CREDIT UNION

Founded in 1951 by a group of UCLA employees, University Credit Union (UCU) has been committed to providing the university community with a financial advantage for over 70 years. What started as a small, on-campus credit union has since expanded its reach to universities across the country. Today, UCU exclusively serves the higher education community, offering products and services that are tailored to their unique needs.

UCU’s mission is simple: to empower every member of the university community to achieve financial success. We do this by offering conflict-free, unbiased financial advice from certified coaches and providing some of the lowest rates in the nation on auto loans, credit cards, consumer loans, and HELOCs—consistently ranking in the top 5% of all federally insured financial institutions.

With a strong foundation for growth and a clear focus on the future, UCU continues to be a trusted partner, dedicated to delivering the financial tools and support needed to help give our member-owners a financial advantage.

PRIMARY OBJECTIVES

· Improve deposit and member retention within targeted UCLA member segments.

· Deepen member relationships through proactive, personalized outreach and education.

· Support targeted growth through family, beneficiary, retiree, and emeriti relationships.

· Improve account information quality, including beneficiary and account-continuity data.

· Develop and deliver financial wellness and fraud prevention education.

· Identify opportunities to strengthen member experience, retention strategy, and long-term relationship value.

KEY DUTIES AND RESPONSIBILITIES

· Analyze member, account, transaction, service, and balance data to identify retention risk, member needs, and relationship opportunities.

· Develop and execute proactive outreach strategies for UCLA members and households with meaningful deposit or relationship potential.

· Provide high-touch relationship management for targeted UCLA members, including personalized follow-up, education, and service coordination.

· Support account-continuity efforts by educating members on beneficiary information, account ownership options, powers of attorney, authorized signers, joint accounts, and related considerations.

· Build appropriate relationships with family members, beneficiaries, successor contacts, retirees, and emeriti to support member continuity and targeted growth.

· Serve as a key relationship contact for UCLA retiree and emeriti engagement, in coordination with internal teams and UCLA-related partners.

· Develop and support financial wellness education for targeted member groups, including fraud prevention, digital banking support, estate transition readiness, and account access education.

· Partner cross-functionally with Marketing, Retail, LDS, Growth, Advisory Centers, leadership teams to coordinate outreach, referrals, education, and member support.

· Track outreach activity, member themes, retention outcomes, referral activity, and recommendations to support ongoing program improvement.

ROLE FOCUS AREAS

· Member and deposit retention strategy

· High-touch or concierge-style member service

· Beneficiary and account-continuity education

· Family, beneficiary, retiree, and emeriti relationship-building

· Financial wellness and fraud prevention programming

· Data-informed outreach, segmentation, and relationship management