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UNIFY Financial Credit Union

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Overview

UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful

Job Function Summary

Serves as the primary point of contact for matters pertaining to systems used by the Culture department. Partners with Culture Manager to design, implement and execute culture programs and events for all UNIFY team members.

NOTE: This is a hybrid role – primarily remote/ work from home; however, occasional need to come into corporate office in Allen, TX for half days or whole days (in preparation for big events).

Specific Duties & Responsibilities

  • Schedules, plans and executes all culture events, under the direction of the Culture Manager. Includes theme design, agenda elements, vendor management, menu selection, recognition strategy to include award selection and distribution, engagement ideas, flow and design of event staging, working with guest speakers, and works effectively with senior level executives. Includes post-event participant satisfaction assessment and trend analysis of survey data.
  • Curates content by collecting event photos and videos provided by team members and/or taken by the Culture team to produce slideshows, videos and other graphic visual media to drive culture. Acts as department liaison to provide content to partners in Marketing for external social media use.
  • Partners with Communication department and the Culture Manager to draft and execute comprehensive, creative communication plans, utilizing all communication channels, to support the success of culture programs and events and communicate information to UNIFY team members. Own partnership with Marketing to make and manage requests for creative visual design deliverables.
  • Gathers, creates, and leverages data on various organizational metrics such as employee onboarding, wellness/burnout levels, work from home needs, engagement levels, voice of team, team member satisfaction surveys, etc., and provides reports and recommendations to Culture Manager and UNIFY leadership.
  • Creates content to drive engagement on the internal social “UNIFY Life” Teams Channel. Tracks data for trend analytics and provides monthly reporting and recommendations to increase usage.
  • Responsible for the digital recognition and rewards platform. Department liaison for key partners to use recognition platform in support of organizational initiatives. In charge of processing monthly reports to analyze data, track metrics for key performance indicators and provide recommendations to increase usage.
  • Researches and provides recommendations to Culture Manager for volunteer opportunities to increase usage of Volunteer Program. Establishes and maintains relationships with non-profit organizations in key markets. Manages strategy for fundraising efforts for Children’s Miracle Network and Children’s Hospital of Orange County (CHOC) and other designated fundraisers.
  • Partners with Culture Manager on support and growth of UNIFY’s Diversity, Equity, & Inclusion (DE&I) Program and acts as point of contact for promoting and supporting Team Affinity Groups (TAGs) Co-Chairs to increase TAG membership.
  • Owns process of UNIFIERs Choice Award Program from nomination collection to award distribution. Works with external vendors for award selection, communicates award winners and provides recommendations for process improvements as needed.
  • Researches, recommends, and manages external vendors for UNIFY SWAG. Stays abreast of current trends and makes recommendations for relevant SWAG items based on voice of team from team members and research. Stays abreast of inventory sell through, managing inventory levels appropriately and regularly fulfills team member orders.
  • Manages the “UNIFY Life” email inbox by responding, forwarding, resolving, and following up on requests from other UNIFIERs.
  • Responsible for maintaining and updating all culture program content on company intranet.

Qualifications, Experience And Education

  • Bachelor’s degree preferred. A minimum of two years’ experience in a Human Resources, Organizational Development, and/or event planning related job function.
  • Excellent interpersonal skills with the ability to establish and maintain strong working relationships at all organizational levels, including senior executives.
  • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail.
  • Must demonstrate excellent written and oral communication skills.
  • Demonstrate ownership of projects, take direction and follow through independently to completion.
  • Ability to make independent decisions, multi-task, prioritize, and manage time effectively.
  • Excellent report creation skills: ability to quickly aggregate data and accurately report information.
  • High level of computer proficiency with SharePoint, graphics skills, including use of Canva, Vimeo to produce and manage video content and use of Survey Monkey. MS Office: PowerPoint, Word, Excel, and Outlook. Knowledge of Gallup Q12 engagement is a plus.

See the UNIFY Difference!

At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.

Competitive Compensation and Excellent Benefits Package* Includes:

Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance

Dependent and Medical Care – Flexible Spending Accounts

Vacation, Sick, Personal and Holiday Pay

401(K) Plan with employer match

Education reimbursement for approved programs

UNIFY banking privileges for you and your family

  • All programs subject to review and change

UNIFY is proud to be a drug-free, EOE including and vets. For more information on UNIFY, visit us at www.unifyfcu.com
UNIFY Financial Credit Union

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