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Engagement Consultant - Southern Region

  • Remote, WI
  • Direct Hire - Full Time
  • JC169786113
  • Competitive
  • Cust Svc/Sales
  • 1/18/2023

Credit Union National Association is recruiting for an Engagement Consultant – Southern Region via

The QTI Group.

Credit Union National Association (CUNA) is the most influential financial services trade association and the only national association that advocates on behalf of all of America's credit unions. We’ve been named a Top Workplace for two years in a row by the Wisconsin State Journal (WSJ).


Credit Union National Association is excited to announce an opening for an Engagement Consultant to serve the southern region of the United States (Texas, Louisiana, Oklahoma, Missouri, Kansas, or Arkansas). The role of the CUNA Engagement Team is to foster the highest degree of interaction between CUNA and member credit unions, league partners, system partners, and external organizations to ensure CUNA is successful in the vision of American’s choosing credit unions as their best financial partner and in CUNA maintaining its leadership role throughout the credit union system. The Engagement Consultant will directly engage with America’s credit unions, serving as their liaison to the Credit Union National Association (CUNA), ensuring that CUNA is understanding their needs and regularly communicating the value proposition of the CUNA-League system. This role requires about 100 days of travel per year.

This position is fully remote based out of any of the following states: Texas (preferred) or Missouri


  • Foster relationships with credit union industry leaders through intelligent outreach
  • Demonstrate the value of affiliation with CUNA and the CUNA/League system
  • Actively seek to understand customer needs and expectations through a consultative approach
  • Activate CUNA members for advocacy efforts
  • Pursue acquisition of non-member credit unions
  • Explore needs-based opportunities to cross-sell CUNA products and services
  • Serve as a strategic thought leader for member credit unions
  • Attend industry meetings and events
  • Maintain customer data and contact information per CUNA processes


  • Financial services knowledge
  • Credit union system experience with regular interaction and engagement with CEOs and senior executives
  • Proficient understanding of advocacy and how it relates to the credit union movement
  • Strong knowledge of financial institutions including operations, finance, marketing, and business development
  • Strong member relations skills and political astuteness in member interactions
  • Ability to manage multiple and changing priorities
  • Strategic thinking, working independently, and being a self-starter
  • Strong interpersonal skills to engage across the organization at all staff and management levels

CUNA is an equal opportunity employer. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool. At CUNA, we believe our differences are our strength, and we are committed to creating an inclusive environment for all employees.

Passionate / Collaborative / Inclusive / Authentic / Accountable (our values)

Internal job grade: 13/13m