Building on the discussions from the design sessions, NEWaukee proposed a partnership to create a new job position at North Shore Bank – Community Engagement Manager – and to act as an implementation partner to train, empower, and measure the impact of these individuals.
The role of the Community Engagement Manager is to act as an ambassador for the bank in their target markets: connecting with local organizations, building key relationships, activating sponsorships, planning events, creating and maintaining contact lists, and developing processes for meaningful follow-ups with prospective customers.
In addition to writing the job description and setting metrics for the role, NEWaukee produced a full-day orientation followed by a four-part intensive course to train seven new Community Engagement Managers in five target markets. Training included topics such as: asset mapping, market research, customer discovery, personal networking, storytelling 101, board and committee readiness, and experience design.
Following the four-part intensive, NEWaukee reconvened the Community Engagement Managers every 45 days to share wins/best practices, review their community engagement plans, feedback with marketing on progress, and provide additional training or support.