Develop a strategic plan for development of new business and provide tactical steps for implementation to meet or exceed goals/membership growth
Generate and lead onboarding opportunities and financial literacy presentations with new/existing businesses and partners to increase membership growth
Participate in and lead educational opportunities through professional or networking groups
Lead the business development needs of the designated market area
Cultivate new and maintain existing relationships in the designated market area through frequent follow up visits/calls
Develop referral relationships
Open new memberships via iPads at onboardings/events as applicable
Effectively present and explain the credit union’s products & services
Owning the relationship with prospects and current SEG/Partner Groups
Submit progress reports on new leads and referrals resulting from field activity
Contact prospective members and partner groups to present information on products and services of the credit union
Engage in business development activities in the local communities
Assist branches within the designated market area to achieve growth metrics
Prepare presentations and present them to sell and promote LGE products and services

LGE Community Credit Union

Open Positions (1)