Business Development Officer

Role Overview

• 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

Requirements

• Bachelor’s degree in business-related field
• 4+ years of sales or 5+ years of business development experience
• Banking and Credit Union knowledge and/or experience
• Networking/Prospecting
• Ability to drive strategic direction
• Persuasive communication skills
• Ability to build collaborative relationships
• Public Speaking
• Sales Planning/Meeting Sales Goals
• Identification of Customer Needs and Challenges
• Market Knowledge & Territory Management
• Must possess excellent technical and creative writing skills
• Usage of CRM, sales dashboards and Microsoft Office Suite

Benefits

• Flexible work schedule that will include some evening and weekend hours