Business Development Assistant

Role Overview

• Responsible for providing support and assistance to achieve business goals for the Business Development department
• Ensure integrity of preferred employer group (PEG) reports, track and maintain necessary items for Business Development, vendor relationships
• Supports the field-based Business Development Managers by providing back-up assistance in supporting PEG and community activities
• Print materials, facilitate Business Development mailings for events
• Prepare and maintain promotional materials, such as brochures, offers, posters, and flyers
• Provide support to Business Development team for preparation of PEG visits; act as a backup for PEG visits when necessary
• Monitor and correct issues on the credit union’s core system for new account reports
• Keep Business Development materials and promotional products organized and in inventory; assist in pricing and ordering
• Maintain email lists, mailing lists, Business Development records, and files
• Support the financial education manager by assisting in developing content for Money Management Workshops
• Research and manage business development inquiries and leads received via web/phone
• Coordinate and plan special events with the guidance of the VP of Business & Community Development
• Manage relationships with charity partners for monthly giving program and coordinate employee volunteering efforts
• Process charitable contributions, including employees’ charitable donations and the matching Ohio Credit Union League Political Action Committee (OCULPAC) contributions
• Manage the department’s customer relationship manager (CRM) tool
• Assist VP of Business & Community Development to track and monitor departmental budgets
• Manage the responsibilities of the Member Meeting Room (MMR) including but not limited to: MMR rental balances, Scheduling, Set-up and Tear-down

Requirements

• Associate degree in Business, Marketing, or related field strongly preferred; Bachelor’s degree preferred
• 1-3 years of experience customer service, sales, or related field required; a viable combination of experience and education will be considered
• Proficient in use of social media platforms
• A clean driving record, reliable transportation, valid driver’s license, and proof of auto insurance required
• Flexible work schedule (some early mornings, late nights, and weekend hours)
• Ability to work effectively with others at all levels across the organization
• Strong customer service skills
• Possess a professional demeanor
• Ability to work under minimal supervision
• Skills in effective professional verbal and written communication
• Strong attention to detail
• Proficient in Microsoft Office, general computer programs, and general office equipment
• Advanced research and problem-solving skills
• Skills in organization and planning
• Ability to receive and maintain confidential information

Benefits

• 401(k) Plan with Company Match
• Paid Time Off & Paid Holidays
• Medical, Dental, and Vision Insurance
• Robust Wellness Program
• Life & Disability Insurance
• Educational Assistance
• Generous Health Reimbursement Arrangement (HRA) Funds
• Employee Assistance Program (EAP)