Business Development Officer I

Business Development Officer I

Job Type: Full-Time- Hybrid in the South Austin area.

Exemption Type: Exempt

Wage Amount: $28.57 Hourly Minimum

The primary purpose of this position is to assist the Credit Union in achieving its mission of being our member’s first choice as their partner to help them make informed financial decisions. This role will assist with development and growth of the credit union by managing Select Employee Groups (SEG) partnerships and partnering with credit union branches and/or departments to support their business development efforts. Accomplishing this will assist the Credit Union in achieving its mission of becoming the members’ financial partner and helping to fulfill their life-long dreams. Your role to achieve this mission will be to provide outstanding service to internal members and to develop and implement strategies to increase membership by promoting the Credit Union to groups within our existing and potential fields of membership in collaboration with the branches. Responsible for increasing utilization of the Credit Union’s products and services through business development strategies. Professional communication with Select Employee Groups (SEGs), business contacts, and other field of membership organizations/representatives to build and sustain on-going professional relationships. Support a sales and service culture.

Essential Functions:

• Create a Business Development Plan for region based on overall Strategic Business Development Plan and Credit Union goals.
• Develop and coordinate business development strategies and tactics to increase SEG participation and utilization, as well as expansion of field of membership.
• Develop and maintain professional relationships and communication with branch staff, business contacts, SEG groups (existing and potential), and other field of membership representatives. Act as a liaison with these individuals to ensure, measure, and achieve increased levels of membership participation.
• Responsible for coordination of regular SEG visits with appropriate contacts at new/existing SEGs to identify opportunities, build trust and deepen relationships.
• Establish, manage and sustain constructive and productive relationships with civic, charitable, community, and local/state political organizations to facilitate an appropriate level of support and contribution by the Credit Union to the community in which it serves.
• Solicit new SEG partnerships, maintain and grow positive relationships with existing SEGs, manage relationships in assigned region.
• Keep updated notes in CRM and on Calendars for all current and prospect SEG calls, visits, activities, and events.
• Develop plan for the communication of information designed to keep membership groups (SEGs, school districts, etc.) informed of Credit Union products and services. Manage ongoing schedule of events, meetings and contacts and communicate to branch staff.
• Solicit new members by presenting value of products and services gaining agreement and overcoming barriers.
• Represent the Credit Union at exhibits, benefit fairs, orientations, association meetings, community events, trade shows, networking and Chamber of Commerce functions working closely with Credit Union staff and preferred business partners, as necessary, to effectively promote the Credit Union.
• Collaborate with other Business Development Team members to maintain communication and consistency within the Credit Union business development program.
• Coordinate, negotiate and recommend pricing in sponsorship agreements/events that best benefit the credit union and SEG relationship.
• Assist in coordination and management of A+ Ambassador program.
• Responsible for opening new memberships and cross-selling products and services using positive sales and service skills during SEG/Community events.
• Maintain a strong understanding of Credit Union policies, products and services.
• Partner with marketing department regarding Credit Union-wide initiatives.
• Pursue opportunities for professional growth and knowledge through training, education, self-study, on organization/association involvement.
• Perform other duties and responsibilities as required or assigned.

Education and Experience

• Four year degree or certification preferred with industry or job specific experience required
• Two years of experience with relationship management or sales, preferably at a financial institution

Knowledge, Skills, and Abilities

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. W