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Job Description
At Blue, we discover pathways to realize your possibilities.
The Business Development Specialist will spend about 80% of their time out of the office maintaining current relationships and gaining new relationships as well as holding financial literacy seminars, presentations, member sign-ups, and attending networking events.
20% of the time will be spent in the office conducting activities that contribute to the development of business for the credit union (e.g., cold calling, and follow-ups).
Initiate contact with potential organizations/employees through meetings, presentations, and phone calls. Assist with new member growth through individual member contact via phone, email, etc. while tracking all efforts through a sales funnel. The Business Development Specialist is responsible for the acquisition and retention of SEG and community partners.This position also focuses on:
- Assist members and new prospects with their financial goals by identifying and promoting products, loans, and services to meet those needs. Open new accounts, disseminate referrals to departments, and follow up on account requests received from select employer groups.
- Build relationships with business partners to gain new member loyalty through SEG penetration with the foundation for a partnership in community involvement. Partner with the Community Outreach and Marketing teams to effectively onboard and promote brand awareness.
- Make informative and persuasive presentations to management, staff, established and prospective members, and outside organizations. Communicate and discuss complex ideas.
- Organize and represent the credit union at community events, expos, business presentations, seminars, etc.
- Maintain and organize company list, member representative files, mailing list, SEG approvals, and communication to staff. Track business development efforts and outcomes. Present monthly reports to the Business Development Manager (i.e., visits, calls, referrals, incentives, etc.).
- Contact current and potential employee groups by phone and in person to supply marketing material; work with clients in order to increase new member penetration. Conduct regular sign-ups and presentations including preparation of material, expo display, and mailings.
- Collaborate with the Business Development Sales Manager to develop strategies to increase membership and product penetration. Ensure marketing material is developed on time by working in conjunction with the marketing team.
- Comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Experience:
A minimum of one year up to three years of similar or related experience, including preparatory experience.
Interpersonal Skills:
A significant level of trust, credibility, and diplomacy is required.
In-depth dialogues, conversations, and explanations with customers, direct and indirect reports, and outside vendors can be of a sensitive and/or highly confidential nature.
Communications may involve motivating, influencing, educating, and/or advising others on matters of significance.#J-18808-Ljbffr