Business Development Officer

San Diego County Credit Union•San Diego, CA

About The Position

The Business Development Officer (BDO) is responsible for managing and growing the credit union’s member companies of the Premier Partner Program by developing new opportunities to promote core products and services to their employees with the overall goal of increasing membership. The BDO works closely with branch staff to coordinate events and promotions at company locations and community events. The BDO is responsible for managing relationships with branch staff, business organizations and community organizations and members of the community within their respective region. As a brand ambassador, the BDO must exhibit a professional, positive and energetic demeanor at company sponsored events and activities.

Requirements

Bachelor’s degree in Business, Communications, Marketing; or equivalent work experience; or 2 years of internal SDCCU experience.
3 years of proven, hands-on experience in financial industry, sales, business development, marketing, or communications.
Demonstrated ability to assertively grow membership while representing the organization in a professional manner.
Proven ability to foster long term professional business relationships.
Effective interpersonal, written and verbal communication skills.
Highly organized with the ability to prioritize work to meet deadlines.
Capable of working independently, as well as in a collaborative team environment.
Ability to travel to multiple locations based upon schedule.

Nice To Haves

Prior experience with proven history of meeting defined goals and deadlines in a sales driven environment preferred.

Responsibilities

Generate leads and acquire new organizations within assigned industries through networking and cold-calling.
Work with management to create a strategy to increase membership growth in assigned region.
Write, produce and distribute regular correspondence highlighting current promotions and products and track correspondence in relationship management software.
Assist in the coordination and attendance of benefit fairs, seminars, Premier Partner onsites and company sponsored events.
Work closely with branch management to create annual community outreach plan and further develop relationships with Premier Partners within their region.
Develop, plan and execute membership development campaigns to increase penetration levels within the existing participating companies. Demonstrate knowledge of core products and services to effectively answer questions and seek opportunities to cross-sell.
Create and present financial literacy materials using Microsoft Power Point to large groups of varying backgrounds and educational levels.
Maintain accurate and up-to-date information utilizing existing CRM database.
Stay apprised of industry and Premier Partner related news as well as the latest financial trends in the marketplace.
Provide recommendations and work with branches to identify opportunities and engage with Premier Partners and community organizations to increase SDCCU membership.
Coordinate annual Premier Partner appreciation events and new branch openings. Assist managers of new and existing branch locations with business opportunities.
Assist with community engagement and sponsorship opportunities.
Actively seek opportunities for improving processes, methods and products, streamline ideas and share and collaborate with team.
Report weekly activities and results to Business Development & Community Relations Manager.
Cultivate new relationships through attendance and participation in networking activities and events.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Perform other duties as assigned.