Business Development Representative
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What you'll do
- Develop contact lists of potential new members, dealers, SEGs, and brokers in the credit union’s field of membership.
- Contact and make visits to prospective members, dealers, brokers, SEGs or realtors to present information about the credit union’s available services such as lending products, deposit accounts, lines of credit, online banking etc.
- Attend meetings within the community and trade associations to develop new business relationships and promote the credit union.
- Make presentations about financial services to groups to promote credit union products.
- Contact potential member base using a variety of methods and follow up methods; phone calls, site visits, letters, emails and direct mail campaigns.
- Maintain up-to-date contact tracking tool/database.
- Review and analyze methods that are successful in developing business. Assess products that best meet member needs.
- Promote all products and services with cross-selling to meet members or SEGs’ needs.
- Develop an understanding of credit union history, philosophy, organization, bylaws and operations procedures.
- Perform other duties as assigned by supervisor.
- Must be flexible to work overtime as needed (may include after hours or weekends).
What they're looking for
- 5+ years of sales/marketing experience
- Good organization, communication and time management skills
- Professional appearance
- Professional communication both verbal and written
Nice to have
- College education preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Business Development Representative
Work hours: Monday- Thursday 9am to 5pm & Friday 9am to 6pm.
*Some after-hours and weekend work required
Purpose
The primary function of this position is to develop new business for the credit union. Cultivate new relationships and maintain existing relationships for all areas of corporate sponsorship including members, auto dealers, RV, boat and motorcycle dealers, realtors etc.
Duties and Responsibilities
- Develop contact lists of potential new members, dealers, SEGs, and brokers in the credit union’s field of membership.
- Contact and make visits to prospective members, dealers, brokers, SEGs or realtors to present information about the credit union’s available services such as lending products, deposit accounts, lines of credit, online banking etc.
- Attend meetings within the community and trade associations to develop new business relationships and promote the credit union.
- Make presentations about financial services to groups to promote credit union products.
- Contact potential member base using a variety of methods and follow up methods; phone calls, site visits, letters, emails and direct mail campaigns.
- Maintain up-to-date contact tracking tool/database.
- Review and analyze methods that are successful in developing business. Assess products that best meet member needs.
- Promote all products and services with cross-selling to meet members or SEGs’ needs.
- Develop an understanding of credit union history, philosophy, organization, bylaws and operations procedures.
- Perform other duties as assigned by supervisor.
- Must be flexible to work overtime as needed (may include after hours or weekends).
Qualifications
- 5+ years of sales/marketing experience
- College education preferred
- Good organization, communication and time management skills
- Professional appearance
- Professional communication both verbal and written
Reports to Chief Executive Officer
Benefits
44 North Credit Union offers a full range of benefits including:
Medical, dental and vision coverage
Basic Life
401(k)
Paid Time Off (PTO)
Paid Holidays
and more!
44 North Credit Union is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
Company
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