Membership Development Representative
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The Membership Development Representative is responsible for driving growth and expanding the credit union's footprint by acquiring new business partners and community relationships. Acting as a brand ambassador, this role focuses on outside sales, field prospecting, and creating meaningful connections with local organizations, businesses, and community members. The ideal candidate is a self-starter with a strong business development mindset who thrives when working independently in the field.
Key ResponsibilitiesBusiness Development & Prospecting: Proactively identify, prospect, and secure new business partner relationships (SEGs/Select Employee Groups) to expand credit union membership.
Relationship Management: Build and nurture strong, long-term relationships with business leaders, HR managers, and community stakeholders.
On-Site Events & Presentations: Plan, coordinate, and host on-site financial wellness events, benefit fairs, lunch-and-learns, and membership drives for partner organizations.
Field Execution: Spend significant time out in the community and field, acting as the primary point of contact for external growth initiatives in the Scottsdale and surrounding market.
Cross-Selling Financial Solutions: Promote and present credit union products, services, and value propositions to prospective members during events and outreach efforts.
Strategy & Tracking: Develop individual outreach strategies to achieve membership and account growth targets; track and report prospecting pipelines and activity metrics.
Sales Experience: Minimum 2 3 years of proven experience in direct sales, outside business development, or account acquisition ( Required ).
Financial Services Experience: Prior experience working in a credit union, bank, or financial services institution ( Preferred ).
Self-Starter Mindset: Highly self-motivated, proactive, and capable of working independently with minimal supervision.
Communication & Presentation: Exceptional verbal, written, and presentation skills; comfortable speaking in front of groups and engaging with executive-level decision-makers.
Event Planning: Strong organizational skills with demonstrated success planning and hosting corporate or community events.
Mobility & Travel: Ability and willingness to travel regularly throughout the local Scottsdale/Phoenix metro area for field prospecting, client meetings, and events.
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