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Business Development

2 months ago

San Jose, United States Pacific Postal Credit Union Full time
Job DescriptionJob Description

PPCU Job Description

· Title: Business Development & Sales Specialist

· Reports to: VP Marketing

 

POSITION DESCRIPTION:

The Business Development & Sales Specialist position is to lead the credit union’s overall approach and strategy to promote and GROW THE MEMBERSHIP across all channels while managing business partners. This role requires a unique blend of business development acumen, the expertise of selling, and proficiency in digital marketing outreach. This position will create a plan that capitalizes on the expansion of the field of membership, establishes and nurtures strategic partnerships, and engages in the community to help build our brand. This position requires gaining trust, high energy, influence, and obtaining agreement within the organization. The position will require the proficiency in all aspects of financial/banking marketing related regulatory issues, gather information, be sales motivated, and prepare reports as assigned.

 

MAJOR DUTIES:

· Recruits NEW Select Employer Groups (SEGs), NEW members, and NEW opportunities by prospecting, scheduling visits, member drives, presentations, events, benefit fairs, financial education seminars and other activities.

· Acts as a liaison between PPCU and external entities to establish mutually beneficial partnerships. Cultivates and maintains these relationships to foster business growth and brand visibility.


· Tracks and accurately reports all sales metrics, including membership eligibility, incentives, events, and activity to evaluate the effectiveness of business development strategies.


· Collaborates with the Marketing VP to develop and execute business development efforts to support our strategic goals and objectives.


· Recommends and implements new programs and enhancements based on feedback and observations in the field.


· Collaborates within the Marketing Team on sales activities, including visits with SEG contacts, workshops, and other sales events.


· Participates on inter-departmental project teams.


· Coordinates with Operations Team (member facing staff) to ensure staff is knowledgeable about Business Development events and efforts.


· Develops sales tools and provides event support as a part of the marketing team.


· Attends credit union and non-credit union events seeking business and relationship opportunities.


· Keeps abreast of operational procedures, product offerings, regulations, and training requirements.


· Monitors and reports performance of products and services e.g.: analyze statistical data to identify trends, cross sell products/ services, track leads/sales activity and make recommendations.


· Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, and the Office of Foreign Assets Control. Completes all required training as assigned.

 

 

SKILLS AND ABILITIES:

· Proven track record of being self-motivated, self-directed, and proactive in previous roles, demonstrating an innate drive to take ownership of tasks and initiatives


· Ability to be well organized, work independently and autonomously, showing proactive initiative in decision-making and problem-solving (alone or on a team)


. Influential in sales both inside (business development) and outside (closing)

 

· Comfortable using video as a prospecting and sales tool


· Ability to learn and perform complex processes and duties


· Expresses excellent communication skills in both written and verbal forms


· Ability to network and foster relationships to bring business to the credit union


· Broad knowledge of, and proven experience with, credit union or other financial institution operating areas, functions, products, and services preferred


· Detail oriented, in order to generate accurate/ precise work, while meeting deadlines, even under pressure


· Provide workable recommendations and solutions to problems


· Ability to simultaneously handle multiple tasks and changing priorities in an efficient and effective manner


· Proficient in Microsoft Office Products such as Word, Excel, and Outlook, and customer management systems.

 

EDUCATION:

· Bachelor’s Degree preferred or comparable education and work experience.

 

PHYSICAL REQUIREMENTS:

  • Performs a combination of indoor and outdoor work, with some physical exertion and occasional lifting up to 20 lbs.
  • Must be able to work indoors in a climate-controlled office environment and perform tasks outdoors in various weather conditions.
  • Ability to go up and down stairs or ladders as needed.
  • Ability to work on a computer (keyboard/ten key) for an average of 4-6 hours per day.
  • Ability to operate routine office equipment (phone, copier, fax, calculator, etc.).
  • Must be able to work extended hours when required or requested.
  • Capable of maintaining regular and timely attendance.

 

Company DescriptionWe are a Credit Union headquartered in the South Bay with additional branches located in Oakland and San Francisco,
serving all of Santa Clara County, Postal Workers, and Civil Service workers and their families We have a legacy of service since 1931.Company DescriptionWe are a Credit Union headquartered in the South Bay with additional branches located in Oakland and San Francisco, \r
serving all of Santa Clara County, Postal Workers, and Civil Service workers and their families We have a legacy of service since 1931.