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![Westmark Credit Union](https://media.trabajo.org/img/noimg.jpg)
Relationship Development Officer
2 months ago
Discover the Westmark Difference
Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.
· 60 % of our employees have been part of the Westmark family for 5+ years.
· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.
· 85% of our managers were promoted from within the company.
· Westmark has been in business since 1954 and has recently grown to over $1.2 billion in assets, 15 branches, and over 70,000 members
We also have some of the most impressive benefits in the industry:
· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
· Excellent health insurance options for employees and family with shared premiums
· 401k with 75% company match and 2% profit sharing contribution
· Tuition Reimbursement and Scholarships
· Employee Assistance Program (Free counseling and legal services)
Position Summary: The Relationship Development Officer is responsible for driving business growth, fostering relationships with existing and potential members, and identifying opportunities to expand our member base and increase revenue streams.
Schedule: Average of 40 hours within a Monday thru Saturday work week
Hybrid/Remote: Eligible for Hybrid/Remote
Member Service:
- Proactively interact with members to build relationships of trust.
- Provide excellent member service by greeting members warmly, identifying their needs, and offering appropriate solutions.
- Assist members with account inquiries, transaction processing, loan requests, and problem resolution in a timely and professional manner.
- Educate members about credit union products and services, helping them make informed financial decisions.
Member Acquisition and Retention:
- Develop and implement strategies to attract new members to the credit union.
- Cultivate and maintain strong relationships with existing members to ensure retention and satisfaction.
- Conduct outreach activities such as community events, seminars, and networking to promote the credit union's products and services.
Relationship Development & Management:
- Identify and pursue opportunities for growth through market research and analysis.
- Collaborate with internal teams to develop new products and services that meet the needs of current and prospective members.
- Explore partnerships and alliances with other organizations to expand the credit union's reach and enhance its offerings.
- Build and maintain relationships with key stakeholders, including members, business partners, and community leaders.
- Serve as a trusted advisor to members, offering personalized financial solutions and advice.
- Act as brand ambassador for Westmark, representing its values and commitment to serving the community.
- Leverage the understanding of local and regional communities to find ways to support and execute innovative engagements to connect Westmark to key audiences.
Sales and Marketing:
- Collaborate with the Marketing team to develop and execute marketing campaigns to promote Westmark’s products and services.
- Provide guidance and support to branch staff in selling and referring financial products and services.
- Track and analyze sales performance metrics to identify areas for improvement and optimization.
- Generate leads through various channels, including networking, referrals, and direct outreach.
- Identify opportunities to promote Westmark’s products and services to potential members and businesses.
- Work closely with the Marketing team to develop promotional materials and campaigns that drive member engagement and acquisition.
Compliance and Risk Management:
- Ensure compliance with all relevant regulations and internal policies.
- Stay updated on industry trends and best practices related to business development and financial services.
- Mitigate risks associated with new initiatives or partnerships through thorough due diligence and risk assessment.
Qualifications:
- Bachelor’s degree in a business, marketing, finance or related field preferred, CCUFC or MBA a plus.
- Proven experience in business development, sales, or a related role, preferably withing the financial services industry.
- Strong understanding of financial products and services, as well as regulatory requirements.
- Excellent communication, negotiation, and interpersonal skills.
- Community-oriented with a passion for member service and engagement.
- Ability to work independently and as part of a team, with a focus on achieving results.
- Proficiency in Microsoft Office and CRM software.
- Self-motivated with a proactive approach to identifying and pursuing business opportunities.
- Strong organizational skills with the ability to manage multiple projects and priorities.
- Demonstrated understanding of all areas of the Member Advisor 3 Skills Assessment.
- Ability to attain and continue NMLS Certification.
Key Competencies:
- Sales and Negotiation Skills
- Relationship Management
- Strategic Thinking
- Communication Skills
- Member Focus
- Teamwork and Collaboration
- Problem-Solving
- Adaptability
Physical Requirements:
- Ability to travel to various locations for meetings, events, and conferences.
- Able to sit or stand for extended periods while conducting meetings or presentations.
- Ability to lift and carry materials such as promotional items and displays, up to 25 pounds.
- Must have visual and auditory ability to perform the essential functions of the job, including computer use and interaction with others.