Business Development Representative

4 weeks ago

San Diego, California, United States CABRILLO CREDIT UNION Full time
Job Description

Job Title: Business Development Representative

Credit Union: CABRILLO CREDIT UNION

Job Summary

We are seeking a highly motivated Business Development Representative to join our team at CABRILLO CREDIT UNION. As a Business Development Representative, you will be responsible for developing new business opportunities and nurturing existing relationships with key contacts at Federal Agencies, Sharp HealthCare, and City of Carlsbad, and other Select Employee Groups (SEGs).

Key Responsibilities
  • Develop and implement business development strategies to increase market growth for the credit union.
  • Generate new credit union memberships and loans through effective sales and marketing techniques.
  • Participate in SEG events, make presentations to potential members, and follow up with key contacts.
  • Work with existing SEGs to keep them informed about upcoming credit union activities and promotions.
  • Coordinate branch and non-executive staff appearances within the Field of Membership (FOM).
  • Provide material and photos of community events to Marketing for promotional purposes.
  • Leverage social media to generate potential leads and activities among SEGs.
  • Strategize and penetrate specific areas within SEG communities, identify segment contacts/leads, and maintain relationships.
  • Stay current on all lending and membership requirements.
  • Meet monthly growth goals, as established by Management.
Requirements
  • Minimum of high school diploma or general education degree (GED). Bachelor's Degree in Business or Marketing preferred.
  • Commercial awareness, excellent presentation skills, and proven initiative and sales skills.
  • Knowledge of and ability to follow policies and government regulations related to financial institutions.
  • Self-motivated with ability to be motivated by targets, motivate and positively influence others for maximum cooperation.
  • Effective interpersonal people skills, including excellent communication skills, active listening, and providing clear direction.
  • Requires the ability to communicate courteously and professionally, both in writing and verbally.
  • Detail oriented, well organized, and ability to prioritize and multitask.
  • Display a high level of flexibility and adaptability to support changing demands.
  • Computer proficiency required Microsoft Office (Word and Excel). Various Credit Union systems experience preferred.

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