Commercial Account Representative

2 weeks ago


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

We are seeking a Commercial Account Representative to join our team at CABRILLO CREDIT UNION. This role will focus on developing new business opportunities and nurturing existing relationships with key contacts in select markets.

About the Role

This is a full-time position that reports directly to the AVP of Business Development. The primary objective of this role is to identify and pursue new business opportunities through targeted marketing efforts, networking, and relationship-building activities.

Key Responsibilities
  • Identify and pursue new business opportunities through targeted marketing efforts, networking, and relationship-building activities.
  • Work closely with internal stakeholders to understand credit union products and services, as well as customer needs and preferences.
  • Maintain accurate records of all sales and marketing activities, including lead generation, follow-up, and conversion rates.
  • Collaborate with other departments to ensure seamless delivery of high-quality products and services to customers.
  • Participate in regular sales meetings to discuss progress, challenges, and opportunities for growth.
Requirements
  • Bachelor's degree in Business or Marketing preferred.
  • Minimum of 2 years of experience in business development, sales, or a related field.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers, colleagues, and management.
  • Strong analytical and problem-solving skills, with the ability to think creatively and outside the box.
  • Proficient in Microsoft Office, including Word, Excel, and PowerPoint.
  • Able to work in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining attention to detail.
Benefits

CABRILLO CREDIT UNION offers a competitive salary range of $35,000 - $50,000 per year, depending on experience, as well as comprehensive benefits, including health insurance, retirement plan, and paid time off.



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