Business Development Specialist

<p>Responsible for growing the Credit Union&rsquo;s membership base by attracting new account relationships and expanding existing account relationships; primarily focusing on activities with our Field of Membership, charitable organizations and small businesses to build member share of wallet. This position requires the ability to communicate effectively with current and prospective members as well as the positive promotion and representation of our Credit Union brand.</p>

Alexandria, Virginia

CommonWealth One FCU

<p><strong>Whether you are starting your career or looking for an organization that aligns with your professional aspirations and personal values, CommonWealth One FCU could be a great fit for you.&nbsp; Every day we work our best to make a difference in people&rsquo;s lives.&nbsp; Our services meet our member&rsquo;s needs at each of their important life event.&nbsp; Think about it.&nbsp; Do you know anyone who has bought their first house, saved for a child&rsquo;s college education, bought a car, or applied for their first credit card?&nbsp; </strong></p> <p><strong>As a COFCUer, you will provide the service and present the product that will meet our member&rsquo;s need. &nbsp;This is what we do--we strive to always serve and act in our member&rsquo;s best interest.&nbsp; </strong></p> <p><strong>Explore how you can become a COFCUer.&nbsp; Apply right now!</strong></p> https://www.cofcu.org/

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9A

Overview: <p>Responsible for growing the Credit Union&rsquo;s membership base by attracting new account relationships and expanding existing account relationships; primarily focusing on activities with our Field of Membership, charitable organizations, and small businesses to build member share of wallet. This position requires the ability to communicate effectively with current and prospective members as well as the positive promotion and representation of our Credit Union brand.</p>
Responsibilities: <p>Contributes to the development of the Business Development Plan and responsible for maintaining, updating and implementing the plan.</p> <p>&nbsp;</p> <p>Serves as the primary liaison between the credit union and employee groups.&nbsp; Pursues leads on potential new sponsor groups and calls on prospective new companies to meet new company engagement goals.</p> <p>&nbsp;</p> <p>Calls on management and/or contact personnel at current member companies to provide quality service for current members and promote the possible addition of new members and to schedule credit union presentations.</p> <p>&nbsp;</p> <p>Coordinates and presents Financial Education Seminars for Select Employer Groups, student and community groups.</p> <p>&nbsp;</p> <p>Plans and implements branch business development and community events.</p> <p>&nbsp;</p> <p>Reports on sales activity, administers and maintains an effective reference file listing names of contact personnel at current member companies.</p> <p>&nbsp;</p> <p>Establishes relationships within financial community participating in local roundtable meetings, networking with other leaders within our industry and establishing &ldquo;best practices&rdquo; for CommonWealth One.&nbsp; Represents credit union at special events, public relations effort, local legislative and credit union league activities.</p> <p>&nbsp;</p> <p>Conducts re-engagement activities that include direct mail and follow-up communications to inactive members as well as members who clicked on non-loan product links in marketing emails.</p> <p>&nbsp;</p> <p>Handles new member account requirements for all incentive programs, including reengagement programs.</p>
Requirements: <p><strong><u>Education and Experience&nbsp; </u></strong></p> <ul> <li>Bachelor&rsquo;s degree and three years of sales and business development experience.</li> <li>Background in financial services, business banking, and/or lending, preferred.</li> <li>Demonstrated strength in sales, organization, working independently, prioritization.</li> <li>Financial Counseling Certification, preferred (must attain within one year of employment)</li> <li>English/Spanish bilingual skills, preferred.</li> </ul> <p>&nbsp;</p> <p>&nbsp;</p> <p><strong><u>Skills Required</u></strong></p> <ul> <li>Effective public and presentation skills in both one-on-one and group situation.</li> <li>Business writing; articulate and persuasive communication style.</li> <li>Proficiency with business computer applications (Microsoft Office Suite, banking platforms)</li> <li>Self-motivated, flexible and adaptable, able to see the big picture concurrent with managing the details, requires minimal supervision. Maintains confidential information.</li> </ul> <p>&nbsp;</p> <p><strong><u>Performance Expectations:</u></strong></p> <ul> <li>Retains and expands existing account relationships and acquires new members.</li> <li>Maintains thorough knowledge of the credit union policy and procedures regarding field of membership requirement and service offerings.</li> <li>Ensures compliance with all applicable federal regulations, including the Bank Secrecy Act, Security and OFAC.</li> <li>Collaborate with management and executive team.</li> <li>Demonstrate and support CommonWealth One&rsquo;s Core Values and Mission.</li> <li>Professional demeanor at all times.</li> <li>Keep updated with CommonWealth One&rsquo;s products/services/information and issues affecting the financial business environment.</li> </ul> <p>&nbsp;</p>