Account Executive

PROVIDENT CREDIT UNION•Redwood City, CA

1d•Onsite

About The Position

To expand and enrich the membership of the credit union within the Select Employer Groups through service-based business development activities; and serve as a credit union representative. Represent the credit union at public and social media events and demonstrate the value and benefits of becoming a Provident Member. Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better. Provident has been a Bay Area “Top Workplace” since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation. Our values are: Listen Get Better Do What’s Right

Requirements

Bachelor's Degree in Business, Marketing or related fields, or equivalent experience
3+ years of experience; generating a target list, cold calling potential clients
1+ years of experience in outside sales or business development experience, with proven success
Excellent written and oral communication skills (including telephone)
Demonstrate expertise to use PC, Word, Excel, Windows 95 and email
Knowledge of all Provident Business Banking products and Services
Proven track record of developing and maintaining positive and professional relationships with (Select Employer Group) SEGs
Demonstrate excellence in mathematical and organization skills
Demonstrate ability and willingness to provide outstanding service to every SEG, member, and staff member
Must have adequate mastery of the English language to communicate effectively with colleagues, SEG contacts, and members.
Excellent written, verbal and interpersonal communication skills, including confident public speaking.
Must have a valid and current Driver license and own transportation/auto insurance.
Excellent listening and speaking skills.
Excellent written communication skills.
Understand and adhere to BSA and OFAC policy and procedures.

Responsibilities

Represent the Credit Union at various events including sponsor functions, chamber functions, benefit fairs, new employee training meetings, trade shows, and perform public relations at civic and community events when necessary.
Cultivate relationships with key personnel at assigned sponsors to maintain Provident’s position as a benefit to the company.
Utilize service skills to respond to the needs of sponsor groups and associations, members, vendors, and internal members in a timely and professional manner.
Develop and implement marketing plans for assigned (Select Employer Group) SEGs, and participate in public events to the area.
Coordinate business development efforts with local Branch Managers, and marketing staff to man and operate our tables at local events.
Public and Social events may take place after hours or on weekends. If weekend work is required, a day off midweek will be provided.
Work with the Marketing Operations team to leverage existing marketing activities with assigned Seg groups to include business banking products when appropriate.
Work in concert with Branch Managers and Regional Managers to assist in the steady growth of the branches within assigned territory.
Work with the Business Banking department to identify possible business banking prospects among their group of assigned Segs. They leverage our existing relationships to generate new business banking members, business deposits, and business loans.
Submit monthly reports in the required format.
Assure compliance with all governmental regulatory and Credit Union policies, rules and regulations relative to business development activities.
Refer to INI potential new members who demonstrate a need for financial services
Complete required BSA & OFAC training annually