Business Development Assistant

BMI Federal Credit Union•Dublin, OH

5d•Onsite

About The Position

BMI Federal Credit Union (BMI FCU) is a not-for-profit financial cooperative providing banking services to its member-owners with the goal of improving the financial well-being of its members and community. BMI FCU has been recognized as a “Best Place to Work in Ohio” for 16 consecutive years. The Business Development Assistant provides support and assistance to achieve business goals for the Business Development department, ensuring the integrity of preferred employer group (PEG) reports, tracking necessary items for Business Development, and managing vendor relationships. This role supports field-based Business Development Managers by providing back-up assistance in supporting PEG and community activities, as well as other functions within the department.

Requirements

Associate degree in Business, Marketing, or related field strongly preferred; Bachelor’s degree preferred.
1-3 years of experience in customer service, sales, or related field required; a viable combination of experience and education will be considered.
Proficient in use of social media platforms.
A clean driving record, reliable transportation, valid driver’s license, and proof of auto insurance required.
Flexible work schedule (some early mornings, late nights, and weekend hours).
Ability to work effectively with others at all levels across the organization.
Strong customer service skills.
Possess a professional demeanor.
Ability to work under minimal supervision.
Skills in effective professional verbal and written communication.
Strong attention to detail.
Proficient in Microsoft Office, general computer programs, and general office equipment.
Advanced research and problem-solving skills.
Skills in organization and planning.
Ability to receive and maintain confidential information.
Must be able to sit, walk, stand, use hands to manipulate, handle, feel, and control items or equipment.
Must be able to reach with hands and arms.
Must be able to talk and hear.
Must be able to see and be able to read, write, and interpret text, and spreadsheets.
Occasionally lift and move objects weighing up to 45 pounds.

Responsibilities

Print materials and facilitate Business Development mailings for events.
Call PEGs to follow-up and schedule visits as directed by the team.
Prepare and maintain promotional materials, such as brochures, offers, posters, and flyers.
Provide support to the Business Development team for preparation of PEG visits and act as a backup for PEG visits when necessary.
Monitor and correct issues on the credit union’s core system for new account reports.
Keep Business Development materials and promotional products organized and in inventory; assist in pricing and ordering.
Maintain email lists, mailing lists, Business Development records, and files.
Support the financial education manager by assisting in developing content for Money Management Workshops and helping youth and adult financial education programs.
Research and manage business development inquiries and leads received via web/phone.
Coordinate and plan special events with the guidance of the VP of Business & Community Development.
Manage relationships with charity partners for monthly giving program and coordinate employee volunteering efforts.
Process charitable contributions, including employees’ charitable donations and the matching Ohio Credit Union League Political Action Committee (OCULPAC) contributions.
Manage the department’s customer relationship manager (CRM) tool.
Assist VP of Business & Community Development to track and monitor departmental budgets.
Manage the responsibilities of the Member Meeting Room (MMR) including rental balances, scheduling, set-up, and tear-down.