Business Development Assistant

BMI Federal Credit Union•Dublin, OH

9d•$19 - $24•Onsite

About The Position

BMI Federal Credit Union is a not-for-profit financial cooperative providing banking services to our member-owners. Our goal is simple – to improve the financial well-being of our members and our community. For 16 consecutive years (2010-2025), BMI FCU has been named a “Best Employer in Ohio” by the Workforce Research Group. If you enjoy working for a smaller company and having the ability to positively affect an entire organization, then BMI FCU is the place for you!

Requirements

1-3 years of experience 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

Nice To Haves

Associate degree in Business, Marketing, or related field strongly preferred; Bachelor’s degree preferred

Responsibilities

Print materials, facilitate Business Development mailings for events, and if requested at the direction of the team, call PEGs to follow-up and schedule visits
Prepare and maintain promotional materials, such as brochures, offers, posters, and flyers
Provide support to Business Development team for preparation of PEG visits; 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 but not limited to: MMR rental balances, Scheduling, Set-up, Tear-down