Business Development Assistant

COPFCU•Cincinnati, OH

About The Position

The Business Development Assistant builds and maintains business relationships for COPFCU and participates in all stages of sales and business development. The role identifies and pursues sales opportunities, delivers presentations, prospects for new business partner relationships, and solicits new member accounts. It coordinates with Member Service and Loans to help ensure products and services are opened or delivered promptly, and develops relationships with existing partner agencies and schools. The position represents COPFCU professionally and keeps the supervisor informed of area activities and significant challenges. The role cultivates relationships with eligible agencies and professions, including public school districts, law enforcement, firefighters, government employees, and employees of entities receiving public tax funds. It promotes COPFCU products and services, plans and supports events, conducts community outreach, maintains prospect and activity records, and assists with account opening and member requests. Some community activities may take place outside regular business hours, and the schedule must accommodate group and agency meetings as early as 6 a.m. and as late as 9 p.m.

Requirements

Associate or bachelor's degree in marketing, business, or a related field, or an equivalent combination of training and experience; the degree is preferred.
At least two years of sales or business development experience; banking or financial services experience is preferred.
Excellent presentation skills, public speaking ability, and professional writing skills.
Thorough understanding of bank or credit union sales channels, target marketing, and promotional strategies.
Knowledge of the financial services competitive environment and industry challenges.
Effective communication skills and ability to build rapport with prospective and current members.
Proficiency with Microsoft products.
Strong attention to detail, accuracy, and organizational skills.
Schedule flexibility to accommodate meetings as early as 6 a.m. and as late as 9 p.m.
Valid driver's license and dependable vehicle.

Nice To Haves

Sales or business development experience focused on banking or financial services.
Associate or bachelor's degree in marketing, business, or a related field.

Responsibilities

Cultivate new relationships and maintain existing relationships with eligible agencies and professions, including schools, law enforcement, firefighters, government employees, and employees of entities receiving public tax funds.
Promote COPFCU products and services and plan and implement promotional events.
Execute opportunities for member acquisition and maintain in-depth knowledge of products and services.
Leverage existing member relationships to expand business development and sales opportunities.
Conduct sales presentations and ensure business development interactions are professional, effective, and mutually beneficial.
Serve as a community liaison by participating in beneficial activities, including outings, festivals, and meetings.
Coordinate with the marketing department on business development materials.
Maintain contact lists of current and prospective agencies, schools, and organizations.
Schedule appointments with existing groups and visit prospective agencies to present available products and services.
Conduct community outreach, including agency visits and lobby displays.
Assist in planning and coordinating special events and seminars.
Deliver holiday gifts to business members.
Maintain a daily activity log, track and analyze visit results, and report results to the supervisor monthly.
Assist with new accounts and ensure member requests are fulfilled promptly.
Perform other duties or responsibilities assigned by management.