Business Development Coordinator - Santa Ana

O. C. Credit Union•Santa Ana, CA

50d•$26 - $33•Hybrid

About The Position

Business Development Coordinator; help us grow the OCFCU community—one relationship at a time. At Orange County’s Federal Credit Union (OCFCU), we don’t just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and over 140,000 members, we’ve built a reputation for excellence—and we’re just getting started! Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2025 and 2024. Are you a relationship-builder who loves connecting businesses and people? We’re looking for a high-energy, experienced, and passionate Business Development Coordinator who enjoys being on the phone to identify opportunities, generate new leads and set on-site meetings. In this position you will have a critical role in the strategic plan and growth strategy by researching businesses that are within a 5–10-mile radius of each of our 11 branches. You’ll develop productive relationships with key decision makers and set meetings where Orange County’s Federal Credit Union can market financial services and products to employees of the business partners.

Requirements

Two plus years of experience in business development, sales, banking, or related experience.
Experience conducting outbound sales calls to business decision makers with the intent of scheduling appointments. These calls will be made by leveraging all communication channels; phone calls, emails, LinkedIn messages, video conferencing, in-person visits, etc.
Proficient in Microsoft Software Applications (Word, PowerPoint, Excel) and CRM systems.
Strong presentation and public speaking skills with the ability to connect with current and potential members.
Strong time management, organizational, and prioritization skills with the ability to balance multiple priorities simultaneously and pivot with the needs of the business.
Reliable transportation to occasionally travel a 5–10-mile radius of each of our https://www.orangecountyscu.org/about-us/locations/11 branches [https://www.orangecountyscu.org/about-us/locations/] and occasionally further for special events.
Flexible working availability. Majority of the shifts will be Monday – Friday, traditional office hours with occasional evenings and weekends.
This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.

Responsibilities

Champion the Credit Union difference by serving as a liaison between OCFCU and local businesses.
Build and expand partnerships—identifying new relationships and nurturing existing ones to increase membership and participation in OCFCU products and services.
Maintain a proven track record of securing meetings with top level decision makers. Plan, schedule, and support onsite visits with companies and organizations to promote OCFCU offerings and present the value of credit union collaboration.
Use research and data to drive strategy— get to know the businesses that are within a 5 – 10-mile radius of each of our 11 branches.
Support the Director of Corporate Business Development with performance tracking, event planning, budget monitoring, and partner relationship management.
Partner closely with branch leaders and employees—sharing insights, supporting cross-functional initiatives, and contributing to membership and financial growth goals.
Deliver excellent service by responding to inquiries and providing consultative guidance.