Business Development Manager

Community Credit Union of Florida•Rockledge, FL

14d•$61,600 - $68,500•Hybrid

About The Position

The Business Development Manager delivers outstanding service to internal and external members by identifying financial needs and recommending appropriate credit union solutions. The Business Development Manager develops and supports relationships with employers, employer groups, and community organizations to acquire new members, provide financial resources and education, promote CCU products and services, and increase brand awareness. This position serves as the primary contact for current and prospective employer groups and requires schedule flexibility, including the ability to work non-traditional hours.

Requirements

Bachelor’s degree with a concentration in marketing, journalism/media, communications, business, or a related field
Three to five years of related experience or training
Exceptional customer service and outside sales experience, preferably in financial services
Demonstrated creativity and excellent oral, written, interpersonal, and presentation skills
Ability to communicate effectively with varied audiences; interpret documents and procedures; provide instructions; and prepare clear reports and correspondence.
Excellent organization, time-management, multitasking, and delegation skills.
Ability to work independently with minimal supervision and contribute effectively as a team member.
Proficiency with computers and standard word-processing, spreadsheet, and data-management applications.
Ability to develop and implement solutions, exercise independent and discretionary judgment, organize information efficiently, and research and analyze new and existing program concepts.
Basic math skills, including calculating interest, balancing accounts, working with whole numbers, fractions, and decimals, and identifying routine mathematical errors.
A current Florida driver’s license and a vehicle with appropriate insurance coverage for assigned job duties and responsibilities.

Nice To Haves

Equivalent combinations of education and experience may be considered
Education may include in-house training, formal study, or financial-industry coursework.

Responsibilities

Conduct regular business-development and sales calls with prospective organizations while strengthening relationships with existing employer groups and partners.
Prepare and deliver sales presentations, engage decision-makers, and cultivate long-term partnerships.
Continuously identify Bank-at-Work prospects and other credit union opportunities.
Maintain an active pipeline and record activity in the credit union’s customer relationship management (CRM) system.
Manage employer-group relationships through regular communication and coordinated on-site activities, including enrollment sessions, financial workshops, and presentations.
Increase awareness and membership participation by helping members access information and assistance with deposit and loan products.
Identify and pursue sales opportunities by supporting the opening of deposit and loan accounts and referring mortgage and commercial opportunities to the appropriate departments.
Track activities in the CRM and other approved tools, including Asana and Excel.
Represent CCU at community events and sponsorships, including public-speaking opportunities, to promote its products and services.
Maintain active involvement in appropriate community organizations to strengthen CCU’s local presence.
Prepare accurate, detailed, and timely reports on employer-group development activities and membership penetration.
Help plan, set up, and support internal and external marketing promotions and functions, including grand openings, annual meetings, shred days, member education, tabletop events, and staff meetings.
Develop, coordinate, and present training and orientation programs for credit union, business, community, and school audiences.
Deliver presentations to local organizations, including chambers of commerce, professional associations, and service groups.
Create project plans and schedules for developing and maintaining relationships with targeted employer groups.
Monitor scope, direction, milestones, and deliverables; identify risks; and work with the VP of Marketing on corrective action.
Coordinate on-campus brand ambassador programs and manage day-to-day needs through regular visits to high school and college campuses.
Identify focus areas and execution challenges and help create tools and training that enable ambassadors to succeed.
Identify local opinion leaders and influencers, and support brand campaigns, product launches, brand-building events, and cross-marketing programs.
Maintain working knowledge of credit union policies, rates, documents, and disclosures to support compliance and consistent application of current regulations.
Follow daily procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD).
Support CCU’s mission, core values, and long-term objectives by performing duties in accordance with its bylaws, regulations, Board of Directors policies, service standards, and work procedures.
Maintain product knowledge as measured by the annual product knowledge assessment.
Provide excellent service to internal and external members in accordance with CCU’s Service Promises and established service goals, as measured by the Internal Service Survey.
Respond promptly to members and coworkers, promote teamwork, respect the opinions, abilities, and contributions of others, and cooperate for the benefit of the organization.
Support established departmental goals and follow all credit union operating policies and procedures, as well as applicable state and federal regulations and guidelines.
Perform other related duties and special projects as assigned.