Business Development Officer III

Kitsap Credit UnionBremerton, WA
69d$95,000 - $105,000Onsite

About The Position

Kitsap Credit Union is searching for a Business Development Officer III (BDO III). The BDO III is a high-performing relationship strategist responsible for prospecting, acquiring, and growing top-tier business relationships with substantial deposit and lending needs in the credit union's targeted industries, while ensuring compliance with KCU's policies and procedures. This role requires mastery in business development, public presentation, growth planning, and relationship cultivation. The ideal candidate will excel at building relationships with centers of influence (COIs), actively engaging in networking events, and leveraging their strong sales background to deliver exceptional results. This role is vital in driving the growth and success of our business banking portfolio. In this role, 80% of your time will be dedicated to prospecting and business development activities, with the remaining 20% focused on administrative and planning duties.

Requirements

  • 4+ years of business banking sales or business development experience.
  • Demonstrated ability to lead and influence outcomes.
  • Strong public speaking skills, community presence, and networking ability.
  • Proficiency in analyzing business financials.
  • Exceptional communication and advisory skills.
  • Proven track record of meeting or exceeding sales targets and KPIs.
  • Strong verbal and written communication skills, with the ability to present professionally and persuasively.
  • Strong interpersonal skills with the ability to build rapport and establish trust with prospects, and internal teams.
  • Highly organized with strong attention to detail and the ability to manage a longer sales cycle effectively.
  • Results-driven, self-motivated, and committed to exceeding goals and expectations.
  • Utilization of technology to source prospects and track lead pipeline.
  • Excellent time management skills with proven ability to meet deadlines.
  • Ability to adapt and thrive in rapidly shifting business landscape.
  • Ability to take initiative and work independently and with a team.
  • Model and represent KCU's core values.

Responsibilities

  • Independently and proactively pursue, acquire, and manage complex, multi-product business relationships which include deposits, lending, treasury, affinity programs, and KCU at Work, with businesses with $5MM to $20MM in annual sales.
  • Promote and drive adoption of merchant services, ensuring members have access to efficient payment processing and point-of-sale solutions.
  • Use out-of-the-box thinking and innovative strategies to uncover business opportunities and address member needs.
  • Leverage KCU approved technology to enhance business development activities, streamline member engagement, and uncover insights.
  • Effectively communicate the value of our business banking products and services to prospects, focusing on long-term partnerships.
  • Collaborate and refer opportunities to Commercial Relationship Managers.
  • Work closely with Business Services Specialists to transition acquired accounts for onboarding, account management, and relationship management.
  • Manage the longer sales cycle associated with business member acquisition, ensuring consistent follow-up and engagement with leads.
  • Maintain organized records of prospects, activities, and progress using CRM tools, ensuring leads are followed up with in a timely manner.
  • Represent the credit union as a knowledgeable, respected, trusted advisor at public events, and in strategic partnerships, and high-profile engagements.
  • Expert level presentation skills. Ability to lead business-focused workshops.
  • Build and maintain strong relationships with COIs, such as CPAs, attorneys, and industry leaders, bringing awareness of the credit union difference and enhancing referral opportunities.
  • Speak confidently to large audiences, participate in panel discussions, and represent KCU's brand.
  • Work with Director of Business Services to create and maintain a strategic business development plan and contribute to the growth strategy of the credit union.
  • Mentor and advise junior level Business Development Officers.
  • Prepare weekly reports on sales performance, lead generation, and business development activities.
  • Achieve established deposit, loan, and referral goals by effectively promoting business and personal banking solutions.

Benefits

  • Free onsite parking
  • Annual time off and sick time accrued
  • 11 Paid holidays
  • 1 Personal floating day
  • Medical, Dental, Vision, Short- and Long-term Disability, Life and AD&D Insurance
  • Employee Assistance Program
  • Choose from a PPO medical plan or a High Deductible with a Health Savings Account
  • 3% KCU funded Safe Harbor Contribution to your 401K
  • KCU will match up to 2% of your 401K contributions
  • All 401K contributions are 100% vested
  • Potential annual incentive in all roles within Kitsap Credit Union
  • Tuition reimbursement
  • 8 hours of paid volunteer time off
  • Discounts on KCU's products and services
  • Enjoy unlimited ORCA transit access through KCU for less than $45 a year—your cost as an employee

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

251-500 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service