Business Development Officer

Lookout Credit Union•Pocatello, ID

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About The Position

The Business Development Officer helps meet the Credit Union’s strategic membership and growth goals by managing relationships with key select employee groups (SEGs), particularly in education and other selected industries and organizations within the Credit Union’s field of membership. The role develops new members, adds business partners, and grows business with current members through personal contact. It coordinates events and promotions at Credit Union and SEG sites and other strategic locations within designated territories, and maintains accurate reports and records. The position develops banking relationships, contacts potential partners and prospective members, visits current and inactive SEG partners, and promotes membership and Credit Union products and services. It represents the Credit Union at community functions, supports community development and financial literacy activities, and plans and coordinates community and SEG-related events. The role also works with branch managers to develop membership opportunities and assists with promotional campaigns, marketing materials, statistics analysis, and social media activities. Work is generally performed in a temperature-controlled office, with a significant community presence and occasional travel. The schedule may extend beyond Monday through Friday, 8:00 a.m. to 5:00 p.m.; evening, before- or after-shift, and weekend work may be required.

Requirements

Three to five years of similar or related experience.
A bachelor’s degree, or formal industry-recognized certifications equivalent to a bachelor’s degree.
Strong communication skills and a collaborative mindset.
Self-starter who is motivated and capable of inspiring and influencing others.
Positive attitude, friendliness, courtesy, tact, and professionalism.
Ability to build and maintain relationships with external individuals and organizations, including promoting ideas or services.
High level of trust, discretion, and diplomacy.
Working knowledge of basic computer skills and applications, including email and word processing.
Ability to operate a computer keyboard by touch.
Ability to communicate detailed information accurately and efficiently in writing and verbally.
Ability to exert up to 30 pounds of force occasionally to lift, carry, push, pull, or otherwise move objects.
Ability to work beyond a traditional Monday–Friday, 8:00 a.m.–5:00 p.m. schedule, including evenings and weekends; occasional travel may be necessary.

Responsibilities

Expand banking relationships by contacting potential business partners and prospective members to develop new business, including opening new accounts.
Visit current and inactive SEG partners, solicit business, maintain and grow relationships, and make presentations or public appearances to promote Credit Union membership.
Consult with and interview members and prospects about financial goals and needs, then promote suitable Credit Union products, loans, and services.
Maintain product knowledge, including selling techniques, new products, and market trends; communicate with partners and vendors.
Track events, promotions, budget spending, and relationships, and provide daily and monthly reports; maintain SEG profiles, contacts, and activities in sales software.
Represent the Credit Union at community functions and participate in community development activities, including Chamber of Commerce and service-club activities.
Provide financial literacy presentations to SEG partners and members.
Lead the planning and coordination of community and SEG-related events and assist the volunteer Ranger program with planning, execution, and event deployment.
Develop membership opportunities in branch areas and work with branch managers to develop business for their branches.
Attend chamber and service organization events to build awareness of Lookout Credit Union.
Assist with coordinating promotional campaigns and developing support materials for business development activities.
Analyze relevant statistics for the business development plan and make recommendations to management as needed.
Assist with social media planning, posting, and monitoring as needed.
Perform other job-related duties as assigned.
Adhere to Credit Union policies and procedures and provide informed, prompt, professional, and accurate service and support to members and associates.
Be willing to work evenings, before or after the standard shift, and on weekends.