Business Development Officer

Transcend Credit Union•Louisville, KY

14h

About The Position

The Business Development Officer develops, cultivates, and manages relationships with employer groups, business partners, and community organizations to increase awareness and use of Transcend Credit Union’s products and services. The officer serves as the primary liaison between the credit union and external partners, coordinating outreach initiatives, educational programs, community engagement activities, and membership growth opportunities. The role represents Transcend Credit Union throughout the community, builds strategic partnerships, delivers financial wellness education and presentations, and collaborates with leadership and internal teams on business development and marketing initiatives. It also involves maintaining activity records and reports and ensuring compliance with credit union policies, regulatory requirements, and information-protection standards. The position requires frequent local travel to partner locations, community events, and credit union offices. The schedule may include early mornings, evenings, and weekends, and training may take place at various Transcend Credit Union locations.

Requirements

Sales experience with a proven ability to build and maintain client relationships.
Strong interpersonal, networking, and relationship-building skills.
Excellent verbal and written communication skills.
Confident public speaking and presentation skills.
Self-motivation and ability to work independently and manage multiple priorities.
Strong organizational skills and exceptional attention to detail.
Proficiency with Microsoft Office applications.
Valid driver's license and reliable transportation.
Ability to work occasional evenings and weekends as business and community events require.

Nice To Haves

Bachelor's degree in Business, Marketing, Communications, Finance, or a related field.
Three or more years of business development, outside sales, community relations, or relationship management experience.
Previous credit union, banking, or financial services experience.
Experience using CRM systems and sales tracking tools.

Responsibilities

Identify and cultivate new business and community partnerships.
Develop and maintain relationships with existing employer groups and community organizations.
Create opportunities to increase employee participation and member engagement.
Maintain a pipeline of prospective partners and business opportunities; follow up on leads and relationship-building activities to meet membership growth goals.
Coordinate and conduct workplace financial wellness programs, employee orientations, and enrollment events.
Deliver presentations to employees, community groups, and business organizations, and educate potential members about credit union benefits, products, and services.
Conduct outreach through in-person visits, phone calls, email campaigns, and networking.
Represent Transcend Credit Union at community festivals, networking functions, civic organizations, trade shows, and promotional events.
Support marketing activities and campaigns to increase brand awareness and membership growth, and participate in local business and professional associations.
Partner with leadership to develop and execute strategic business development initiatives.
Collaborate with Marketing, Retail, and Branch teams on event planning and outreach.
Assist in creating customized marketing and educational materials for business partners.
Share market intelligence and community feedback with leadership.
Maintain accurate records of business development activities, contacts, meetings, and results; use CRM and reporting tools to track outreach and opportunities.
Prepare and submit weekly activity and performance reports and provide administrative support for partnership development and community outreach.
Follow credit union policies, procedures, and regulatory requirements; protect confidential member and partner information.
Maintain current knowledge of credit union products, services, policies, and procedures and support security, privacy, and information-protection standards.