Business Development Officer - Southern Region

Altura Credit UnionRiverside, CA
Onsite

About The Position

The Business Development Officer is responsible for creating, maintaining, and supporting business partnerships with institutes such as education, government, medical, municipalities, nonprofits, and other local organizations within the assigned territory. The Business Development Officer is also committed to attaining credit union goals, while increasing public awareness of Altura and the credit union movement. Responsible for effectively receiving, reviewing, and processing new account applications, loan referral and other product referrals.

Requirements

  • High school diploma or its equivalent is required.
  • Minimum two (2) years Sales and/or Business Development experience in either retail or a financial services environment.
  • Demonstrated ability to produce documents, spreadsheets, databases, etc. with Windows-based software, as well as demonstrated proficiency with the Internet.
  • Excellent presentation skills, ability to conduct presentations to individuals and groups.
  • Must be creative and able to provide positive training for a diverse group of adults.
  • Ability to operate a 10-key calculator and the ability to use the calculator for up to 10% of a workday.
  • Ability to travel to branch locations as required.

Nice To Haves

  • Bachelor’s degree in Communication or related field, or equivalent combination of education and related experience, is preferred.
  • Minimum one (1) year experience in training students/adults is preferred.
  • Minimum of two (2) years of experience with Community Outreach/Networking is preferred.

Responsibilities

  • Maintain relationships with existing Selected Employer Groups and Community Partners with the goal of bringing in new business through Member Acquisition Events (MAE’s)
  • Creates, implements and executes outbound sales and business development efforts within the assigned territory in order to prospect new business.
  • Professionally represents the Credit Union during community events and at public, social, and business gatherings to expand reach and visibility in the community
  • Responsible for effectively receiving, reviewing, and processing new account applications, loan and product referrals
  • Maintains organized, accurate records of activities and performance for monthly reporting

Benefits

  • Vacation (10+ or Minimum Days)
  • Sick (8 Days)
  • Holidays (11 Days & 1/2 Day Christmas Eve)
  • Birthday & Anniversary Day Off
  • Specialized Paid Time Off (Jury Duty, Bereavement, etc.)
  • Community Volunteer Events
  • Social Events & Outings
  • Event & Venue Discounts
  • Competitive Pay
  • Stakeholders 401k Dollar-for-Dollar Match up to 6% (after one year of service)
  • Business Attire Allowance
  • Annual Performance Review & Increase
  • Wellness Incentive
  • Tuition Reimbursement
  • Awards, Recognitions & Incentives
  • Free Checking & Savings Accounts
  • Discounted Employee Loan Rates
  • Kaiser and Cigna Medical & Prescription Plans
  • Dental & Vision
  • Fitness Challenges & Gym Access
  • Onsite Wellness Programs
  • Medical & Dependent Flex Spending Account
  • Life & A&D Insurance
  • Employee Assistance Program
  • Pet Insurance
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