Business Development Operations Lead

OE Federal Credit Union•Livermore, CA

7d•Onsite

About The Position

Join the Best “UNION” Credit Union Around! In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on the foundation of union pride, OE Federal is a 1.4 billion company and the country’s largest labor-based credit union serving more than 115,000 members nationwide! Our People Make the Difference! Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire a Business Development Operations Lead! Your Purpose Partner with the Business Development Manager in the creation, implementation, ongoing ownership and continuous improvement of new Business Development processes, systems, and tools to optimize the department and drive long-term success while ensuring that OE Federal remains within regulatory compliance. Serve as the primary organizational point of contact for union operational needs to ensure we have a consistent approach to union business. These activities will be carried out in a way that helps the credit union achieve its targeted business objectives.

Requirements

Associates degree in an applicable field AND minimum 4 years of work experience in a similar role OR High School Diploma/GED AND minimum 6 years of work experience in a Lead-level role.
Ability to maintain a flexible work schedule, including early mornings, late evenings and weekends.
Excellent interpersonal, verbal, written communication skills.
Excellent presentation, public speaking and networking skills.
Proficiency with PC, Microsoft windows software, Excel, Power Point, Word.
Valid state issued driver’s license.
Proficiency with JHA Symitar required.

Responsibilities

Standardize, own, and continually optimize team methodology for onboarding new unions in concert with the broader organization, KPI metrics scorecard for all our union relationships, inventory control processes, and where/how union relationship information is captured and stored.
Serve as the Business Development operational liaison for new (or existing) products and solutions that may be rolled out to union partners in the future.
Provide union-based feedback and make recommendations to cross-functional owners of these products and tools.
Manage and evolve our OE Federal contract strategy with unions to optimize impact for OE Federal – including critical aspects such as vacation pay timing, escheatment approach, fee structure, etc.
Create a strategic plan to update existing contracts without impacting relationships.
Travel to and attend in-person functions, such as meetings, picnics and sport tournaments to promote the credit union and support the interests of our membership.
Collaborate seamlessly with colleagues from across departments and branches to deliver optimal and efficient service to our members.
Uphold a standard of professionalism actively fostering positive relationships internally and externally.
Develop and maintain a comprehensive understanding of the credit union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures and current promotions.
Keep current with the union construction trade industry and potential credit union field of membership growth opportunities.
Perform other related duties as assigned.

Benefits

Medical, dental and vision benefits that cover the employee, spouse and dependents
Retiree medical benefits
A defined benefit Pension Plan with 100% employer contributions of $7.57/hour
$10,000 Life Insurance
$5,000 Accidental Death and Dismemberment
11 ½ Paid Holidays per year
17 days of Paid Time Off (PTO) to start
Annual Performance Bonus Program – Up to 5% of employee’s annual base paid on December 15th of each year
A 401(k) plan
OE Federal Membership for you and your Family
Employee loan discounts
Casual dress code