Business Development Representative

MRA Recruiting Services•Dublin, OH

8d•$27 - $34•Onsite

About The Position

BMI Federal Credit Union is a not-for-profit financial cooperative providing banking services to its member-owners, with the goal of improving members’ and the community’s financial well-being. The Business Development Representative helps grow the Credit Union by increasing membership and use of products and services among members, Preferred Employer Groups (PEGs), and communities served by BMI FCU. The role identifies, generates, and supports new members and PEGs, increases visibility in target markets, and promotes member satisfaction through professional support and responsive service. It also provides backup for other Business Development functions. The position is 100% on-site at 6165 Emerald Parkway in Dublin, Ohio, with no remote-work option. The schedule includes daytime, evening, and weekend work totaling approximately 40 hours per week. The work environment includes outdoor settings, local travel, and office environments.

Requirements

At least 3 years of related experience; a viable combination of experience and education will be considered.
A clean driving record, reliable transportation, a valid driver’s license, and proof of auto insurance.
Ability to work a varied schedule, including some early mornings, late nights, and weekends.
Knowledge of financial industry products, services, and policies.
Ability to stay up to date with promotions, products, and services.
Customer service and sales strategy skills.
Oral presentation skills.
Critical-thinking and problem-solving skills.
Ability to organize, plan, meet deadlines, and follow through.
Ability to interact with others with courtesy, tact, and effectiveness, with a customer-service orientation.
Ability to receive and maintain confidential information.
Ability to work effectively individually and as part of a team.
Desire to continually learn.
Effective, professional verbal, written, and visual communication skills.
Professional and proficient phone etiquette.
Proficiency with Microsoft Office, general computer programs, and general office equipment.
Ability, with or without reasonable accommodation, to sit, walk, stand, use hands to manipulate, handle, feel, and control items or equipment; reach with hands and arms; talk and hear; see and read, write, and interpret text, spreadsheets, and financial documents; and frequently lift and move objects weighing up to 50 pounds.

Nice To Haves

Bachelor’s degree in Business, Finance, Communications, or a related field preferred.

Responsibilities

Provide on-site support to Preferred Employer Groups through personal visits, telephone calls, and correspondence, and supply representatives with materials about the Credit Union.
Support PEGs and community groups at orientations, benefit fairs, lunch-and-learns, and charitable events.
Educate prospective and current members about BMI FCU products and services and cross-sell those offerings.
Maintain current data files and initiatives for employer and community groups in the Customer Relationship Management (CRM) system.
Work with the Financial Education Specialist on PEG trends and financial wellness needs.
Provide recommendations and feedback on financial wellness content and efforts at employer and community groups.
Assist with planning and coordinating PEG and community events.
Prepare monthly reports outlining PEG program activities and expenses.
Represent the Credit Union at employer, community, and charitable events; help plan and implement appropriate activities; and transport event materials and supplies as needed.
Partner with Marketing and the Business Development Coordinator to design and produce recruitment materials that increase membership with existing PEGs.
Assist the VP of Business & Community Development in researching and soliciting new PEGs as potential Credit Union partners.
Assist with developing new opportunities to deliver actionable strategic initiatives.
Serve as a liaison between the Credit Union and PEGs to resolve problems or situations that arise.
Back up the VP of Business & Community Development as required.