Business Development Representative

BMI Federal Credit Union•Dublin, OH

7d•Onsite

About The Position

BMI Federal Credit Union (BMI FCU) is a not-for-profit financial cooperative providing banking services to its member-owners with the goal of improving the financial well-being of its members and community. BMI FCU has been recognized as a “Best Place to Work in Ohio” for 16 consecutive years. This position is responsible for growing the Credit Union by increasing the number of Members and the number of products and services for Members, Preferred Employer Groups (PEGs), and with the communities BMI FCU serves. The role involves identifying, generating, and supporting new Members, PEGs, and soliciting in target markets by maximizing visibility and providing Member satisfaction. The Business Development Representative will provide friendly, professional support, monitor the implementation of growth opportunities and responsive service, and represent BMI FCU. This position also backs up other functions within Business Development.

Requirements

A minimum of 3 years of related experience; a viable combination of experience and education will be considered.
A clean driving record, reliable transportation, valid driver’s license, and proof of auto insurance required.
Ability to work a varied work schedule (some early mornings, late nights, and weekend hours).
Knowledge of financial industry products, services, and policies.
Ability to stay up-to-date with promotions, products, and services.
Skill in customer service and sales strategy.
Skill in oral presentations.
Critical thinking and problem-solving skills.
Ability to organize, plan, meet deadlines, and follow through.
Ability to deal with others with courtesy, tact, and effectiveness – a customer service orientation/ philosophy.
Ability to receive and maintain confidential information.
Ability to work effectively on an individual basis and as part of a team.
Desire to continually learn.
Effective and professional communication skills (verbal, written, and visual).
Professional and proficient phone etiquette.
Proficient in Microsoft Office, general computer programs, and general office equipment.

Nice To Haves

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

Responsibilities

Provide on-site support for PEGs through personal visits, telephone calls, and correspondence and keep representatives supplied with the materials they need to inform their employees about the credit union.
Support PEGs and community groups at their Orientations, Benefit fairs, Lunch and learns, and Charitable events.
Educate prospective and current members about products and services that BMI FCU offers; cross-sell.
Maintain up-to-date data files and initiatives on all employer and community groups through the Customer Relationship Management (CRM) system.
Work with the Financial Education Specialist regarding trends and needs of PEGs related to financial wellness issues.
Provide recommendations and feedback on financial wellness content and efforts at employer and community groups.
Assist in planning and coordinating events for PEGs and events in the community.
Prepare monthly reports outlining PEG program activities and expenses.
Represent the Credit Union at employer, community and charitable events; assist in planning and implementing appropriate activities at these events; transport related materials and supplies to such events as needed.
Partner with Marketing and the Business Development Coordinator to design and produce recruitment pieces to 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 the development of new opportunities to deliver actionable strategic initiatives.
Serve as a liaison between the Credit Union and PEGs to resolve problems or situations that arise.
Backup VP of Business & Community Development as required.