Business Development Representative - Choiceline

Bellco Credit Union•Greenwood Village, CO

13d

About The Position

The Business Development Representative (BDR) is an outbound sales position that focuses on building relationships with Mortgage Brokers, Real Estate Agents, and other individuals and organizations as opportunities present themselves. The goal of this position is to keep Bellco top-of-mind as the financial institution of choice for all loan and deposit products, with a focus on Home Equity Line of Credit. In a crowded competitive marketplace, the BDR will work to build strong relationships with key employees by consistently providing excellent service and providing education on product offerings. The BDR will actively manage a set of key accounts but will also provide backup and support to the branches’ outbound sales efforts as needed. In addition, the BDR will take an active role in planning, organizing, and delivering seminars, to support our sales efforts. The BDR will work to target the organizations with the highest potential to Bellco and will develop detailed sales plans for each of these key accounts.

Requirements

Bachelor’s degree or equivalent experience required.
Proven experience with outside sales or customized marketing in financial services, technology, or other field that demands a high-touch, consultative selling approach.
Minimum of 4 years of increasing success in business-to-business mortgage or real estate sales.
Must demonstrate ability to work independently, set personal goals and schedule to achieve those goals.
Valid drivers license, insurance, and operationally sound vehicle.
Exceptional sales skills, including strong interpersonal skills.
Responsive and able to work both proactively and reactively, with great flexibility.
Strong organizational and communication skills (verbal/written) are required.
Meticulous record-keeping and tracking.
Organized, efficient, and effective team player.
Computer skills must include proficiency with Microsoft® Office, including Outlook, Word, Excel, and PowerPoint, Microsoft Access database.
Polished public speaking skills; ability to deliver standardized presentations with Microsoft PowerPoint to large or small audiences.
Physical ability to carry, load/unload materials as necessary.(Setting up event exhibits, moving collateral, etc.)

Nice To Haves

Basic graphic/publication design experience with Microsoft Publisher or Adobe® InDesign a plus.

Responsibilities

Proactively contacts potential sponsor companies via telephone, email or in person to present product value propositions to meet monthly production goals.
Establish internal and external business relationships and use high levels of tact, influence and persuasion to achieve sales objectives and maintain positive business relationships with current sponsor companies. Maintain and improve penetration levels of existing sponsor groups.
Assist in the development and execution of both short and long-term strategies and partner with Bellco staff to identify and prospect new business opportunities and fully develop existing relationships through cross-sell opportunities with clients on new product offerings and products not initially requested.
Prepares and coordinates materials for on-site broker visits, including new member information and promotional items. Responds to questions and /or provides information to contacts upon request.
Provide regular analysis of regions in relationship to products, competition and market penetration.
Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently suggests ways to improve the member/customer experience through improved processes and technology.
Understand key features and benefits of all Bellco consumer and business products and services and communicate features and benefits to members in a positive manner.
Practice Bellco service standards and desired sales behaviors in all interactions with members and prospective members.
Accurately and timely enter required and relevant information into lead tracking system. Manage active leads and referrals and status updates with staff regularly.
Regular and punctual attendance.