Business Development Specialist

Tucson Federal Credit Union•Tucson, AZ

6d•Hybrid

About The Position

The Business Development Specialist is responsible for developing and executing in-person and virtual business development strategies that align with TFCU’s Member Experience initiatives and goals. This role aims to maintain and enhance TFCU’s visibility and favorable company image by building new relationships in Pima County and surrounding areas, increasing brand recognition, and acquiring new business across all market segments. The specialist will also foster strong relationships with community partners and organizations, raise TFCU's community awareness through events, sponsorships, public speaking, and trade shows, and manage all event-related activities including planning, execution, and social media presence. Key responsibilities include establishing and administering an annual Business Development budget, collaborating with Branch Leaders on annual business development plans and promotional campaigns, and tracking the efficacy and return on investment of these strategies through regular reporting. The position also requires adherence to state and federal banking regulations, annual compliance training, and maintaining member and TFCU privacy and confidentiality.

Requirements

Minimum of two (2) years of cold calling experience with responsibilities in business to business (B2B) sales required.
Minimum of five (5) years financial services or sales experience required.
Ability to work under pressure with time constraints and within deadlines.
Excellent communication (written and verbal) and interpersonal skills and ability to speak in front of large groups of people.
Excellent and effective organizational skills.
Ability to frequently travel to off-site promotions, functions, presentations, events.
Must have a valid current driver’s license.
Knowledge of the Microsoft Office Suite products, specifically Outlook, Word, Excel and PowerPoint.
Experience using contact management software.
Understanding of marketing/advertising principles and concepts.
Ability to work outside in a variety of temperatures and weather conditions.

Nice To Haves

Bachelor’s degree in marketing, promotions and advertising or a related field.
Three (3) years of combined marketing, promotions, advertising and/or business development experience.
Ability to speak and write Spanish.

Responsibilities

Build new relationships in Pima County and surrounding areas by increasing TFCU’s brand recognition and acquire new business across all market segments.
Maintain strong relationships with community partners and other organizations.
Build awareness of TFCU in the community by arranging and participating in community events, sponsorships, public speaking engagements, trade shows, etc.
At the direction of Director of Member Experience, manage all activities related to events including planning, execution, and social media presence.
Establish and administer an annual Business Development budget.
In Partnership with Branch Leaders, create and provide recommendations on an annual business development plan including community activities and promotional campaigns.
Track and communicate efficacy and return on investment on development strategies through regular reporting to Member Experience Leadership.
Abide by state and federal banking regulations.
Attend training sessions and complete compliance training on an annual basis.
Maintain member and TFCU privacy and confidentiality.
Create and deliver informational presentations at staff meetings as assigned.
Manage marketing supply inventory to fulfill event needs including ordering and sorting.
Assist in creating the monthly Marketing Report for the Board of Directors.
Compile financial information and marketing data for analysis.
Assist in writing copy and proofreading marketing materials.
Gain and retain a high-level knowledge of all TFCU products, policies and procedures.
Adhere to TFCU’s attendance and punctuality policy.
Maintain a professional businesslike appearance in accordance with TFCU’s dress code policy.
Engage in behavior that aligns with the credit union’s cultural beliefs.