Lead Business Development Officer

California Coast Credit•San Diego, CA

About The Position

The Lead Business Development Officer (BDO) serves as a senior strategic leader within the Business Development team, providing direction, expertise, and guidance to drive membership growth, deepen deposit and loan relationships, and expand engagement with Preferred Partners and community organizations. The role strengthens team performance through mentorship, coaching, and operational alignment while ensuring consistent, high‑quality outreach execution. The Lead BDO manages major strategic accounts, advances partnership development, and supports organizational business development strategy, all while maintaining individual production accountability and supporting organizational growth objectives.

Requirements

Bachelor’s degree in Business, Marketing, or related field, or equivalent combination of education and experience.
Minimum of 5-10 years of proven experience in business development, sales, or financial services.
Demonstrated expertise in business development, relationship management, and community/partner engagement within a financial services environment.
Proven leadership abilities with skill in mentoring, coaching, and guiding peers to elevate team performance.
Strong communication and interpersonal skills to interface confidently with C‑level executives, business leaders, and external partners.
Advanced proficiency in CRM platforms and business development tools, including the ability to use AI‑driven systems for contact management, forecasting, partner tracking, and outreach optimization.
Strong forecasting, analytical, and trend‑recognition capabilities to evaluate market conditions, identify opportunities, and shape outreach strategy.
Proven ability to grow and manage a territory, expanding partner penetration and increasing business development impact.
Highly organized with strong planning skills to support territory alignment, pipeline management, and coordinated outreach.
Ability to track, interpret, and report on key metrics such as membership growth, conversion rates, partner penetration rates, deposit and loan volume, and outreach activity performance
Working knowledge of credit union operations, products, lending processes, and sales metrics.
Working knowledge of MS Word, Excel, Desktop Publishing and Data Entry.
Ability to operate standard business machines such as computer, printer, fax, copier, and telephonic devices.
Valid California driver’s license.
Ability to arrive at various location throughout San Diego and Riverside County. Must bring table set up and arrive on time.
Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous standing; ability to operate and utilize a personal computer and peripherals. Lifting of various brochure stands and tables. Ability to lift up to 30 lbs.
Ability to operate a vehicle as travel is required.

Responsibilities

Serves as the senior subject‑matter expert within the Business Development team, providing mentorship, guidance, and field support to Business Development Officers without formal supervisory authority.
Provides strategic leadership to drive membership growth, deposit and loan expansion, and development of community and Preferred Partner relationships.
Strengthens engagement with Preferred Partners and community organizations by deepening existing relationships and identifying new partnership opportunities.
Enhances outreach consistency, team alignment, and process efficiency through training support and best‑practice leadership.
Contributes to business development strategy, geographic expansion, and coordinated outreach efforts across the credit union.
Works directly with Preferred Partners to schedule and execute on-site Member Days, workshops, New Employee Orientations, and community or charitable collaborations.
Serves as a liaison between Business Development Officers and leadership by elevating field insights, operational gaps, and improvement opportunities.
Works closely with Marketing to develop and deploy promotional materials aligned with Preferred Partner and community needs.
Analyzes market trends, economic conditions, and community needs to identify growth opportunities and emerging markets.
Performs other duties as assigned.
Achieves individual production goals related to membership acquisition, deposit growth, loan production, and partnership development.
Provides mentoring, training, and best‑practice reinforcement to Business Development Officers to ensure consistent outreach, execution and teamwide performance.
Manages major strategic accounts and ensures strong execution, partner satisfaction, and growth across high‑impact relationships.
Collaborates with the Director of Business Development to enhance outreach strategy, operational consistency, and geographic performance initiatives.
Maintains, tracks, and reports on key business development metrics such as new memberships, partner penetration levels, strategic account growth, loan and deposit volume, outreach activity results, and territory performance indicators.
Provide a high level of service to Preferred Partner groups and community partners.
Requires experience in new member, consumer and Real Estate loan processing, loan structuring, and criteria.
Promotes a professional CCCU image and awareness within our communities.
Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.