Relationship Development Officer

Westmark Credit Union • Idaho Falls, ID

3d • Hybrid

About The Position

Discover the Westmark Difference!!

Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.
· 60 % of our employees have been part of the Westmark family for 5+ years.
· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.
· 85% of our managers were promoted from within the company.
· Westmark has been in business since 1954 and has recently grown to over $1.6 billion in assets, 15 branches, and over 80,000 members!

We also have some of the most impressive benefits in the industry:
· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
· Excellent health insurance options for employees and family with shared premiums
· 401k with 75% company match and 2% profit sharing contribution
· Tuition Reimbursement and Scholarships
· Employee Assistance Program (Free counseling and legal services)

Position Summary: The Relationship Development Officer is responsible for driving business growth, fostering relationships with existing and potential members, and identifying opportunities to expand our member base and increase revenue streams.
Schedule: Average of 40 hours per week including some evenings and weekends

Requirements

• Bachelor’s degree in a business, marketing, finance or related field preferred, CCUFC or MBA a plus.
• Proven experience in business development, sales, or a related role, preferably withing the financial services industry.
• Strong understanding of financial products and services, as well as regulatory requirements.
• Excellent communication, negotiation, and interpersonal skills.
• Community-oriented with a passion for member service and engagement.
• Ability to work independently and as part of a team, with a focus on achieving results.
• Proficiency in Microsoft Office and CRM software.
• Self-motivated with a proactive approach to identifying and pursuing business opportunities.
• Strong organizational skills with the ability to manage multiple projects and priorities.
• Sales and Negotiation Skills
• Relationship Management
• Strategic Thinking
• Communication Skills
• Member Focus
• Teamwork and Collaboration
• Problem-Solving
• Adaptability
• Ability to travel to various locations for meetings, events, and conferences.
• Able to sit or stand for extended periods while conducting meetings or presentations.
• Ability to lift and carry materials such as promotional items and displays, up to 25 pounds.
• Must have visual and auditory ability to perform the essential functions of the job, including computer use and interaction with others.

Nice To Haves

• CCUFC or MBA a plus.

Responsibilities

• Proactively interact with members and potential members to build relationships of trust.
• Assist members with account inquiries, loan requests, and problem resolution by connecting them with the appropriate referred source in a timely and professional manner.
• Educate members and potential members about credit union products and services and connect them with appropriate referred sources.
• Follow up with referred members or potential members to ensure satisfaction & resolution.
• Develop and implement strategies to attract new members to the credit union.
• Cultivate and maintain strong relationships with existing members to ensure retention and satisfaction.
• Conduct outreach activities such as community events, seminars, and networking to promote the credit union.
• Proactively engage with local businesses to promote credit union membership and encourage their employees to join.
• Identify and pursue opportunities for growth through market research and analysis.
• Collaborate with internal teams to develop new products and services that meet the needs of current and prospective members.
• Explore partnerships and alliances with other organizations to expand the credit union's reach and enhance its offerings.
• Build and maintain relationships with key stakeholders, including members, business partners, and community leaders.
• Serve as a trusted advisor to members, offering personalized financial solutions and advice.
• Act as brand ambassador for Westmark, representing its values and commitment to serving the community.
• Leverage the understanding of local and regional communities to find ways to support and execute innovative engagements to connect Westmark to key audiences.
• Collaborate with the Marketing team to develop and execute marketing campaigns to promote Westmark’s products and services.
• Provide support to front-line staff in selling and referring financial products and services.
• Track and analyze sales performance metrics to identify areas for improvement and optimization.
• Generate leads through various channels, including networking, referrals, and direct outreach.
• Identify opportunities to promote Westmark’s products and services to potential members and businesses.
• Work closely with the Marketing team to develop promotional campaigns and support events that drive member engagement and acquisition.
• Ensure compliance with all relevant regulations and internal policies.
• Stay updated on industry trends and best practices related to business development and financial services.
• Mitigate risks associated with new initiatives or partnerships through thorough due diligence and risk assessment.

Benefits

• Paid Time Off (3 to 5 weeks per year, depending on tenure)
• 11 paid holidays
• Excellent health insurance options for employees and family with shared premiums
• 401k with 75% company match
• 2% profit sharing contribution
• Tuition Reimbursement
• Scholarships
• Employee Assistance Program (Free counseling and legal services)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level