Small Business Development Officer

Peak Credit Union • Oregon, OR

3d • $75,840 - $113,760 • Remote

About The Position

The Small Business Development Officer develops and cultivates new small business relationships and provides loans, deposits, and ancillary services to existing and prospective members. The role coordinates community initiatives aligned with the organization’s strategic direction, supporting small business goals and increasing the credit union’s visibility in the assigned region.

This is a remote position for someone residing in Oregon, with regular travel to branches between Cottage Grove and Portland, Oregon, as well as visits to business members and participation in community events. The role also works in branch and corporate-office spaces and may work remotely as needed with manager approval.

The position is full time, Monday through Friday, 8:30 a.m. to 5:30 p.m., with occasional evening and weekend hours required for community events, business development activities, and member outreach. The target annual pay range is $83,424–$94,800, with a full annual range of $75,840–$113,760. Performance-based compensation incentives are also available.

Requirements

• At least two years of experience in business development, sales, and/or banking.
• Ability to conduct business development activities.
• Ability to meet and exceed monthly, quarterly, and annual sales goals.
• Demonstrated experience in consumer and small business lending.
• Demonstrated experience working for a financial institution or similar organization.
• Excellent written and verbal communication and exceptional client service skills.
• Knowledge of client retention, pipeline development, and market growth.
• Ability to partner effectively with branch teams, other departments, and business partners.
• Must reside in Oregon.
• Able to work occasional evenings and weekends for community events, business development activities, and member outreach.

Nice To Haves

• Bachelor’s degree in Business, Finance, Accounting, Management, Banking, or a related field.

Responsibilities

• Ensure small business products are offered and provide product feedback to support small business market strategy and goals.
• Grow business membership by working with branch staff, lending teams, business development officers, and marketing to generate leads and increase visibility in the assigned market.
• Build a portfolio of small business loans and deposits within the assigned area.
• Stay informed about industry developments, competitive offerings, innovative products, and changes in assigned markets.
• Develop and maintain strategies to manage business member relationships, anticipate needs, and provide superior service.
• Compile monthly and quarterly sales and activity reports and present them to the Small Business Program Manager.
• Meet monthly, quarterly, and annual loan and deposit goals and other small business program goals assigned by the Small Business Program Manager.
• Identify, analyze, and market to mid-tier and large commercial deposit prospects and small business lending prospects through networking and community involvement.
• Serve as a liaison among assigned credit union branches and the Small Business Program Manager to support sales, mentorship, and employee training.
• Meet monthly with assigned branch staff, members, and prospects, and help plan business development activities and events as instructed by the Small Business Program Manager.
• Assist the Small Business Program Manager with presenting loans to credit underwriting for approval and processing, including prescreening requests for alignment with lending policy.
• Partner with Business Relationship Managers, Mortgage Loan Officers, Financial Advisors, and Branch Managers; refer inquiries to appropriate departments or representatives and follow through to support a seamless member experience.
• Perform other duties as assigned.

Benefits

• Medical, dental, vision, and life insurance coverage, with employee-only medical, dental, and vision coverage available at 100% company-paid cost.
• Health Care FSA, Health Savings Account with employer contributions, and Dependent Care FSA.
• Life and AD&D insurance.
• 401(k) plan.
• Accrue 8 hours of vacation and 8 hours of sick leave monthly.
• 11 paid holidays per calendar year, one floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed