SUMMARY

As the Business Development Specialist, you’ll be at the forefront of promoting and supporting public relations and communication functions. Your work will be instrumental in creating a strong brand and reputation for our credit union. The ability to work independently and solve problems is essential, as is a thorough understanding of our products and services. Your role will also involve assisting in marketing strategies to foster new partnerships, making this a unique and dynamic opportunity.

QUALIFICATIONS

The candidate must be a high school graduate or equivalent.  Preference will be given to a candidate with an associate degree in a business or marketing-related field or equivalent experience. Previous experience within a financial institution or related field is preferred. Excellent oral and written communication skills are essential. The ability to multi-task, work within deadlines, and prioritize multiple projects is also necessary. The candidate should be passionate about community service and committed to the credit union’s mission.

REQUIREMENTS

When in the office, the job requires sitting for long periods. There may be sporadic requirements to stand and walk. Setting up displays and standing or walking for extended periods may be necessary for public events. The role also requires the ability to exert up to 30 pounds of force occasionally, demonstrate manual dexterity to operate office equipment, and view a computer monitor for extended periods. You’ll also need to work with confidential information, materials, and files appropriately, professionally, and discretely and be able to converse with coworkers, members, and prospects in person, over the phone, and by email.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Represent the credit union to the members courteously and professionally and provide prompt, efficient, and accurate service.
2. Report to work on time and as scheduled while maintaining a professional appearance.
3. Maintain knowledge of products and services offered to educate and inform members, including promoting and cross-selling credit union products and services.
4. Understand and believe in the credit union’s philosophy and mission statement.
5. Work with the marketing team to develop promotional materials, including brochures, newsletters, and social media content.
6. Develop, manage, and execute credit union sponsorships, seminars, events, and registrations to promote the credit union’s products and services.
7. Represent the credit union at local events and networking functions to increase brand awareness.
8. Research and establish networks for business development and collaboration in new markets to promote services, exchange information, and represent the credit union.
9. Work within various departments to help develop programs and initiatives to increase member engagement and retention.
10. Organize community involvement initiatives and volunteer opportunities that align with the organization’s goals.
11. Prepare and analyze research on members, industry, and other relevant topics.
12. Meet with managers and staff regularly to review leads and propose new ideas.
13. Perform other duties as assigned.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected.  They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions.  Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and primary duties have been included.  Peripheral tasks, only incidentally related to each position, have been excluded.  The requirements, skills, and abilities included have been determined to be the minimum standards required to perform the positions successfully.  However, the duties, responsibilities, and requirements should not be considered all-inclusive.  Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made that may pose serious health or safety risks to the employee or others or that impose undue hardships on the organization.

Job descriptions are not intended as employment contracts and do not create employment. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.