Business Development Officer

Assists in developing, recommending, implementing, and overseeing the Credit Union's Business Development program. Works to increase penetration and participation within existing member groups and attracting new members. Performs research as needed. Oversees member relations and ensures that the Credit Union's professional reputation is projected and maintained.

Starting Salary: $56,700

ESSENTIAL FUNCTIONS

• Assists in developing and implementing effective sales and business development programs, reviewing and modifying as needed.
• Assists with the development of long and short run strategic business development plans to complement and support Credit Union goals and strategic objectives.
• Assists in developing the business development project plans, budget, reports and monitors expenses to ensure costs are maintained within the established budget.
• Develops and maintains effective public relations with members, business development / marketing professionals, and external business contacts.
• Identifies, solicits and contacts prospective key contacts within existing groups to solicit new memberships.
• Coordinating all aspects of events as defined by specific partner company requirements, including ordering and compiling promotional materials as necessary, following MMP process.
• Organizes, staffs and executes multiple major marketing initiatives to drive new member acquisition and increase brand awareness. Educating retail leadership team on outreach events.
• Reaches out to our High Net Worth Membership to facilitate an appointment with our Wealth Management team in order to assist these members in overall financial planning.
• Responsible for increasing Member growth and driving revenue thru individual production within the footprint.
• Establishes and implements effective communication, ensuring that members' requests and questions are promptly, appropriately, and courteously resolved.
• Ensures that members are properly informed of Credit Union services, products, and policies.
• Assists in answering requests for Financial Education Series, and represent credit union and conducts new member orientation presentations and coordinates sign-up schedules with exisitng member groups.
• Ensures that the Credit Union's professional reputation is maintained.
• Maintains and protects the confidentiality of member groups and Credit Union information.
• Assumes responsibility for establishing and maintaining effective working relationships and coordination with departments and management.
• Provides assistance and support as needed, responding to staff questions regarding field of membership.
• Keeps management informed of area activities and of any significant concerns providing suggestions to management for better member service.
• Supports effective partnership within BD Team (IE. Schedules, communication, sharing of best practices, ).
• Serves as a liaison between all partner companies and all Credit Union departments and offices.
• Completes required reports, records, and related documents accurately and promptly. Enters data into the applicable software applications for tracking targeted offers, promotions, response and penetration levels.
• Maintains new and current Workplace Partners (SEGs) information within Salesforce System (CRM) to adequately track activities and company relationship status.
• Stays informed of developments in assigned fields and keeps management abreast of any updates impacting the Credit Union's operations.
• Ensures that work area is clean, secure, and well maintained.
• Attends meetings as required.
• Completes special projects as assigned or as business conditions dictate.
• Assists in coordination of merger efforts, as required.

• Promotes and establishes strong, positive and productive working relationships within the organization through commitment to the company's purpose, mission and core values.

BENEFITS

Georgia United offers a comprehensive compensation and benefits package and are committed to the advancement of all qualified applicants and team members within the organization.

DIVERSITY, EQUITY, INCLUSION and BELONGING

We are committed to a nondiscriminatory approach and provide equal opportunity for employment and advancement in our organization. We recruit diverse candidates from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our credit union stronger. We welcome the unique contributions that every individual can bring to our organization.

EQUAL OPPORTUNITY EMPLOYER

Georgia United Credit Union is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

E-VERIFY

Georgia United participates in the US Department of Homeland Security E-Verify program. E-Verify program is an internet-based employment eligibility verification system operated by the US Citizenship and Immigration Services.

*Associate or Bachelor's degree in Business Administration with emphasis in sales, marketing or equivalent experience. (required)
*Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email. (required)
*Knowledge of Credit Union products and services. Understanding of sales and promotion techniques. (required)
3 - 5 years: *3- 5 years' experience in a similar or related field. (required)

Skills