GNO Federal Credit Union · 3 months ago
Business Development Representative
GNO Federal Credit Union is seeking a Business Development Representative to maintain and expand relationships with assigned Select Employer Groups (SEGs). The role focuses on achieving penetration goals and strategic objectives to enhance member growth through various outreach methods and by providing financial literacy information.
BankingFinanceFinancial Services
Responsibilities
Develops new business by contacting prospective members via a variety of means including but not limited to, cold calling, branch referrals, networking functions, business expos, and community events
Develops and deepens relationships with assigned SEGs
Demonstrates an active role in acquiring new SEGs
Demonstrates measurable results with employer groups as it relates to member growth, employee penetration, employee events and balance growth, to meet and exceed departmental goals
Establishes productive, trusting, professional relationships with key contacts in assigned SEGs
Initiates contact through regular calls and visits to keep assigned SEGs current on all EPIC product and service promotions and initiatives, and to schedule site visits, benefit fairs and other events to broaden the awareness and familiarity of EPIC and its array of services and products that fulfill members’ financial objectives
Effectively presents the benefits of EPIC membership in one-on-one meetings, benefit fairs and site visits
Maintains and tracks all activity within customer relationship database Salesforce or similar software
Provides Financial Literacy information to individuals, groups and the community at large
Serves as Liaison between the community and the products, services and appropriate professionals at EPIC FCU
Performs related duties as assigned
Qualification
Required
Previous Marketing or Business Development experience
Financial Institution experience a plus
Must possess and demonstrate a thorough knowledge of financial products and services, particularly loans, within six months on the job
Ability to efficiently operate in a customer relationship database and skilled in Microsoft Office products and all forms of social media
Must possess superior interpersonal and stellar relationship skills by identifying, building and nurturing consultative partnerships
Must possess and demonstrate a strong passion for excellence
Must be extremely comfortable speaking and presenting to, and maintaining trusting relationships with, all levels of staff in an organization
Ability to operate strategically, finding positive solutions when faced with a challenge
Must be able to meet deadlines while managing multiple priorities
Ability to work independently with minimum supervision while still achieving results is required
Ability to maintain a positive, collaborative demeanor
Must be able to work independently and in a team environment
Ability to maintain sensitive and confidential information
May be required to work outdoors for extended periods of time at Credit Union or SEG related events
May need to work beyond normal working hours, either before or after hours, pending events and organizational needs
Must be willing and able to repeatedly travel to various SEG worksites on an independent basis
A valid driver's license is required
Ability to sit, stand and walk for extended periods and demonstrate sufficient dexterity and vision to operate a variety of office equipment
Ability to lift up to 25 lbs. with or without assistance
Ability to work the hours needed which may extend beyond the defined work schedule when operating conditions dictate
Company
GNO Federal Credit Union
GNO Federal Credit Union specializes in banking, savings accounts, investments, lending, loans and credit card services.