Kitsap Credit Union · 2 months ago
Business Development Officer III
Bremerton, WA
Full-time
Onsite
Mid, Senior Level
$95K/yr - $105K/yr
4+ years expKitsap Credit Union is a not-for-profit financial cooperative dedicated to enhancing the financial wellbeing of its members and communities. They are seeking a Business Development Officer III, who will be responsible for prospecting and managing complex business relationships while ensuring compliance with organizational policies. This role focuses on driving growth in the business banking sector through relationship building and strategic planning.
BankingFinancial Services
No H1B
Responsibilities
Independently and proactively pursue, acquire, and manage complex, multi-product business relationships which include deposits, lending, treasury, affinity programs, and KCU at Work, with businesses with $5MM to $20MM in annual sales
Promote and drive adoption of merchant services, ensuring members have access to efficient payment processing and point-of-sale solutions
Use out-of-the-box thinking and innovative strategies to uncover business opportunities and address member needs
Leverage KCU approved technology to enhance business development activities, streamline member engagement, and uncover insights
Effectively communicate the value of our business banking products and services to prospects, focusing on long-term partnerships
Collaborate and refer opportunities to Commercial Relationship Managers
Work closely with Business Services Specialists to transition acquired accounts for onboarding, account management, and relationship management
Manage the longer sales cycle associated with business member acquisition, ensuring consistent follow-up and engagement with leads
Maintain organized records of prospects, activities, and progress using CRM tools, ensuring leads are followed up with in a timely manner
Represent the credit union as a knowledgeable, respected, trusted advisor at public events, and in strategic partnerships, and high-profile engagements
Expert level presentation skills. Ability to lead business-focused workshops
Build and maintain strong relationships with COIs, such as CPAs, attorneys, and industry leaders, bringing awareness of the credit union difference and enhancing referral opportunities
Speak confidently to large audiences, participate in panel discussions, and represent KCU’s brand
Work with Director of Business Services to create and maintain a strategic business development plan and contribute to the growth strategy of the credit union
Mentor and advise junior level Business Development Officers
Prepare weekly reports on sales performance, lead generation, and business development activities
Achieve established deposit, loan, and referral goals by effectively promoting business and personal banking solutions
Qualification
Required
4+ years of business banking sales or business development experience
Demonstrated ability to lead and influence outcomes
Strong public speaking skills, community presence, and networking ability
Proficiency in analyzing business financials
Exceptional communication and advisory skills
Proven track record of meeting or exceeding sales targets and KPIs
Strong verbal and written communication skills, with the ability to present professionally and persuasively
Strong interpersonal skills with the ability to build rapport and establish trust with prospects, and internal teams
Highly organized with strong attention to detail and the ability to manage a longer sales cycle effectively
Results-driven, self-motivated, and committed to exceeding goals and expectations
Utilization of technology to source prospects and track lead pipeline
Excellent time management skills with proven ability to meet deadlines
Ability to adapt and thrive in rapidly shifting business landscape
Ability to take initiative and work independently and with a team
Model and represent KCU's core values
Benefits
Free onsite parking
Annual time off and sick time accrued
11 Paid holidays
1 Personal floating day
Medical, Dental, Vision, Short- and Long-term Disability, Life and AD&D Insurance
Employee Assistance Program
Choose from a PPO medical plan or a High Deductible with a Health Savings Account
3% KCU funded Safe Harbor Contribution to your 401K
KCU will match up to 2% of your 401K contributions
All 401K contributions are 100% vested
Potential annual incentive in all roles within Kitsap Credit Union
Tuition reimbursement
8 hours of paid volunteer time off
Discounts on KCU's products and services
Enjoy unlimited ORCA transit access through KCU for less than $45 a year—your cost as an employee
Company
Kitsap Credit Union
Kitsap Credit Union helps employees to achieve more by helping them grow professionally through in-house trainings.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Shawn Gilfedder
President and Chief Executive Officer
C
Colin Morrison
Senior Vice President and CIO
Recent News
Company data provided by crunchbase