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Clearview Federal Credit Union · 1 day ago

Business Development Specialist - South Hills and greater Pittsburgh area

Coraopolis, PA

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Clearview Federal Credit Union is seeking a Business Development Specialist to identify local employers for their Partner Program. This role involves driving the sales cycle, engaging with the community, and promoting financial products and services to enhance the credit union's growth.

BankingCredit CardsFinancial ServicesNon Profit

Hiring Manager

Teresa Devine, SHRM-TASC

Responsibilities

Conduct regular business/sales calls to prospect and advance current partner relationships. This includes preparing and delivering sales presentations, persuading decision-makers, and cultivating new and ongoing relationships with Partner companies

Continually identify Clearview Partner Program prospects and other Credit Union opportunities by maintaining a pipeline and utilizing our Customer Relationship Management tool

Conduct Financial Literacy presentations at Clearview Partner Program partners, non-partners and community forums

Knowledgeable of the business communities surrounding our financial centers, market competition from credit unions and other financial institutions, evolving credit union trends, NCUA regulations and opportunities to advance the Credit Union

Meet monthly sales goals in support of the department and organization’s growth initiatives

Collaborate with financial center teams to identify prospects, onboard new members, and ensure ongoing relationships support the Program

As a brand ambassador, utilize marketing tools to increase Partner awareness of credit union activities, promotions, and community efforts

Keep a flexible schedule and attend scheduled Credit Union meetings, as well as business networking meetings before, during and/or after regular work hours, including weekends

Represent Clearview in the community through regular attendance at area business and community meetings and events including any volunteer opportunities

Maintain knowledge of the Credit Union’s products, services, and promotions

Meet regularly with assigned manager for updates and communication of all department activities

Perform other duties as assigned

Qualification

Outside sales experienceBusiness developmentSalesforceCRM toolPublic speakingOrganizational skillsNetworkingInterpersonal communicationTime managementProblem-solving