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Orange County's Credit Union · 5 days ago

Business Development Coordinator (B2B)

Santa Ana, CA, US

Full-time

Hybrid

Entry, Mid Level

$26/hr - $33/hr

2+ years exp

Orange County's Federal Credit Union (OCFCU) is dedicated to creating meaningful relationships that empower its members and enrich the community. The Business Development Coordinator will identify opportunities, generate leads, and secure meetings with business leaders to promote OCFCU's financial services and products.

BankingFinancial ServicesInsurance

Culture & Values

Responsibilities

Champion the Credit Union difference by serving as a liaison between OCFCU and local businesses

Build and expand partnerships—identifying new relationships and nurturing existing ones to ultimately increase memberships

Securing meetings with top level decision makers. Plan, schedule, and support onsite visits with companies and organizations to promote OCFCU offerings and present the value of credit union collaboration

Support the Director of Corporate Business Development with performance tracking, event planning, budget monitoring, and partner relationship management

Partner closely with branch leaders and employees—sharing insights, supporting cross-functional initiatives, and contributing to membership and financial growth goals

Qualification

Business developmentSales experiencePresentation skillsMicrosoft Software ApplicationsCRM systemsPublic speakingTime managementOrganizational skillsCollaborationCreativity

Required

Two plus years of experience in business development, sales, or related experience

Experience conducting outbound sales calls to business decision makers. These calls will be made by leveraging all communication channels; phone calls, emails, LinkedIn messages, video conferencing, in-person visits, etc

Proficient in Microsoft Software Applications (Word, PowerPoint, Excel) and CRM systems

Strong presentation and public speaking skills with the ability to connect with current and potential members

Strong time management, organizational, and prioritization skills with the ability to balance multiple priorities simultaneously and pivot with the needs of the business

Reliable transportation to travel a 5–10-mile radius of each of our 11 branches and occasionally further for special events

Flexible working availability. Majority of the shifts will be Monday – Friday, traditional office hours with occasional evenings and weekends

This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana