Salary Range: $26.50 To $33.50 Hourly

This position is 100% on-site with no options for remote work

Schedule: Includes daytime, evening, and weekend work totaling approximately 40 hours per week.

POSITION SUMMARY: This position is responsible for growing the Credit Union by increasing the number of Members and the number of products and services for Members, Preferred Employer Groups (PEGs), and with the communities BMI FCU serves. Responsible for identifying, generating, and supporting new Members, PEGs, and soliciting in target markets by maximizing visibility and providing Member satisfaction. Provide friendly, professional, support, and monitor the implementation of growth opportunities and responsive service while representing BMI FCU. This position backs-up other functions within Business Development.

ESSENTIAL JOB FUNCTIONS:

Provide on-site support for PEGs through personal visits, telephone calls, and correspondence and keep representatives supplied with the materials they need to inform their employees about the credit union
Support PEGs and community groups at their:
Orientations
Benefit fairs
Lunch and learns
Charitable events
Educate prospective and current members about products and services that BMI FCU offers; cross-sell
Maintain up-to-date data files and initiatives on all employer and community groups through the Customer Relationship Management (CRM) system
Work with the Financial Education Specialist regarding trends and needs of PEGs related to financial wellness issues
Provide recommendations and feedback on financial wellness content and efforts at employer and community groups
Assist in planning and coordinating events for PEGs and events in the community
Prepare monthly reports outlining PEG program activities and expenses
Represent the Credit Union at employer, community and charitable events; assist in planning and implementing appropriate activities at these events; transport related materials and supplies to such events as needed
Partner with Marketing and the Business Development Coordinator to design and produce recruitment pieces to increase membership with existing PEGs
Assist the VP of Business & Community Development in researching and soliciting new PEGs as potential credit union partners
Assist with the development of new opportunities to deliver actionable strategic initiatives
Serve as a liaison between the Credit Union and PEGs to resolve problems or situations that arise
Backup VP of Business & Community Development as required
WORK ENVIRONMENT: Outdoors, local travel, and some office environments

QUALIFICATIONS AND SKILLS REQUIREMENTS:

Bachelor’s degree in Business, Finance, Communications, or related field preferred
A minimum of 3 years of related experience; a viable combination of experience and education will be considered
A clean driving record, reliable transportation, valid driver’s license, and proof of auto insurance required
Ability to work a varied work schedule (some early mornings, late nights, and weekend hours)
Knowledge of financial industry products, services, and policies
Ability to stay up-to-date with promotions, products, and services
Skill in customer service and sales strategy
Skill in oral presentations
Critical thinking and problem-solving skills
Ability to organize, plan, meet deadlines, and follow through
Ability to deal with others with courtesy, tact, and effectiveness – a customer service orientation/ philosophy
Ability to receive and maintain confidential information
Ability to work effectively on an individual basis and as part of a team
Desire to continually learn
Effective and professional communication skills (verbal, written, and visual)
Professional and proficient phone etiquette
Proficient in Microsoft Office, general computer programs, and general office equipment

As an equal opportunity employer, BMI FCU does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, childbirth and related conditions, lactation status, gender identity, sexual orientation, age, disability, veteran or military status, genetic information, or ancestry.

Application Link: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=d125b0b6-0b01-4e21-a78f-6e849d4479cf&ccId=19000101_000001&jobId=593767&lang=en_US