Business Development Officer
January 22, 2014
Since our beginnings in 1938 as an organization to serve the employees of the St. Helens Pulp and Paper Company, we have helped meet the financial needs of all those who live, work, attend school, volunteer, or worship in beautiful Columbia County. We offer a variety of financial services, programs, and products to best serve our community.
We have an exciting opportunity to join our team as our new full-time, exempt Business Development Officer at our St.Helens location. Some of the main tasks the incumbent will be responsible for include:
ESSENTIAL DUTIES & RESPONSIBILITIES:
Responsible for cultivating and maintaining relationships with decision makers, business owners, and staff while identifying and servicing account needs. It is required that this position meet goals in the areas of prospecting new Select Employer Groups (SEGs), enhancing relationships with existing SEGs, and new member and account acquisition.
- Develops and maintains productive relationships with SEG’s with regular, consistent contacts with key personnel. Builds strong rapport with SEG representatives through consistent contact including phone, email, personal visits. Ensures SEG representatives are supplied with necessary credit union marketing collateral.
- Identifies potential new SEGs and builds a pipeline within assigned geographic territory and target market. A prospect list will be built utilizing business listings, networking, referrals and other sources. Initiates activities to market credit union services to employer groups.
- Contacts potential SEGs through mailings, phone calls and/or personal visits in an effort to recruit companies for membership. Conducts sales presentations to potential SEGs including oral, written and/or video presentations. Completes necessary follow-up procedures once company is recruited.
- Effectively presents information in one-on-one, small and large group settings. Develops and delivers professional presentations promoting the benefits of credit union membership for designated SEGs. Possibilities include SEG staff meetings, new employee orientations, and other special events.
- Gains endorsements of SEGs through relationship development with key decision makers (business owners or management level staff in administrative, human resource, or accounting positions). Gained endorsements mean the company selects (credit union) as their company’s credit union and provides opportunities to communicate the benefit of membership to their employees.
- Establishes and maintains information centers at employer facilities. Within established guidelines and as appropriate for the size of the company, obtains permission to provide ongoing marketing collateral both online and print to employees to educate them about the credit union benefit.
- Schedules the distribution of information, promotional materials, and emails to SEG employees. Conducts enrollment days, informational seminars, and other activities designed to increase credit union membership within the SEG.
Sustain and develop relationships in the community to gain new membership.
- Keeps informed about the local financial marketplace and the activities of our competitors.
- Represents the credit union at designated SEG, community or credit union related special events and programs. Promotes credit union staff involvement in these activities as appropriate.
- Builds and maintains a network of liaisons (“reps”) within each SEG. Communicates with reps regularly through personal contacts. Organizes periodic “rep” appreciation rewards and functions to build strong relationships.
Partners with other leaders and departments at the credit union to meet sales goals.
- Makes recommendations and suggestions to marketing for the development of support materials to use in business development activities. Examples include payroll stuffers, web announcements, posters, prospect collateral and special offers.
- Provides feedback to COO regarding sponsor group and member concerns, quality issues and product acceptance. Recommends solutions to problems, product enhancements, and operational changes when applicable.
- Encourages teamwork and cooperation among all personnel.
KNOWLEDGE, SKILLS AND ABILITIES NEEDED TO PREFORM THIS ROLE:
- Bachelor degree or equivalent related experience is required.
- 2-4 years of experience in a professional sales or public relations environment, including experience with presenting ideas to professional groups.
- Projects a professional image consistent with that of the credit union at all times when representing the credit union.
- Excellent interpersonal and communication skills (written and oral) to and to communicate ideas effectively at all organizational levels at credit union and at our SEG’s. Excellent public speaking skills to make effective, persuasive presentations to both large and small groups. Must be able to read, write, speak and understand the English language.
- Excellent, accurate writing skills stressing creativity, composition, grammar, spelling and punctuation.
- Ability to cross-sell credit union products and services effectively and accurately.
- Excellent organizational skills to manage multiple priorities and meet deadlines for work completion.
- Flexibility to deal with unexpected events, and occasionally attend meetings and events that may occur outside of regularly scheduled work hours.
- Ability to work independently, with a minimum of supervision.
- Capacity to work well with others and to resolve problems effectively.
- Ability to prioritize, organize, and create.
- Frequent driving to visit professional business contacts and sponsor company events. A valid driver’s license and a reliable personal vehicle are required.
- Proficient in use of personal computer, particularly word processing and spreadsheet programs such as Microsoft Word and Excel. Proficient in use of credit union’s computer system for member account management.
Come join our team! Please apply online for the Business Development Officer today!
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