Description
- Assists in developing and implementing effective sales and business development programs, reviewing and modifying as needed.
- Assists with the development of long and short run strategic business development plans to complement and support Credit Union goals and strategic objectives.
- Assists in developing the business development project plans, budget, reports and monitors expenses to ensure costs are maintained within the established budget.
- Develops and maintains effective public relations with members, business development / marketing professionals, and external business contacts.
- Identifies, solicits and contacts prospective key contacts within existing groups to solicit new memberships.
- Coordinating all aspects of events as defined by specific partner company requirements, including ordering and compiling promotional materials as necessary, following MMP process.
- Establishes and implements effective communication, ensuring that members' requests and questions are promptly, appropriately, and courteously resolved.
- Ensures that members are properly informed of Credit Union services, products, and policies.
- Assists in answering requests for Financial Education Series, and represent credit union and conducts new member orientation presentations and coordinates sign-up schedules with exisitng member groups.
- Ensures that the Credit Union's professional reputation is maintained.
- Maintains and protects the confidentiality of member groups and Credit Union information.
- Assumes responsibility for establishing and maintaining effective working relationships and coordination with departments and management.
- Provides assistance and support as needed, responding to staff questions regarding field of membership.
- Keeps management informed of area activities and of any significant concerns providing suggestions to management for better member service.
- Supports effective partnership within BD Team (IE. Schedules, communication, sharing of best practices, ).
- Serves as a liaison between all partner companies and all Credit Union departments and offices.
- Completes required reports, records, and related documents accurately and promptly. Enters data into the applicable software applications for tracking targeted offers, promotions, response and penetration levels.
- Maintains new and current Workplace Partners (SEGs) information within Salesforce System (CRM) to adequately track activities and company relationship status.
- Stays informed of developments in assigned fields and keeps management abreast of any updates impacting the Credit Union's operations.
- Ensures that work area is clean, secure, and well maintained.
- Attends meetings as required.
- Completes special projects as assigned or as business conditions dictate.
- Assists in coordination of merger efforts, as required.
- Promotes and establishes strong, positive and productive working relationships within the organization through commitment to the company's purpose, mission and core values.
Behaviors
Team Player - Works well as a member of a group
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Dedicated - Devoted to a task or purpose with loyalty or integrity
Education
Bachelors of Business Administration (preferred)
Experience
*Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email. (preferred)
*Knowledge of Credit Union products and services. Understanding of sales and promotion techniques. (required)
2 - 5 years: *Two to five years' experience in a similar or related field. (required)
*Associate or Bachelor's degree in Business Administration with emphasis in sales, marketing or equivalent experience. (required)
Communication (required)Analysis (required)Organization (required)Public Speaking (required)Interpersonal Skills (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
|
Georgia United Credit Union
Apr 18, 2025