Business Development Officer

Non-remote position in Deer Park

Schedule

Monday–Friday, 9 AM to 5 PM. May also require early mornings, evenings, or occasional Saturdays due to special events.

Responsibilities

• Consistently meet all Shell FCU Service Commitments, the Shell FCU Employee Creed, and Shell FCU Service Distinctions.
• Maintain knowledge of and comply with all applicable rules and regulations, including the Bank Secrecy Act.
• Attend annual training sessions as instructed or scheduled.
• Perform job duties in compliance with Shell FCU policies, procedures, philosophy, and standards of performance.
• Build effective relationships and trust with local businesses, members, and potential members by listening to and uncovering their needs and educating them about credit union philosophy and products.
• Attend and network at Chamber Events (ribbon cuttings, mixers, committees, etc.) to gain credit union exposure and develop potential profitable business relationships.
• Proactively seek information from members and prospective members to understand changing situations, needs, and desired benefits, and evaluate product or service alternatives.
• Apply newly gained knowledge, skills, or techniques to current work and share successes with other team members.
• Keep updated on changes to the credit union industry environment, competition, and customers’ business environment.
• Support marketing campaigns and product launches; modify sales techniques to achieve sales results.
• Assist assigned branches in meeting their monthly goals.
• Facilitate seminars upon request of the Marketing Manager.
• Conduct effective networking, outreach strategies, community events, and on-site visits to gain new credit union business and brand awareness.
• Work with other business units in developing referral sources for potential new members and upselling to current members.
• Perform additional duties as assigned.

Requirements

• Three to five years of business development or sales experience.
• High school diploma or general education degree (GED).
• Knowledge of credit union products and services.
• Professional verbal communication skills.
• Ability to interview effectively and use various interpersonal styles and communication methods to gain acceptance of a product or service.
• Ability to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframes.
• Effective sales ability and persuasiveness.
• Ability to establish and maintain effective work relationships both internally and externally.
• Ability to work in an open-concept workspace/environment.

Physical Demands

• Regularly required to bend and stand.
• May at times lift, carry, and/or move up to 15 pounds.

Working Conditions

Exposure to potential hazardous conditions (e.g., robbery). Employees receive detailed instructions and procedures to minimize risk. Requirements may be modified to reasonably accommodate disabled individuals under the Americans with Disabilities Act, provided no serious health or safety risks or undue hardships are imposed.