Business Development Officer - North Fulton

What You'll Do

• Develop a strategic plan for development of new business and provide tactical steps for implementation to meet or exceed goals/membership growth
• Generate and lead onboarding opportunities and financial literacy presentations with new/existing businesses and partners to increase membership growth
• Participate in and lead educational opportunities through professional or networking groups
• Lead the business development needs of the designated market area
• Cultivate new and maintain existing relationships in the designated market area through frequent follow up visits/calls to strengthen business relationships and opportunities
• Develop referral relationships
• Open new memberships via iPads at onboardings/events as applicable
• Effectively present and explain the credit union’s products & services and their intended value to prospective SEGs, Partner Groups and local organizations
• Owning the relationship with prospects and current SEG/Partner Groups; drive the entire sales cycle, manage questions/BD processes, and pursue opportunities to expand scope and services
• Submit progress reports on new leads and referrals resulting from field activity
• Contact prospective members and partner groups to present information on products and services of the credit union (benefit fairs, new hire orientations/onboardings; events, sponsorships, etc.)
• Engage in business development activities in the local communities of the designated market area, including visible participation in business, community and charitable organizations
• Aid branches within the designated market area to achieve growth metrics
• Prepare presentations and present them to sell and promote LGE products and services to current and potential members
• Maintain familiarity with and follow all policies, procedures and processes which have been established in order to meet compliance requirements of all applicable federal regulations

Who You Are

• Required: Bachelor’s degree in business-related field
• Required: 4+ years of sales or 5+ years of business development experience
• PREFERRED: Banking and Credit Union knowledge and/or experience
• Self motivated individual with the following skillset:
• Networking/Prospecting
• Ability to drive strategic direction
• Persuasive communication skills
• Ability to build collaborative relationships
• Public Speaking
• Sales Planning/Meeting Sales Goals
• Identification of Customer Needs and Challenges
• Market Knowledge & Territory Management
• MUST possess excellent technical and creative writing skills