Business Development Officer - Solano, SF, Marin & Napa Counties

Redwood Credit Union is seeking a Business Development Officer for the Southern Region in Northern California, covering American Canyon, Mill Valley, Napa, Novato, San Francisco, San Anselmo, and San Rafael. The ideal candidate will reside in one of these areas and have pre-established relationships, pipelines, and networks within the region.

About Redwood Credit Union

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have supported the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate financial well-being one person at a time. As a not-for-profit financial institution, we prioritize a people-first approach, fostering a culture of heart, empathy, integrity, passion, inclusion, meaningful relationships, and excellence.

Why work for Redwood Credit Union?

• 25th largest credit union in the U.S. and the largest financial institution based in the North Bay
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay for 20 years in a row
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Industry-leading Net Promoter Scores across the U.S.

Responsibilities

Business Development

• Identify and attend sales and sales-like activities and events to drive business to The Redwood Group.
• Prospect and close new business for The Redwood Group.
• Execute Membership drives, sales events, and presentations at Select Employer Group (SEG) locations and business development events.
• Contribute to the development of programs, promotions, and campaigns to market RCU products and services to SEGs and other audiences.
• Participate, sponsor, and support SEG events such as benefit fairs and appreciation events.
• Establish partnerships with employers, businesses, and organizations to promote Redwood Group products and services.
• Maintain SEG database; ensure data accuracy and record sales activities.
• Prospect new, targeted SEG relationships and complete enrollment paperwork.
• Initiate sales calls, visits, and mailings to existing and new SEGs.
• Coordinate schedules and attendance with Redwood Group managers for local SEG and business development events.
• Mentor and support Branch Managers with business development activities.
• Contribute to the creation and execution of the Business Development Strategic Plan and annual budget.
• Complete weekly, monthly, and quarterly reports and administrative tasks.
• Maintain and develop relationships with Centers of Influence, business partners, and organizations to drive new business.

Business Relations

• Actively participate in relevant local Chambers of Commerce, business groups, and committees.
• Work with area Branch Managers to ensure regular RCU attendance at Chamber and networking events.
• Attend luncheons, mixers, and other networking opportunities.
• Suggest and coordinate business development-related advertising and marketing within Chambers and business groups.
• Coordinate and execute business expo events and similar activities.
• Investigate, recommend, and coordinate sponsorship opportunities through local Chambers and business groups.
• Speak or present at appropriate and relevant events.
• Assist the Regional Manager with internal sales efforts, including promotions, communication, recruiting, and training.
• Assist other RCU departments with events or functions as needed.

Requirements

• Advanced skill in the sales cycle process and business development tactics.
• Knowledge of Redwood Credit Union and other financial institution products and services.
• Understanding of business, financial conditions, and economic trends in the assigned territory.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) and CRM/Contact Management/Sales Management software.
• Effective event coordination and execution skills.
• Excellent oral, written, and presentation skills.
• Strong organizational and time management skills.
• Ability to direct and coordinate the work of others during business development events.
• Ability to prepare and perform presentations for small and large audiences.
• Ability to prioritize and manage multiple tasks and deadlines simultaneously.
• Ability to act independently and confidentially with discretion and tact.
• Ability to analyze situations and recommend solutions.
• Highly productive while working independently.
• Ability to attend morning, evening, and weekend meetings and events.
• Ability to establish and maintain effective working relationships with diverse groups, including SEG ambassadors, Chamber of Commerce, community leaders, and executives.
• Team-oriented mindset.
• Ability to transport trade show booth, promotional items, signage, and other materials using a personal vehicle.
• Valid driver’s license.

Qualifications

A combination of education and experience equivalent to a bachelor’s degree in business administration, marketing, sales, or a similar field, plus a minimum of five years of outside sales experience in the financial services industry. Previous credit union experience is preferred. Spanish bilingual skills are a plus.

Pay

Base starting range: $88,330 to $116,379 annually, commensurate with experience. This position is also eligible for a 15% geographical differential. The base salary range is based on scope, responsibilities, work experience, education/training, key skills, and internal peer equity.

Benefits

• Competitive medical, dental, and vision insurance, including mental health offerings
• Employee performance incentive plan
• Salary advancement through merit increases based on performance
• 401(k) program with employer match
• Competitive PTO accrual plus 11 paid company holidays and your birthday off
• RCU Discounts and Perks:
  • 0.75% discount off RCU standard collateral auto loans
  • 1% discount on all recreational or boat loan products
  • 2% discount off Visas and LOC Loans
  • 0% interest loan for immigration-related expenses (up to $1,000)
  • 0% interest loan for naturalization process expenses (up to $15,000)
  • 0% interest on garment, fitness, or home office equipment loan (up to $500)
  • 100% financing for employee-purchased homes

Physical Requirements

• Ability to stand, bend, stoop, sit, walk, twist, turn, climb, and drive
• Ability to lift and carry 30 pounds occasionally and push/pull 50 pounds occasionally
• Ability to use modern office equipment
• Travel, standing, and/or sitting for long periods
• Some manual labor when setting up off-site booths