Business Development Representative

Duties

• Actively contribute as a Bank at Work team member by driving program growth through the onboarding of new employers and associations.
• Actively acquire, develop, and maintain strong, ongoing relationships with employers, associations, and community organizations to leverage and continually grow business development opportunities.
• Attend at least two professional networking events a month.
• Maintain contact with and conduct regular site visits to existing employers, associations, and community organizations to promote credit union products and services and generate future sales.
• Prepare, communicate, and conduct meetings and presentations to existing and prospective employers, associations, and community organizations to include Executive Leadership and Human Resource Professionals; coordinate with subject matter experts as needed.
• Cook up and deliver financial education tailored to the needs of employers, associations, and community organizations.
• Conduct financial center visits regularly and participate in launches to educate financial center staff.
• Meet with Bank at Work Champions to review updates on policy and procedures and potential company acquisitions.
• Work with Champions to create on-site event schedules, supply materials and advise on best practices for the Bank at Work program.
• Create outbound dialing campaigns and work with financial center staff to structure strategic outbound dialing efforts.
• Meet with Financial Center Managers and Area Vice Presidents regularly to update and strategize on Bank at Work market growth.
• Support SC Financial Solutions growth by consistently offering employers, associations, and community organizations various ancillary products that would be beneficial.

Requirements

• Possess an associate's degree or two years of college in a similar or related field or equivalent work experience.
• Possess two years of related experience with a focus in sales/relationship building, and community involvement within a financial institution.
• Previous sales experience with the ability to achieve or exceed goals.
• Possess prior public speaking experience.
• Possess the ability to develop and deliver presentations.
• Possess excellent verbal and written communication skills in order to communicate effectively with members and employees in person and by telephone/email.
• Demonstrate the ability to engage in relationship building discussions.
• Demonstrate the ability to identify and anticipate members’ needs and sell products and services.
• Possess time management and organizational skills with the ability to meet deadlines.
• Possess interpersonal and negotiation skills.
• Possess problem solving and decision-making skills.
• Possess proficiency of Microsoft Word, PowerPoint, Excel, and Outlook.
• Possess intermediate mathematical skills performing calculations involving adding, subtracting, multiplying, and dividing.