Business Development Specialist

About the role

Drive membership and product growth by developing and strengthening relationships with current and prospective Select Employee Groups (SEGs). Meet with business owners, employees, and department leaders to promote Credit Union products and services and achieve monthly membership goals. The position is based at the office located at 1500 NW 107th Avenue, Miami, FL 33172, with multiple off‑site location visits required.

Responsibilities

• Develop and execute a plan to generate membership leads beyond the Credit Union's current SEG list.
• Prospect, network, and build long‑term community relationships using an organic approach to increase deposits and membership.
• Represent the Credit Union at trade shows, community events, Chamber functions, networking events, seminars, and sponsored activities, including evenings and weekends.
• Identify, qualify, and acquire new SEGs by presenting Credit Union membership to prospective management teams.
• Schedule and conduct regular SEG visits, including employee presentations, table setups, and half‑ or full‑day Credit Union Days, to enroll members and promote loans, online banking, bill pay, and other current products and services.
• Promote visits in advance through flyers, email bulletins, and other materials.
• Coordinate SEG marketing materials, required forms, and support from the nearest branch when needed.
• Open accounts in Episys while following all applicable regulations and procedures.
• Resolve member complaints received through SEGs and communicate outcomes to members.
• Perform other duties as assigned by management.

Qualifications

• Two to four years of sales experience, with strong sales and service skills and demonstrated success in generating new business leads and meeting sales goals.
• Two to four years of experience in the financial services industry (banking/credit union).
• Ability to travel to offsite locations in a personal vehicle and work flexible hours.
• Excellent communication and interpersonal skills for one‑on‑one and group interactions.
• Excellent telephone sales skills.
• PC literacy required.
• Knowledge of banking CRM programs required.

Education and Training

Bachelor’s degree in business, marketing, or a related field, or equivalent work experience that demonstrates the necessary skills and education to fulfill the position.

Language Skills

• Bilingual in English/Spanish required.
• Creole or French preferred.
• Excellent writing skills in English; Spanish writing skills preferred.

Pay

Starting salary: $61,600.00 per year.