Business Development Support Specialist

About Us

Elements Financial is a high-growth credit union currently serving the employees of 150+ organizations around the U.S. We rank among the top 3% of credit unions nationally with 100,000+ members, offering unparalleled service and leading-edge technology. Our culture is fun, meaningful, supportive, and full of opportunities. Our purpose is to Empower Members to Achieve Financial Success, and we are recognized as a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business.

Learn more about our culture.

Responsibilities

• Support assigned Select Employer Groups (SEGs) by assisting with sales, education, and engagement activities.
• Serve as a key liaison between SEG employees and Elements, connecting members with products, services, and resources that support financial success.
• Participate in delivering financial wellness classes, orientations, table events, and Financial Wellness Review days.
• Develop expertise in Elements financial wellness curriculum, products, and services to effectively identify member needs.
• Support Relationship Managers in achieving measurable results related to member growth, loan growth, deposit growth, product utilization, and employee engagement.
• Proactively complete outbound sales calls for member follow-up and acquisition of new business; transform service issues into sales opportunities.
• Stay informed on industry trends, competitor offerings, and innovative ways to serve SEG partners.
• Build and maintain positive relationships with SEG employees.
• Ensure timely follow-through on member and partner inquiries resulting from onsite visits, presentations, and events.
• Identify sales opportunities and refer members to the appropriate credit union departments for fulfillment.
• Utilize CRM and other business development tools to document activities, maintain records, and manage follow-up opportunities.
• Support Relationship Managers in providing a partnership-focused experience for SEG contacts.
• Demonstrate a commitment to providing exceptional service to both members and teammates.
• Collaborate with Relationship Managers and Business Development leadership to support SEG growth initiatives.
• Assist in driving membership, loan, deposit, and product growth opportunities within assigned SEG relationships.
• Engage at employer events and activities to increase employee participation and awareness.
• Participate in Business Development team meetings and apply best practices to support team goals.
• Contribute to the recognition of Elements as a premier financial institution of choice within our communities and SEG partnerships.
• Other duties as assigned.

Professional Growth

• Continue to develop knowledge of business development, relationship management, financial wellness, and credit union operations.
• Participate in professional development opportunities, training programs, and industry education.
• Build presentation, public speaking, networking, and consultative sales skills.
• Participate in community and professional networking events to expand business development experience.
• Seek opportunities to grow toward a future Relationship Manager role.

Requirements

• Bachelor's degree or equivalent work experience.
• One to three years of experience in sales, customer service, business development, banking, marketing, or relationship management preferred.
• Strong written and verbal communication skills with the ability to present information to individuals and groups.
• Strong collaboration and interpersonal skills with the ability to establish rapport quickly and build relationships.
• Demonstrated ability to identify opportunities and contribute to growth initiatives.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Ability to leverage skills, knowledge, and experience to invest in our community.
• Ability to foster an inclusive environment that promotes belonging.
• Focus on respect and excellent service to both external and internal (team) members.
• Proven track record of integrity with a demonstrated ability to build trust.
• Ability to work independently while contributing to team objectives.
• Must be registered or meet registration requirements with the Nationwide Mortgage Licensing System Registry with an active NMLS License ID.

Benefits

Additional sales incentive is earned in this role.