Senior Business Development Representative

About the role

The Senior Business Development Representative is responsible for driving Membership and checking account growth within an assigned branch footprint by generating new Member relationships, and expanding engagement with Community Business Partners (CBPs), Preferred Partners (PPs), schools, and other strategic partners. This role is an individual contributor with no people-management responsibilities, focusing on achieving individual production goals.

Responsibilities

• Generate new Member relationships and expand engagement with Community Business Partners (CBPs), Preferred Partners (PPs), schools, and other strategic partners.
• Drive new Membership growth, opening checking accounts, and originating loan applications while consistently meeting performance targets.
• Conduct BD Membership audits in accordance with established policies, procedures, and guidelines in alignment with regulatory requirements.
• Aid Members with complex and escalated Member requests, ensuring timely and effective resolution.
• Promote and sell CU SoCal products and services, leveraging strong interpersonal and sales skills to deepen Member relationships, increase product penetration, and contribute to overall financial growth.
• Build and maintain strategic relationships with key partner personnel through regular communication, on-site visits, and multi-channel engagement (email, phone, in-person).
• Support new team member onboarding through role-related training.
• Maintain current knowledge of credit union products, services, and campaigns to effectively recommend solutions, support Member needs, and drive business growth with business and community partners.
• Develop and maintain positive relationships with local business partners as well as internal team members.
• Complete understanding and active application of the C.A.R.E.4 Guide expectations and the Brand Communication Standards accountability philosophy.

Requirements

• Minimum Qualifications: 5+ years or equivalent work experience in business development within a banking or credit union environment. Proven record of meeting and exceeding sales goals. Experience in facilitating live and recorded financial workshops. High School Diploma or equivalent.
• Preferred Qualifications: Associates degree or equivalent experience. Bilingual with fluency in English and Spanish to serve our Spanish speaking Members while conducting their banking business.
• Driving and Insurance Coverage Requirements: Hold a valid CA state driver’s license in good standing that is not actively suspended, revoked, or restricted. Have reliable personal transportation. Use of any means of public transportation or ridesharing services will not satisfy this requirement. Must maintain state liability auto insurance coverage with a minimum of 30/60/15 limits on the vehicle that will be used for work. Maintain a clean Motor Vehicle Record (MVR).

Skills and Abilities

• Working knowledge in all applicable MS Office programs (i.e., Word, Excel, Outlook, Teams, etc.). Excellent interpersonal, organizational, planning, verbal and written communication skills, the ability to manage multiple projects at once, attention to detail, and professional persistence are required.
• Works successfully, both independently through self-motivation and within a team environment. Exercises confidentiality and discretionary judgment. Demonstrates comprehensive understanding of the financial services market. Maintains a professional appearance. Maintains a dependable means of transportation for frequent local travel, including evening and weekend work. Computer literate, ability to utilize CU Force software. Strong time management skills. Automobile insurance that includes minimum liability coverage as required by state law. Effectively creates and delivers oral presentations to small, mid, and large groups. Strong sales background with demonstrated proven results. Thorough knowledge of CU SoCal financial products and services. Thorough and accurate record keeping skills.

Benefits

Pay Scale: Min: $30.11 / Mid: $38.45 / Max: $45.59 * an hour

We support Pay Transparency and are a pay-for-performance organization that benchmarks base pay to the 50th percentile of market data.

CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work.