Visions Federal Credit Union Business Development Officer NY in Endwell, New York
Position Purpose/Summary: This position will be responsible and accountable for building relationships, identifying and successfully increasing existing business, as well as developing new business avenues for the credit union by offering memberships, and its products and services to prospects. This individual will act as primary liaison with outside Select Employer Groups (SEGs), business partners and educational groups. The Business Development Officer acts as the primary liaison for all business fairs, underserved organizations and municipalities to network and increase Visions’ name recognition in all regions.
Education & Experience: We pride ourselves in our advocacy for education, growth, and opportunity for experience at Visions Federal Credit Union. This position would minimally require an Associate’s Degree and 2 years of business development experience. Bachelor’s Degree preferred.
Essential Duties and Responsibilities: All duties and responsibilities align with Visions Federal Credit Union and are subject to reform at-will of the company. Job Duties include, but are not limited to:
Along with Business Development Manager creates business development campaigns to introduce new products / services or increase members’ usage of existing services.
Build, manage, and maintain a portfolio of businesses and prospective businesses to assist in meeting new membership and loan goals for the organization.
Build top-of-mind awareness of the credit union and present products and services through phone calls and in-person visits, while fostering a relationship and increasing business.
Develop business development strategies and perform outreach efforts within the territory to grow membership.
Create, write and / or edit all business development materials.
Plan and coordinate all special events to include, but not limited to, community receptions, grand openings, etc.
Initiate and maintain contact with business partners and SEGs and schedule on-going visits to promote Credit Union membership.
Updates all SEG information centers and reports on a quarterly basis. Prepares monthly status reports of Business Development initiatives.
Researches all communities / regions we serve for community events for involvement and participation.
Perform market research to identify new business opportunities to grow membership in the assigned territory.
Partner with the Business Services team to offer business services to our current business partners and Select Employer Groups (SEGs) to grow the business services portfolio
Engage internal and external stakeholders to identify new business partners to grow membership base.
Advance new accounts through the new account pipeline utilizing the Customer Relationship Management (CRM) tool.
Acts as liaison with company representative, performs follow-up employee meetings and works out any concerns or problems as needed. This position provides a channel of communication between organization and credit union and opens membership accounts on-site for members.
Solicits businesses to determine interest in the Credit Union as a benefit for their company. Makes personal visits and solicits new business. Maintains company listings to include but not be limited to: contact information, direct deposits, biographical information, directions and information board history.
Coordinates all new member promotions with branches (logs, branch procedures, gift deliveries, etc.).
Identify and resolve problems or service concerns causing SEG or member dissatisfaction.
Works as liaison with Chamber of Commerce and local municipalities.
Submits suggestions and ideas for improving efficiency, productivity and results of Business Development efforts.
Develop tracking reports necessary to show all SEG, educational contacts, and business member products/services and penetration results based on the initiatives of this position. Provides monthly status report of contacts made.
All employees must embrace and foster an environment that supports our mission and core competencies.
Perform other job-related duties as assigned.
Standard Essential Physical Functions: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Daily requirements may include (but are not limited to):
Ability to stand/walk as needed, sitting for approximately 2 hours per day
When participating in external and/or community activities, may require extensive amount of time standing, walking, etc.
Able to lift/carry up to 25 pounds, occasionally 50 pounds
Manual dexterity for working with papers, files, various office machines, keyboarding, etc.
Excellent communication skills, both verbal and written.
Travel will be required for this position.
Essential Knowledge, Skills, & Abilities: Due to the nature of this role in dealing with groups of diverse employees, members, and external contacts on an on-going basis, the position requires (and is not limited to):
Excellent interpersonal and communication skills; Efficient time management and organizational skills; Flexibility (able to adapt to changing environment)
Positively communicate with diverse membership, community, and staff populations while providing excellent customer service
Strong computer and math skills, adherence to confidentiality, detail-oriented
Strong business development skills to identify and effectively provide business services to credit union members/businesses in order to reach department goals.
Usual Work Environment/Equipment Used: This position operates in a professional office environment, with expectation to use standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, Microsoft Office, etc.
Disclaimer: The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed. It may not contain a comprehensive inventory of all duties, responsibilities and qualifications required to perform work. Management retains the right to add or remove responsibilities at its discretion. The above job description does not constitute a contract of employment and Visions Federal Credit Union may exercise its employment-at-will rights at any time. Employees are equally subjected to all policies and procedures of the company per the employee handbook.
EEOC & Affirmative Action Statement: Equal Employment Opportunity for all persons is a fundamental goal and policy of Visions Federal Credit Union. Visions recognizes and reaffirms Title VII of the Federal Civil Rights Act of 1964, New York’s Human Rights Law and Credit Union regulations that there shall be no discrimination against qualified applicants or employees on the basis, of race, color, national origin, religion, creed, age, handicap, disability, marital status, predisposing genetic characteristics, sexual orientation, or any other class protected by federal, state, or local law. It is the duty of Visions Federal Credit Union to provide reasonable accommodations to qualified individuals with disabilities under the Americans with Disabilities Act (ADA).
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.