Business Development Assistant

ABOUT BMI FEDERAL CREDIT UNION (BMI FCU):
BMI Federal Credit Union is a not-for-profit financial cooperative providing banking services to our member-owners. Our goal is simple – to improve the financial well-being of our members and our community.

For 16 consecutive years (2010-2025), BMI FCU has been named a “Best Place to Work in Ohio” by the Workforce Research Group.

Benefits You’ll Love:

• 401(k) Plan with Company Match
• Paid Time Off & Paid Holidays
• Medical, Dental, and Vision Insurance
• Robust Wellness Program
• Life & Disability Insurance
• Educational Assistance
• Generous Health Reimbursement Arrangement (HRA) Funds
• Employee Assistance Program (EAP)

If you enjoy working for a smaller company and having the ability to positively affect an entire organization, then BMI FCU is the place for you!

POSITION SUMMARY: Responsible for providing support and assistance to achieve business goals for the Business Development department. Ensure integrity of preferred employer group (PEG) reports, track and maintain necessary items for Business Development, vendor relationships. The Business Development Assistant supports the field-based Business Development Managers by providing back-up assistance in supporting PEG and community activities, as well as other functions within the Business Development department.

ESSENTIAL JOB FUNCTIONS: 

• Print materials, facilitate Business Development mailings for events, and if requested at the direction of the team, call PEGs to follow-up and schedule visits 
• Prepare and maintain promotional materials, such as brochures, offers, posters, and flyers 
• Provide support to Business Development team for preparation of PEG visits; act as a backup for PEG visits when necessary 
• Monitor and correct issues on the credit union’s core system for new account reports
• Keep Business Development materials and promotional products organized and in inventory; assist in pricing and ordering
• Maintain email lists, mailing lists, Business Development records, and files
• Support the financial education manager by assisting in developing content for Money Management Workshops and helping youth and adult financial education programs
• Research and manage business development inquiries and leads received via web/phone
• Coordinate and plan special events with the guidance of the VP of Business & Community Development
• Manage relationships with charity partners for monthly giving program and coordinate employee volunteering efforts 
• Process charitable contributions, including employees’ charitable donations and the matching Ohio Credit Union League Political Action Committee (OCULPAC) contributions
• Manage the department’s customer relationship manager (CRM) tool
• Assist VP of Business & Community Development to track and monitor departmental budgets
• Manage the responsibilities of the Member Meeting Room (MMR) including but not limited to:
  • MMR rental balances
  • Scheduling
  • Set-up
  • Tear-down

WORK ENVIRONMENT: Office environment, with some travel and outdoor work
QUALIFICATIONS AND SKILLS REQUIREMENTS:

• Associate degree in Business, Marketing, or related field strongly preferred; Bachelor’s degree preferred
• 1-3 years of experience customer service, sales, or related field required; a viable combination of experience and education will be considered 
• Proficient in use of social media platforms
• A clean driving record, reliable transportation, valid driver’s license, and proof of auto insurance required
• Flexible work schedule (some early mornings, late nights, and weekend hours)
• Ability to work effectively with others at all levels across the organization 
• Strong customer service skills
• Possess a professional demeanor 
• Ability to work under minimal supervision
• Skills in effective professional verbal and written communication
• Strong attention to detail
• Proficient in Microsoft Office, general computer programs, and general office equipment
• Advanced research and problem-solving skills
• Skills in organization and planning
• Ability to receive and maintain confidential information

PHYSICAL REQUIREMENTS:

Must be able to meet the following physical requirements, with or without reasonable accommodation: 1) Sit, walk, stand, use hands to manipulate, handle, feel, and control items or equipment; 2) Reach with hands and arms; 3) Talk and hear; 4) See and be able to read, write, and interpret text, and spreadsheets; 5) Occasionally lift and move objects weighing up to 45 pounds.

As an equal opportunity employer, BMI FCU does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, childbirth and related conditions, lactation status, gender identity, sexual orientation, age, disability, veteran or military status, genetic information, or ancestry.