Business Development Coordinator - Bilingual - Spanish

PRIMARY FUNCTION:        
This position exists to support the Credit Union’s Community Development and Financial Wellness initiatives with a strong focus on building relationships within multicultural and underserved communities. This role is responsible for coordinating and participating in outreach efforts, community events, and financial education programs while promoting credit union membership, products, and services. This position also serves as a member-facing resource by opening accounts, onboarding new members, assisting with consumer lending activities, and generating qualified leads. In addition, this role collaborates with internal teams to support marketing efforts, partnership development, and community engagement strategies that align with the Credit Union’s mission of improving financial well-being and expanding access to financial services.

PRINCIPAL DUTIES/RESPONSIBILITIES:
1.    Attend community events alongside the outreach team to support efforts in promoting the organization’s mission and products and services.  
2.    Participate in internal meetings and contribute ideas for expanding outreach initiatives.  
3.    Support Diversity, Equity, and Inclusion (DEI) projects and meetings as needed.  
4.    Coordinate various community functions and events with a view to increase membership and develop relationships.
5.    Coordinate with the planning and follow up of financial educational activities and community events.  
6.    Create, review, and update translations of marketing materials, brochures, and other content.  
7.    Maintain tracking measures and reports, development efforts, sales, and events.
8.    Assist in conducting research on competitor activities and market trends as assigned.  
9.    Maintain highly proficient & comprehensive product knowledge.
10.    Provide sound financial coaching to members.
11.    Open and close accounts.
12.    Analyze credit reports and educate members on their reports.
13.    Receive and review loan and account applications. Referring additional products and services to members.
14.    Ensure all proper documentation is collected before completion of loan or product for member. 
15.    Disperse loan proceeds.
16.    Works in conjunction with other departments (Underwriting, loan servicing, compliance, operations) to ensure we adhere to all established Federal regulatory guidelines. Abide by lending authority as designated by policy.
17.    Effectively communicate loan and account decisions to members.
18.    Apply critical thinking skills to recognize potential fraudulent activities, take proactive measures to prevent and mitigate risks. 
19.    Produce and archive documents efficiently and with accuracy.
20.    Actively and thoughtfully communicate with their supervisor, planning their goals and development, taking accountability for their actions, and striving for excellence.

GENERAL DUTIES/RESPONSIBILITIES:
1.    Promote products and services.
2.    Attend all meetings as required.
3.    Maintain clean and professional work area and appearance.
4.    Maintain positive public relations and promote the credit union within the community.
5.    Complete educational programs as required.
6.    Perform the following commitments of service to each and every member at all times:
a.    Make a good first impression, be dressed professionally and greet people with a smile and a firm handshake.
b.    Keep a smile in my voice as well as on my face.
c.    Answer the telephone by the third ring.
d.    Call people by name and thank them.
e.    Give people my full and undivided attention; focus on the person face to face and on the telephone.
f.    Take responsibility for solving the individual's problem instead of referring it to someone else.
g.    Deliver on commitments of action(s) to be taken, so excuses won't be necessary.
h.    Follow through on necessary action(s) to be sure the problem is solved.
i.    Know that what's important is not only who or what created the problem but how the problem can be corrected.
j.    Protect confidential information.
7.    Other duties as assigned.
 

REQUIREMENTS OF THE POSITION:
•    Associate’s degree in business, Communications, Sales, Finance, Marketing, or related field.
•    Fluency in Spanish. 
•    Ability to work evenings and weekends as needed for events.
•    One to three years’ experience in community or business development.
•    One to three years’ experience in sales and customer service.
•    One to three years’ lending experience. 
•    Presenting experience preferred.
•    Knowledge/ability to use various computer programs including Microsoft Office. 
•    Ability to sell.
•    Excellent analytical skills.
•    Excellent communication and organizational skills.
•    Professional, pleasant, and outgoing personality.
•    Ability to perform under pressure.
•    Problem solving ability.
•    Team player.
•    Decision making skills.

PHYSICAL REQUIREMENTS:
Light work. Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

PHYSICAL ACTIVITIES:
The following physical activities will be required on a day-to-day basis: climbing, stooping, crouching, reaching, walking, pulling, fingering, feeling, hearing, balancing, kneeling, crawling, standing, pushing, lifting, grasping, talking, repetitive motions.  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed are representative, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions if they are otherwise qualified.

VISUAL/PERCEPTION ACTIVITY:
Administrative, Clerical, Data Entry operators, Inspection, (work at distances close to the eyes).

WORKING CONDITIONS:
None. The worker is not substantially exposed to adverse environmental conditions (such as in typical office or administrative work.)

HUMAN RELATION SKILLS NEEDED:
The ability to communicate effectively with members, staff, and contacts outside of the credit union in a polite, courteous timely, accurate and efficient manner. Patience in dealing with a difficult member.

INTERNAL TRAINING REQUIREMENTS:
Please refer to the credit union intranet for the internal training requirements for this position.

ANNUAL TRAINING REQUIREMENTS:
Compliance and Regulatory (BSA, OFAC, etc.)
Security Awareness Training
Diversity, Ethics, Sexual Harassment, and Sensitivity