The Role
Grows credit union membership and product adoption by developing employer and community partnerships, supporting events, educating prospective and current members, cross-selling services, maintaining CRM records, preparing reports, coordinating financial wellness initiatives, and resolving partner issues. The role includes local travel, community representation, event support, and collaboration with marketing and business development leadership.
Summary Generated by Built In
Business Development Manager
BMI Federal Credit Union
Dublin, OH
Salary Range: $26.50 To $33.50 Annually
Location: 6165 Emerald Parkway, Dublin OH 43016
This position is 100% on-site with no options for remote work
Schedule: Includes daytime, evening, and weekend work totaling approximately 40 hours per week.
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 17 consecutive years (2010-2026), BMI FCU has been named a “Best Place to Work in Ohio” by the Workforce Research Group.
Benefits You’ll Love:
POSITION SUMMARY:
This position is responsible for growing the Credit Union by increasing the number of Members and the number of products and services for Members, Preferred Employer Groups (PEGs), and with the communities BMI FCU serves. Responsible for identifying, generating, and supporting new Members, PEGs, and soliciting in target markets by maximizing visibility and providing Member satisfaction. Provide friendly, professional, support, and monitor the implementation of growth opportunities and responsive service while representing BMI FCU. This position backs-up other functions within Business Development.
ESSENTIAL JOB FUNCTIONS:
WORK ENVIRONMENT: Outdoors, local travel, and some office environments
QUALIFICATIONS AND SKILLS REQUIREMENTS:
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, spreadsheet, and financial documents; 5) Frequently lift and move objects weighing up to 50 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.
BMI Federal Credit Union
Dublin, OH
APPLY HERE!
Salary Range: $26.50 To $33.50 Annually
Location: 6165 Emerald Parkway, Dublin OH 43016
This position is 100% on-site with no options for remote work
Schedule: Includes daytime, evening, and weekend work totaling approximately 40 hours per week.
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 17 consecutive years (2010-2026), 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)
POSITION SUMMARY:
This position is responsible for growing the Credit Union by increasing the number of Members and the number of products and services for Members, Preferred Employer Groups (PEGs), and with the communities BMI FCU serves. Responsible for identifying, generating, and supporting new Members, PEGs, and soliciting in target markets by maximizing visibility and providing Member satisfaction. Provide friendly, professional, support, and monitor the implementation of growth opportunities and responsive service while representing BMI FCU. This position backs-up other functions within Business Development.
ESSENTIAL JOB FUNCTIONS:
- Provide on-site support for PEGs through personal visits, telephone calls, and correspondence and keep representatives supplied with the materials they need to inform their employees about the credit union
- Support PEGs and community groups at their:
- Orientations
- Benefit fairs
- Lunch and learns
- Charitable events
- Educate prospective and current members about products and services that BMI FCU offers; cross-sell
- Maintain up-to-date data files and initiatives on all employer and community groups through the Customer Relationship Management (CRM) system
- Work with the Financial Education Specialist regarding trends and needs of PEGs related to financial wellness issues
- Provide recommendations and feedback on financial wellness content and efforts at employer and community groups
- Assist in planning and coordinating events for PEGs and events in the community
- Prepare monthly reports outlining PEG program activities and expenses
- Represent the Credit Union at employer, community and charitable events; assist in planning and implementing appropriate activities at these events; transport related materials and supplies to such events as needed
- Partner with Marketing and the Business Development Coordinator to design and produce recruitment pieces to increase membership with existing PEGs
- Assist the VP of Business & Community Development in researching and soliciting new PEGs as potential credit union partners
- Assist with the development of new opportunities to deliver actionable strategic initiatives
- Serve as a liaison between the Credit Union and PEGs to resolve problems or situations that arise
- Backup VP of Business & Community Development as required
WORK ENVIRONMENT: Outdoors, local travel, and some office environments
QUALIFICATIONS AND SKILLS REQUIREMENTS:
- Bachelor’s degree in Business, Finance, Communications, or related field preferred
- A minimum of 3 years of related experience; a viable combination of experience and education will be considered
- A clean driving record, reliable transportation, valid driver’s license, and proof of auto insurance required
- Ability to work a varied work schedule (some early mornings, late nights, and weekend hours)
- Knowledge of financial industry products, services, and policies
- Ability to stay up-to-date with promotions, products, and services
- Skill in customer service and sales strategy
- Skill in oral presentations
- Critical thinking and problem-solving skills
- Ability to organize, plan, meet deadlines, and follow through
- Ability to deal with others with courtesy, tact, and effectiveness – a customer service orientation/ philosophy
- Ability to receive and maintain confidential information
- Ability to work effectively on an individual basis and as part of a team
- Desire to continually learn
- Effective and professional communication skills (verbal, written, and visual)
- Professional and proficient phone etiquette
- Proficient in Microsoft Office, general computer programs, and general office equipment
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, spreadsheet, and financial documents; 5) Frequently lift and move objects weighing up to 50 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.
Skills Required
- Bachelor’s degree in Business, Finance, Communications, or a related field
- At least 3 years of related experience, or a viable combination of education and experience
- Clean driving record
- Reliable transportation
- Valid driver’s license
- Proof of auto insurance
- Ability to work varied schedules, including early mornings, late nights, and weekends
- Knowledge of financial industry products, services, and policies
- Ability to stay current on promotions, products, and services
- Customer service and sales strategy skills
- Oral presentation skills
- Critical thinking and problem-solving skills
- Ability to organize, plan, meet deadlines, and follow through
- Ability to interact with others courteously, tactfully, and effectively
- Ability to receive and maintain confidential information
- Ability to work independently and as part of a team
- Desire to continually learn
- Professional verbal, written, and visual communication skills
- Professional and proficient phone etiquette
- Proficiency with Microsoft Office, general computer programs, and office equipment
- Ability to meet stated physical requirements, including frequently lifting and moving objects up to 50 pounds
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