Business Development Officer

Reposted 3 Days Ago
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Pensacola, FL, USA
In-Office
Senior level
Financial Services
The Role
Lead local business development by building employer and community partnerships to generate new members, drive product adoption, execute outreach and events, manage relationships, collaborate with branches and marketing, track ROI, and represent the credit union at local forums.
Summary Generated by Built In

Description


Navigator Credit Union is looking for a full-time Business Development Officer for our Pensacola area. If you're a connector, a strategist, and a relationship-builder who thrives in the field and loves helping communities succeed—we’d love to meet you!  We encourage all interested, qualified candidates that enjoy working in a fast paced environment to apply. We provide paid vacation after 90 days, paid holidays, 401k with a company match, medical, referral bonus, and several other benefits after 30 days employment for our team members including incentive opportunities. Navigator Credit Union is an Equal Opportunity Employer. Navigator does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.
 

About the Role As a Business Development Officer, you’ll lead Navigator Credit Union’s efforts to build strategic partnerships and deepen our presence with key employers and community markets. You’ll be responsible for growing our visibility, generating engaged new members, and driving adoption of products and services through employer and community partner channels. You'll work closely with branch leadership and cross-functional teams to execute strategic business development plans—delivering measurable growth while championing the credit union’s mission of empowering financial well-being. 

REMOTE WORK ELIGIBILITY AND REQUIREMENTS: This position is eligible for remote work. The decision to allow for remote work is within the sole discretion of NCU, and may not be offered to all employees. Team members who receive approval for remote work will need to read “Policy 6140: Remote Access” and sign the “Employee Device Policy Acknowledgement Form”. Employees working remote are expected to work in an environment that is free from distractions. Employees are also expected to follow all company policies at home, just as if you were in the office, taking special care to lock their computer during times it’s not being used. The employee will work with their manager to establish a schedule for in and out of office work. Employees are expected to be able to be available to come into the office at any time during a normal shift, if requested by their manager. In addition, webcams are expected to be uncovered at all times during the working day. Webcams are expected to be used any time an employee is in a meeting. The employee will also need to have internet speed of at least 100Mbps of download speed and 10Mbpd of upload speed of dedicated internet bandwidth. 

Key Responsibilities

Strategic Growth & Partnerships

  • Develop and execute business development strategies that drive new, engaged member growth in assigned community markets.
  • Identify, establish, and nurture high-value relationships with local employers, community leaders, and organizations aligned with Navigator Credit Union’s mission.
  • Collaborate with the Business Development Manager and branch teams to activate business plans and ensure local market success.

Relationship Management

  • Lead regular engagement with key partners—providing updates, addressing needs, and demonstrating the value of the credit union relationship.
  • Serve as the primary liaison for partner organizations, fielding requests, coordinating activities, and representing Navigator Credit Union with      professionalism and care.
  • Prepare and deliver strategic business reviews to SEG and community leaders, internal stakeholders, and the Navigator Credit Union management team.

SEG/Community Engagement & Outreach

  • Plan, promote, and execute financial education sessions, on-site events, and targeted campaigns that drive member acquisition and deepen partner engagement.
  • Collaborate with marketing and product teams to tailor outreach strategies for specific segments, especially non-members.
  • Represent Navigator Credit Union at events, industry conferences, and local business forums.

Leadership & Internal Collaboration

  • Communicate regularly with branches and internal teams—providing updates, sharing insights, and aligning on member experience goals (including NPS and loyalty).
  • Oversee community business development budget and assess ROI of partner programs and outreach efforts.

Operational Excellence

  • Ensure technology, promotional tools, and engagement materials are current and aligned with partner needs.
  • Leverage data to identify trends, uncover opportunities, and recommend strategic adjustments.
  • Stay informed on financial services trends, community developments, and competitor activity.

Qualifications & Experience

  • Bachelor’s degree preferred (or equivalent experience).
  • 5+ years of business, sales, or relationship management experience 
  • Prior experience in financial services or business development strongly preferred.
  • Strong presentation, communication, and stakeholder engagement skills.
  • Proven ability to manage multiple initiatives, analyze results, and adapt strategies.
  • High integrity, self-motivated, and solutions-oriented mindset.
  • Tech-savvy with comfort in using CRM platforms, Microsoft Office, and digital tools.
  • Ability to travel locally and work occasional evenings/weekends as needed.
  • High school degree or GED required.

Why Join Navigator Credit Union’s Team

  • Be part of a purpose-driven organization making a real difference in people’s lives.
  • Competitive compensation and performance-based bonuses.
  • Comprehensive health and retirement benefits.
  • Professional development, growth opportunities, and a collaborative team culture.
  • A flexible, modern workplace where innovation and impact thrive.

INTERPERSONAL SKILLS

A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Able to use database, spreadsheet and word processing software suites to record and maintain records, with customer contact as necessary via form correspondence. · Able to learn and retain knowledge in depth for all debit card and ATM adjustment function; to follow Credit Card and ATM network regulations and comply with FRB Regulation E to limit potential liability for the Credit Union. · Able to multi task in a fast paced environment. · Must be a self-starter that is service focused for both internal and external members. · Ability to work both individually and as part of a team. · Above average communication skills both verbal and written and proven ability to work effectively with members to solve issues and advise. 

ADA Requirements 

PHYSICAL REQUIREMENTS

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including computer terminal and keyboard, microfiche reader, telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.  

WORKING CONDITIONS:

· Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

MENTAL REQUIREMENTS:

· Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Skills Required

  • High school degree or GED
  • 5+ years of business, sales, or relationship management experience
  • Tech-savvy with comfort using CRM platforms, Microsoft Office, and digital tools
  • Strong presentation, communication, and stakeholder engagement skills
  • Proven ability to manage multiple initiatives, analyze results, and adapt strategies
  • Ability to travel locally and work occasional evenings/weekends as needed
  • Ability to perform sedentary computer work for 6-8 hours daily and operate office equipment
  • Internet speed of at least 100Mbps download and 10Mbps upload (for remote work eligibility); agree to remote access and device policies; webcams uncovered during work
  • Bachelor's degree (preferred) or equivalent experience
  • Prior experience in financial services or business development
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The Company
93 Employees
Year Founded: 1939

What We Do

Navigator Credit Union is a not-for-profit financial institution that has been serving the Gulf Coast since 1939. It provides a comprehensive range of banking services, including checking and savings accounts, loans, and wealth management, catering to both individual members and businesses. The organization focuses on personalized financial guidance to help its members achieve their financial goals and grow their dreams.

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