Business Development Representative

Posted 2 Days Ago
Be an Early Applicant
Lebanon, OR, USA
In-Office
Senior level
Financial Services
The Role
Develops new business for a credit union by identifying prospective members, dealers, brokers, realtors, and employer groups. Builds and maintains relationships through calls, visits, presentations, community meetings, email, and direct-mail campaigns. Promotes lending, deposit, credit, and digital banking products; tracks contacts, evaluates successful outreach methods, and cross-sells services. Requires flexibility for overtime, after-hours, and weekend work.
Summary Generated by Built In

Business Development Representative

Work hours: Monday- Thursday 9am to 5pm & Friday 9am to 6pm. 

*Some after-hours and weekend work required

Purpose

The primary function of this position is to develop new business for the credit union. Cultivate new relationships and maintain existing relationships for all areas of corporate sponsorship including members, auto dealers, RV, boat and motorcycle dealers, realtors etc.


Duties and Responsibilities

  • Develop contact lists of potential new members, dealers, SEGs, and brokers in the credit union’s field of membership.
  • Contact and make visits to prospective members, dealers, brokers, SEGs or realtors to present information about the credit union’s available services such as lending products, deposit accounts, lines of credit, online banking etc.
  • Attend meetings within the community and trade associations to develop new business relationships and promote the credit union.
  • Make presentations about financial services to groups to promote credit union products.
  • Contact potential member base using a variety of methods and follow up methods; phone calls, site visits, letters, emails and direct mail campaigns.
  • Maintain up-to-date contact tracking tool/database.
  • Review and analyze methods that are successful in developing business. Assess products that best meet member needs.
  • Promote all products and services with cross-selling to meet members or SEGs’ needs.
  • Develop an understanding of credit union history, philosophy, organization, bylaws and operations procedures.
  • Perform other duties as assigned by supervisor.
  • Must be flexible to work overtime as needed (may include after hours or weekends).

Qualifications

  • 5+ years of sales/marketing experience
  • College education preferred
  • Good organization, communication and time management skills
  • Professional appearance
  • Professional communication both verbal and written

Reports to Chief Executive Officer

Benefits

44 North Credit Union offers a full range of benefits including:

Medical, dental and vision coverage

Basic Life

401(k)

Paid Time Off (PTO)

Paid Holidays

and more!

44 North Credit Union is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do 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. All employment is decided on the basis of qualifications, merit, and business need.

Skills Required

  • 5+ years of sales or marketing experience
  • College education
  • Good organization skills
  • Good communication skills
  • Good time management skills
  • Professional appearance
  • Professional verbal and written communication
  • Flexibility to work overtime, including after-hours or weekends
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The Company
36 Employees
Year Founded: 1956

What We Do

44 North Credit Union is an Oregon credit union providing personalized banking and financial services to people who live or work in communities along Oregon’s 44th parallel, as well as their family members. Originally founded in 1956 as Linn-Co Federal Credit Union by eight teachers in Lebanon, it has expanded beyond Linn County while maintaining a commitment to local service, community values, and thoughtful financial support for its members.

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