Business Development Specialist

The Business Development Specialist supports RadiFi Credit Union’s membership growth and community engagement efforts by building relationships with local businesses, schools, nonprofits, community organizations, RadiFi at Work partners, and other community-based contacts. This role is focused on creating meaningful connections that introduce individuals and families to RadiFi membership, products, services, and financial wellness resources.

This position works closely with Branch Managers, Mortgage Loan Officers, and the Marketing team to support community outreach, RadiFi at Work partnerships, sponsorship activations, financial wellness presentations, lead generation, and follow-up. The ideal candidate is outgoing, organized, self-motivated, and comfortable representing RadiFi in the community.

This role is based at Park Street Headquarters and requires frequent local travel for meetings, events, partner visits, and community engagement. A flexible schedule is required, including early mornings, evenings, and weekends, based on outreach activities and business needs.

Schedule and Travel Requirements

• Flexible schedule required, including early mornings, evenings, and weekends.
• Frequent local travel required for meetings, events, partner visits, and community engagement.
• Must have reliable transportation, a valid driver’s license, up-to-date individual automobile insurance, and the ability to travel to RadiFi locations, partner locations, community events, and business meetings.
• This role includes time in the office and in the community based on outreach schedules, branch support needs, and event commitments.

Essential Functions & Responsibilities:

• Support RadiFi’s membership growth goals by identifying and participating in outreach opportunities that connect eligible individuals and families to RadiFi membership.er internal partner.
• Build and maintain relationships with local businesses, schools, nonprofits, community organizations, RadiFi at Work partners, and other community-based contacts.
• Represent RadiFi at community events, school events, nonprofit events, sponsorship activations, workplace financial wellness visits, and partner activities.
• Support RadiFi at Work partnerships by helping coordinate financial wellness presentations, partner visits, employee benefit events, and membership education opportunities.
• Work with Branch Managers to identify local outreach opportunities that support branch-level growth, community visibility, and new member relationships.
• Support Mortgage Loan Officers with homebuyer education opportunities, real estate-related events, and community outreach that connects prospective homebuyers to RadiFi.
• Engage event attendees in meaningful conversations about RadiFi membership, products, services, digital account opening, financial wellness resources, and community impact.
• Capture leads, referrals, partner interest, and follow-up opportunities in accordance with RadiFi’s approved process.
• Coordinate timely follow-up with the appropriate Branch Manager, Mortgage Loan Officer, Marketing team member, or other internal partner.
• Provide feedback on outreach activities, lead quality, audience fit, partner opportunities, and future membership growth potential.
• Maintain accurate records of outreach activities, partner contacts, prospective member leads, referrals, and follow-up actions.
• Prepare regular updates on partner engagement, lead generation, referral activity, follow-up progress, and membership growth opportunities.
• Stay informed about RadiFi’s current promotions, products, membership eligibility, digital account opening process, and community initiatives.
• Perform other job-related duties and projects as assigned.

Physical Requirements:

While performing the duties of this job, the associate is regularly required to use hands to finger, handle, or feel; reach with hands and arms and talk to hear. The associate is occasionally required to stand; walk; sit; climb or balance and stoop, kneel, crouch, or crawl. The associate must lift/or move up to 25 pounds and occasionally lift and or move up to 40 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

• Ability to sit, stand, walk, speak, and use a computer for extended periods.
• Ability to set up and break down event materials, including tables, banners, supplies, promotional items, and collateral.
• Ability to lift and carry event supplies and materials up to 25-40 pounds, as needed.

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 the 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.

Work Environment:Ability to work in indoor and outdoor event settings with varying weather, noise levels, and physical conditions.

Acknowledgment

Nothing in the position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This Job description is not a contract and should not be constructed as a guarantee of employment for any period of time.

We are an Equal Opportunity Employer and do not discriminate against employees or applicants based on race color, religion, sex/gender, national origin, disability, age, or any other category protected by law.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

   Knowledge and Skills:

Experience:

Three or more years of experience in business development, community outreach, sales, marketing, public relations, or a related role is needed. Experience representing an organization at community events, partner visits, school events, nonprofit events, workplace events, or public presentations preferred. Financial institution or credit union experience and/or experience working with financial wellness programs is a plus.

Education:

(1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program is required. A Bachelor's degree in marketing, business, communications, public relations, community relations, or a related field is preferred.

Interpersonal Skills:

Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills:

• Strong relationship-building skills with the ability to connect with community partners, local businesses, members, prospective members, and internal teams.
• Comfortable initiating conversations, making outreach calls, scheduling partner visits, attending events, and following up with prospective members and community contacts.
• Excellent verbal and written communication skills, including the ability to present information clearly to individuals and groups.
• Professional, friendly, and confident public presence.
• Strong organizational and time management skills.
• Ability to work independently while collaborating with Marketing, Retail, Mortgage, and branch teams.
• Sales-minded and service-focused approach with the ability to identify needs and make appropriate referrals.
• Strong attention to detail and follow-through.
• Ability to learn and communicate RadiFi's products, services, membership eligibility, brand message, and community impact.
• Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint. Experience with project management tools or marketing platforms is preferred.
• Ability to maintain confidentiality and use sound judgment when working with member, prospective member, partner, or credit union information.
• Knowledge of credit union or financial institution products and services is a plus.