Role OverviewThe Senior Business Development Representative is responsible for driving Membership and checking account growth within an assigned branch footprint by generating new Member relationships and expanding engagement with Community Business Partners (CBPs), Preferred Partners (PPs), schools, and other strategic partners.
What You Will Do
Identify, attract and establish new Preferred Partner relationships, achieve assigned sales and Membership goals, conduct BD Membership audits, and promote and sell CU SoCal products and services.
Why It Might Be a Fit
The ideal candidate possesses a positive, outgoing personality and a proven track record in sales, business development, and partnership cultivation, with excellent interpersonal, organizational, planning, verbal and written communication skills.
Requirements
- 5+ years or equivalent work experience in business development within a banking or credit union environment
- Proven record of meeting and exceeding sales goals
- Experience in facilitation live and recorded financial workshops
- High School Diploma or equivalent
- Associates degree or equivalent experience
- Bilingual with fluency in English and Spanish
- Valid CA state driver’s license in good standing
- Reliable personal transportation
- State liability auto insurance coverage with a minimum of 30/60/15 limits
- Clean Motor Vehicle Record (MVR)
- Working knowledge in all applicable MS Office programs
- Excellent interpersonal, organizational, planning, verbal and written communication skills
- Ability to manage multiple projects at once
- Attention to detail and professional persistence
- Computer literate, ability to utilize CU Force software
- Strong time management skills
- Automobile insurance that includes minimum liability coverage as required by state law
Benefits
- Competitive pay
- Great health benefits
- Culture like no other
- Flexible hybrid schedule
- Pay-for-performance organization
- Pay transparency
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