Business Development Associate

Job Description

Job Description

Department: Member Services Reports To: SVP Operations Supervises: None Location: Middlebury Branch FLSA Status: Non-Exempt NMLS: Not Required Level: 8

SUMMARY

Under general supervision and in compliance with Credit Union policies and procedures, perform a wide variety of duties in support of the business development and marketing facets of the credit union. This individual will assist the Business Development Specialist with all communications and training with in-school Ambassadors. The position will include travel to schools within our field of membership in order to promote CU products and services, bring in new members, educate, and cross-sell to existing members through scheduling and hosting of in-school meetings. Support of and participation in production of CU events.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Support the Business Development Specialist with maintaining the database of all SEG schools including current list & contact information for all Ambassadors. Arrange for & train new Ambassadors as needed.
• Assist with the communications & building relationships with Teacher Union representatives to keep them informed of WCTFCU's products and services, as well as attend union functions.
• Assist in the communication with our Ambassadors and various contacts within the school districts to develop more engagement within the schools re: our products and services.
• Develop and maintain a thorough understanding of CU products & services portfolio, and special offers. Understand which products are appropriate for different life-stages & demographics, and know how to use conversational style to introduce the right products, to the right potential/current member, at the right time. Provide answers to Members' questions and follow-up with additional information when appropriate or requested.
• Assist the Business Development Specialist with scheduling and hosting virtual or in-person coffee hours, lunch visits, or informational sessions in every school, each school year; ensure that all schools are visited 1-2x each school year; optimally 2+ visits/school per school-year.
• Professionally and with solid knowledge of CU offering, represent the CU within SEG schools and various events. Communicate CU value proposition, educate regarding products and services, cross-sell to existing members, sign-up new members, open new accounts. Prepare and distribute our marketing materials, applications, premiums, etc.
• Assist in increasing member penetration in all schools, with a concentration on the schools with the least penetration.
• Collaborate with the Business Development Specialist and the Marketing Specialist on the social media calendar and create posts regarding school visits and events we are present at.
• Develop constructive relationships with peers in Member Service and Lending departments in order to efficiently facilitate new account or products orders and to promptly follow on inquires that originate through business development efforts.
• Maintain and provide reports of member cross-sales and new accounts opened.
• Attend and participate in New Teacher Orientations and Convocations at the beginning of School Year to introduce WCTFCU, sign on new members, and cross-sell from our product portfolio.
• Collaborate with the Business Development Specialist and the Marketing Specialist, and others in the production and support for member engagement events including but not limited to Annual Meetings, Ambassador Events, Shred Hunger Days, Member Appreciation Day, and Scholarship Ceremony.
• Attend school community and strategic partnership events to network, prospect, and spotlight WCTFCU products and services.
• Other duties as assigned.

 

NON-ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

No non-essential duties and responsibilities have been assigned.

 

SUPERVISORY RESPONSIBILITIES

None

 

CORE COMPETENCIES

1. Member-service oriented, pro-active communicator, independent worker, strong organizational skills, excellent communications skills (written & spoken), patient listener, proactive solutions provider, creative thinker, decision-making insight, problem solver, "people" skills
2. Strong knowledge of credit union products, services, features, and benefits, as well as the credit union philosophy. Or ability to quickly learn and develop this.
3. Understands and appropriately uses marketing tools and materials; both digital and traditional including social media.
4. Excellent written and oral communication skills. Communicates honestly, clearly, and concisely; to accurately present ideas, facts, and technical information. Able to interpret and disseminate information. Able to prepare basic reports and use the appropriate modes of communication.
5. Required computer literacy: tech-savvy, competency with standard programs & networks. Proficient with Microsoft Office, Word, Excel, and PowerPoint, Facebook & Twitter.

 

EDUCATION

Bachelor's Degree preferred or a combination of education and related experience.

 

EXPERIENCE

Background in education and/or a minimum two years of sales or marketing experience preferably in financial services.

 

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

While performing the duties of this job, the employee is regularly required to drive to schools within our field of membership; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand and walk. The employee must lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, depth perception, and ability to adjust focus.

 

Note: Regularly - more than 2/3 of the time, Frequently - 1/3 to 2/3 of the time, Occasionally - less than 1/3 of the time

 

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

The noise level in the work environment is usually moderate.