Business Development Officer - Georgia United Credit Union

Business Development Officer - Georgia United Credit Union Assists in developing, recommending, implementing, and overseeing the Credit Union’s Business Development program in your market. Works to increase penetration and participation within existing member groups and attracting new members. Performs research as needed. Oversees member relations and ensures that the Credit Union’s professional reputation is projected and maintained. Assists in developing and implementing effective sales and business development programs, reviewing and modifying as needed. Assists with the development of long and short run strategic business development plans to complement and support Credit Union goals and strategic objectives. Assists in developing the business development project plans, budget, reports and monitors expenses to ensure costs are maintained within the established budget. Develops and maintains effective public relations with members, business development / marketing professionals, and external business contacts. Identifies, solicits and contacts prospective key contacts within existing groups to solicit new memberships. Coordinating all aspects of events as defined by specific partner company requirements, including ordering and compiling promotional materials as necessary, following MMP process. Reaches out to our High Net Worth Membership to facilitate an appointment with our Wealth Management team in order to assist these members in overall financial planning. Responsible for increasing Member growth and driving revenue thru individual production within the footprint. Establishes and implements effective communication, ensuring that members’ requests and questions are promptly, appropriately, and courteously resolved. Ensures that members are properly informed of Credit Union services, products, and policies. Assists in answering requests for Financial Education Series, and represent credit union and conducts new member orientation presentations and coordinates sign-up schedules with exisitng member groups. Ensures that the Credit Union’s professional reputation is maintained. Maintains and protects the confidentiality of member groups and Credit Union information. Assumes responsibility for establishing and maintaining effective working relationships and coordination with departments and management. Provides assistance and support as needed, responding to staff questions regarding field of membership. Keeps management informed of area activities and of any significant concerns providing suggestions to management for better member service. Supports effective partnership within BD Team (IE. Schedules, communication, sharing of best practices, etc.). Serves as a liaison between all partner companies and all Credit Union departments and offices. Completes required reports, records, and related documents accurately and promptly. Enters data into the applicable software applications for tracking targeted offers, promotions, response and penetration levels. Maintains new and current Workplace Partners (SEGs) information within Salesforce System (CRM) to adequately track activities and company relationship status. Stays informed of developments in assigned fields and keeps management abreast of any updates impacting the Credit Union’s operations. Ensures that work area is clean, secure, and well maintained. Attends meetings as required. Completes special projects as assigned or as business conditions dictate. Assists in coordination of merger efforts, as required. Promotes and establishes strong, positive and productive working relationships within the organization through commitment to the company’s purpose, mission and core values. #J-18808-Ljbffr