Business Development Officer

Location: 4645 N. 32nd Street, Suite A100, Phoenix, AZ, 85018, United States Employee Type: Exempt PRIMARY FUNCTION This position is a sales-focused, outbound business development role responsible for identifying, developing, and growing relationships with members, businesses, nonprofit organizations, SEGs, and community partners of Notre Dame Federal Credit Union. This position will actively seek referrals, follow up on new leads, identify sales prospects, initiate outbound calls, and represent the credit union in the market to increase awareness, deepen relationships, and support market growth. This position will assist with consumer and commercial deposit growth, promote applicable loan products and financial solutions, and may assist members and organizations with opening new accounts. This position will actively contribute to the achievement of sales and service goals while supporting member satisfaction, revenue generation, and the establishment of long-term member and community relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES Actively identifies and develops new sales opportunities with members, businesses, nonprofit organizations, SEGs, and community partners to support market growth. Initiates outbound calls, follows up on leads, seeks referrals, and identifies sales prospects in order to strengthen relationships and increase Notre Dame FCU's overall share in the market. Develops sales strategies, maintains and expands referral sources, and participates in community and organizational activities to enhance visibility and growth within the market. Represents the credit union at off-site events, office tabling opportunities, business on-site events, Lunch and Learns, networking commitments, SEG events, nonprofit events, and community events. Assists with SEG Development, business on-site events and sign ups, and actively reaches out in the community to continue to build relationships and make connections. Maintains an expert level knowledge of all products and services offered by Notre Dame FCU and its affiliates. Actively determines members' and organizations' financial needs, requirements, and expectations in order to recommend appropriate products and solutions. Corresponds with members, businesses, nonprofit organizations, and community partners in person or via phone, email, and written communication while maintaining excellent member service standards. Effectively generates new and repeat sales by providing accurate product and technical information in a professional manner. Assists with growing consumer and commercial deposit relationships and promotes applicable loan products and financial solutions. Accurately presents rates, terms, account details, and product information in accordance with standard procedures. Ensures timely follow-up communication with members, businesses, nonprofit organizations, and community partners following outreach, meetings, events, and sales opportunities to support ongoing satisfaction and resolve any concerns. Maintains an active pipeline of prospects, referrals, outreach activity, and opportunities, and accurately completes required management reports. Proactively promotes products and services through member, business, nonprofit, and community interactions by counseling individuals and organizations regarding deposit products, loans, and other financial solutions. Assists members and organizations in opening new accounts and actively promotes checking accounts, debit card usage, related deposit products, applicable loan products, and other financial solutions. Provides referrals to other departments including but not limited to, Commercial Lending, Mortgage Department, Mission Insurance, Mission Investments, Mission Trust, and other areas of the credit union. Works closely with the VP, Director of Market Development, the West Region Market President, and the West Region team to support market growth initiatives and ensure success. Contacts new and existing members, businesses, nonprofit organizations, and community partners about products and services identified through specific marketing campaigns. Initiates calls on credit bureaus to determine additional opportunities. SUPERVISORY RESPONSIBILITIES No requirement. PERFORMANCE STANDARDS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. This position requires the knowledge and ability to identify sales opportunities, conduct effective outbound outreach, build and maintain relationships, promote credit union products and services, and contribute to the sales and growth goals and objectives of the Credit Union. A professional appearance and attitude is required. In addition, such persons must be able to generate leads, follow up on opportunities, maintain an active pipeline, and support member and organizational relationships in a timely manner. QUALIFICATION REQUIREMENTS Individual will either need to transfer or obtain a Nationwide Mortgage Licensing System & Registry (NMLS) number to comply with lending guidelines and regulations with respect to NDFCU home equity products. EDUCATION AND/OR EXPERIENCE Bachelor's degree preferred, however, an extensive financial institution background may be substituted. Must have a minimum of one (1) year experience in sales, business development, community development, financial services, or a related field with a proven track record of meeting goals. Experience working with nonprofit organizations, businesses, SEGs, or community partners preferred. Insurance license preferred. Series 63 and/or Series 7 license preferred. Intermediate level computer proficiency/keyboard skills and knowledge of CRM, account-opening, and lending-related systems is preferred. LANGUAGE SKILLS Qualified individuals must be able to read and interpret documents such as credit bureau reports, debt to income ratio reports, technical procedures, government regulations, as well as policy and procedure manuals. The ability to write routine reports and correspondence is required, along with the ability to speak effectively with borrowers and other partners of the organization. MATHEMATICAL SKILLS A qualified person must be able to solve practical problems and to deal with a variety of concrete variables in situations where only limited standardization exits. This position requires the ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. In addition this person must be able to compute rates, ratios and percents, to draw and interpret bar graphs, and to interpret a variety of instructions furnished in written, oral, or diagrams. REASONING ABILITY A qualified person must be able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written form, including but not limited to government regulations. OTHER SKILLS AND ABILITIES This position will require the use of the credit union's computer systems to support outreach, relationship management, account-opening activity, referrals, reporting, and member follow-up. In addition this person must be able to utilize a variety of software programs such as Excel, Word, Outlook, CRM tools, and other applicable sales and service systems. A qualified individual will also need the ability to utilize the credit union's core system, CRM, account-opening platforms, lending-related systems, and other ancillary software programs used to support sales, outreach, referrals, and relationship management. Must have the ability to build trust, communicate effectively, and guide conversations toward appropriate financial solutions, along with strong interpersonal and communication skills. Strong phone, written, and in-person communication skills are necessary. Ability to work in a fast-paced, self-directed environment needed. Build trust, value others, communicate effectively, drive execution, focus on the member, collaborate with others, solve problems creatively, manage time effectively, and demonstrate high integrity are all required. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by a partner to successfully perform the essential functions of this job. Reasonable accommodations may be made. While performing the duties of this job, the partner is regularly required to use hands, talk or hear, walk, sit, stand, reach, stoop, kneel, crouch or crawl. The partner must occasionally lift and/or move up to 50 pounds. Specific vision abilities include close vision, peripheral vision, and the ability to adjust focus. MENTAL DEMANDS The partner is frequently required to use alertness, precision, resourcefulness, problem solving, numeric, persuasiveness, auditory perception, memory, creativity, concentration, judgment, writing ability, reading ability, reasoning, imagination, initiative, patience, visual perception, comparing and analyzing. WORK ENVIRONMENT The work environment characteristics described here are representative of those a partner encounters while performing the essential functions of this job. Reasonable accommodations may be made. The noise level in the work environment is usually moderate. REGULATORY COMPLIANCE & CONFIDENTIALITY Follows regulatory and policy compliance requirements, which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance related Policies. Also this position requires maintaining confidentiality with regard to non-public information about our members. This job description does not imply that these are the only duties, including essential functions, to be performed by the individuals occupying this position. In addition, this job description is not an employment contract. The employment relationship with the individuals occupying this position remains at will. #J-18808-Ljbffr