Business Development Officer
Indiana Members Credit Union
Business Development OfficerThe Business Development Officer (BDO) is responsible for generating new business. This is accomplished by building and maintaining sponsor relations with key member companies and soliciting new sponsor company affiliations. The BDO will also prospect and provide leads to Commercial Services to develop new business relationships related to treasury management and commercial loans in order to meet IMCU sales goals. The position requires a highly motivated and team oriented person with a sales mentality. The position includes a base salary with incentives.Essential functions:Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.Maintain contact and build relationship with current sponsor affiliations, schools and municipalities.Sell sponsor company employees on the benefits of membership through presentations, financial literacy seminars, sign-ups, benefit fairs, etc., all with a focus on acquiring new member applications and product salesWork with branch managers in the assigned area to support member retention and drive new sign upsInitiate sales calls on the phone and in-person to sign up prospective NEW sponsor companiesProvide orientation information and marketing materials as needed to sponsor companiesMaintain CRM database of communications with sponsor companies and business clients.Generate lending leads for Branch ManagersAssist Treasury Management & Commercial Services with prospecting & outbound calls.Sell businesses on opening business accounts and loans, in addition to Health Savings AccountsCollaborate with health insurance brokers providing Health Saving Accounts to clientsAssist branches and Online Account teams with troubleshooting Health Saving AccountsAssist ATM Department and IS Department on field ATM needs.Market, track and execute all terms of affinity card contract with schools, foundations & hospitals.Entertain clients and prospects at occasional hospitality events to build client relationships and sell prospective members on the benefits of doing business with the credit unionRepresent the credit union at various sponsor, community and/or business meetings to promote the credit union and enhance new membership growth opportunitiesTrack and report results of sales and support eventsServe as liaison between the credit union foundation, membership and communityOther duties as assignedCompetencies:Adapts to change, open to new ideas and responsibilitiesCommunicates well (written and verbal), delivers presentations, has good listening skillsSkilled with computers, takes advantage of new technology, learns new tools quickly, uses technology to enhance job performanceUnderstands marketplace, works to meet prospect/customer needs, effective closing techniqueSupervisory responsibilities: NoneWork environment: Office, branches, and off-site venuesPhysical demands: Some lifting, standingTravel required: Travel will be required to different branch locations and event locations regularly, personal vehicle usage will be requiredRequired education and experience:Four year college degree with emphasis in business, marketing, or equivalent professional experienceMinimum of two years Sales and/or Marketing experience and extensive knowledge of financial institutions and products.New account & lending experience is preferred.Excellent verbal and written communication skills and accomplished at personal computer applicationsMust be a self-starter that possess the ability to work with little direct supervisionMust have a reliable vehicle and be willing to travel within the Indiana marketMust be willing to work night and weekend events as neededPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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