Business Development Officer

Role:

Responsible for the management of the Business Loan portfolio. Tithe development of new business relationships with prospective members and increasing business with present members by making personal contact.

Responsibilities:

• Oversees a call program that includes contacting existing members to maintain and expand financial relationships and contacting prospective members to develop new business.
• Responsible for analysis of relevant statistics for the business development plan making recommendations to management when required.
• Develops promotional strategies to meet business development goals; develops promotional materials.
• Responsible for Credit Union personnel maintaining high product knowledge by determining and finding opportunities for learning new selling techniques, new products and market trends.
• Identifies cross-sell opportunities and cross-sell services to members through in-person sales sessions as well as by telephone, written correspondence, and external sales calls.
• Oversees training sessions for all employees to enhance their awareness of the business development plan and services available to existing and potential members.
• Represents the Credit Union at various functions to develop business relationships.
• Discusses member needs, problems, or complaints, and arranges for meetings between members or prospective members and representatives of various functional areas.
• Performs other job related duties as assigned.

Required Skills:

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
• Must have good communication skills.

Required Experience:

• Five years to eight years of similar or related experience.
• Equivalent to a college degree (BS or BA in a relevant field).

This hybrid position is located in Mt. Pleasant, WI.

Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.