Relationship Development Representative; RDR

Description

Status: Exempt

Location: Varies

Reports To: Marketing Development Manager

Level: Non-Management

Job Summary:

The Relationship Development Representative is responsible for developing and growing new membership and business relationships through in-person visits to sheriff and police stations, federal buildings, seminars, and other community locations. This position supports marketing and business development efforts and requires strong communication skills, confidence presenting to small and large groups, experience in sales, along with the ability to build and maintain relationships with members, prospective members, ambassadors, community members, and third-party vendors.

Key responsibilities include promoting the Credit Union through participation in various public relation meetings and events such as sponsor ships, business and charitable organizations, and community activities. Events include law enforcement recruitment classes, agency functions, picnics, banquets, and Credit Union-sponsored functions.

The Credit Union’s Field of Membership includes Southern California law enforcement professionals and individuals employed in the Police Protection and Foundation Industry located in Imperial, Kern, Los Angeles, Orange, Riverside, San Bernardino, San Diego, San Luis Obispo, Santa Barbara, and Ventura counties.

Requirements

Essential Job Functions:

• Regular travel using a personal vehicle (approximately 80% of the time) and weekend event set-up and participation is required.
• Duties are performed primarily outside of the typical office setting with minimum time spent in an office environment.
• Project a professional and positive image of the Credit Union at all times.
• Recruit new members for the Credit Union and increase usage amongst current members by conducting site visits and marketing presentations.
• Generate new leads and set on-site meetings.
• Follow-up on leads, potential members, and current members through the appropriate channel of communication (i.e., phone; email; mail; in-person); recommend new strategies to increase visibility and product/service penetration at scheduled site visits and events.
• Builds and maintains relationships in the law enforcement community to generate new business and membership growth.
• Achieve established monthly goals and objectives.
• Plan and develop weekly/monthly site visits with Marketing Development Manager.
• Plan, coordinate, and implement a schedule of off-site relationship development visits encompassing all eligible agencies, to present information on available products and services.
• Present on Credit Union products and services to new recruits at various law enforcement academies, and at any other Credit Union events.
• Recommend, develop, and coordinate special events in partnership with the respective agency.
• Assist in developing and maintaining a contact management database that includes key facility contacts and any unique information pertaining to the particular facility/contact that may be useful prior to making site visit arrangements.
• Produce and submit monthly relationship development reports to management, which include costs, results, potential members, opportunities for improvement, etc.
• Adhere to Credit Union compliance, policies, procedures, and federal regulations pertaining to marketing and relationship development activities.
• Respond to member service issues in a timely manner; may need to work with other departments to resolve issues.
• Maintains current and thorough knowledge of POPA FCU products/services and those of our competitors.
• Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership.
• Track new membership accounts and account cross-sells through the relationship development function.
• Educate and promote consumer and real estate loan products to members and potential members during off-site events/visits.
• Create loan projections for members and potential members.
• Expand POPA Ambassador Program.
• All other duties as assigned or requested by Marketing Development Manager.

Qualifications:

To perform this job successfully, an individual must be able to perform each…