Relationship Development Officer

Relationship Development Officer

Discover the Westmark Difference! Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities, and exceptional work/life balance.

· 60% of our employees have been part of the Westmark family for 5+ years.

· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.

· 85% of our managers were promoted from within the company.

· Westmark has been in business since 1954 and has recently grown to over $1.6 billion in assets, 15 branches, and over 80,000 members!

We also have some of the most impressive benefits in the industry:

· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.

· Excellent health insurance options for employees and family with shared premiums

· 401k with 75% company match and 2% profit sharing contribution

· Tuition Reimbursement and Scholarships

· Employee Assistance Program (Free counseling and legal services)

Position Summary:

The Relationship Development Officer is responsible for driving business growth, fostering relationships with existing and potential members, and identifying opportunities to expand our member base and increase revenue streams.

Schedule:

Average of 40 hours per week including some evenings and weekends

• Proactively interact with members and potential members to build relationships of trust.
• Assist members with account inquiries, loan requests, and problem resolution by connecting them with the appropriate referred source in a timely and professional manner.
• Educate members and potential members about credit union products and services and connect them with appropriate referred sources.
• Follow up with referred members or potential members to ensure satisfaction & resolution.

• Develop and implement strategies to attract new members to the credit union.
• Cultivate and maintain strong relationships with existing members to ensure retention and satisfaction.
• Conduct outreach activities such as community events, seminars, and networking to promote the credit union.
• Proactively engage with local businesses to promote credit union membership and encourage their employees to join.

• Identify and pursue opportunities for growth through market research and analysis.
• Collaborate with internal teams to develop new products and services that meet the needs of current and prospective members.
• Explore partnerships and alliances with other organizations to expand the credit union's reach and enhance its offerings.
• Build and maintain relationships with key stakeholders, including members, business partners, and community leaders.
• Serve as a trusted advisor to members, offering personalized financial solutions and advice.
• Act as brand ambassador for Westmark, representing its values and commitment to serving the community.
• Leverage the understanding of local and regional communities to find ways to support and execute innovative engagements to connect Westmark to key audiences.

• Collaborate with the Marketing team to develop and execute marketing campaigns to promote Westmark's products and services.
• Provide support to front-line staff in selling and referring financial products and services.
• Track and analyze sales performance metrics to identify areas for improvement and optimization.
• Generate leads through various channels, including networking, referrals, and direct outreach.
• Identify opportunities to promote Westmark's products and services to potential members and businesses.
• Work closely with the Marketing team to develop promotional campaigns and support events that drive member engagement and acquisition.

• Ensure compliance with all relevant regulations and internal policies.
• Stay updated on industry trends and best practices related to business development and financial services.
• Mitigate risks associated with new initiatives or partnerships through thorough due diligence and risk…