Business Development Officer

Louisville, KY, US

At Transcend Credit Union, we believe banking is about people, relationships, and making a positive impact in our communities. We are seeking an energetic, relationship-driven Business Development Officer to help expand our presence throughout the community by developing strategic partnerships, increasing membership growth, and promoting the value of credit union membership.

This role is ideal for a motivated professional who enjoys networking, public speaking, building business relationships, and representing an organization in the community. If you are passionate about creating connections, driving growth, and helping individuals achieve financial success, we'd love to hear from you.

The Business Development Officer is responsible for developing, cultivating, and managing relationships with employer groups, business partners, and community organizations to increase awareness and utilization of Transcend Credit Union's products and services. The position serves as the primary liaison between the credit union and external partners while coordinating outreach initiatives, educational programs, community engagement activities, and membership growth opportunities.

• Identify and cultivate new business and community partnerships.
• Develop and maintain strong relationships with existing employer groups and community organizations.
• Create opportunities to increase employee participation and member engagement.
• Maintain a consistent pipeline of prospective partners and business opportunities.
• Follow up on leads and relationship-building activities to achieve membership growth goals.

• Coordinate and conduct workplace financial wellness programs, employee orientations, and enrollment events.
• Deliver engaging presentations to employees, community groups, and business organizations.
• Educate potential members on credit union benefits, products, and services.
• Conduct outreach through in-person visits, phone calls, email campaigns, and networking efforts.
• Serve as a knowledgeable ambassador of the Transcend Credit Union brand.

• Represent Transcend Credit Union at community festivals, networking functions, civic organizations, trade shows, and promotional events.
• Build visibility and strengthen relationships throughout the communities we serve.
• Support marketing activities and campaigns designed to increase brand awareness and membership growth.
• Participate in local business and professional associations.

• Partner with leadership to develop and execute strategic business development initiatives.
• Collaborate with Marketing, Retail, and Branch teams to support event planning and outreach efforts.
• Assist in creating customized marketing and educational materials for business partners.
• Share market intelligence and community feedback with leadership.

• Maintain accurate records of business development activities, contacts, meetings, and results.
• Utilize CRM and reporting tools to track outreach efforts and business development opportunities.
• Prepare and submit weekly activity and performance reports.
• Provide administrative support related to partnership development and community outreach activities.

• Ensure adherence to all credit union policies, procedures, and regulatory requirements.
• Protect confidential member and partner information.
• Maintain current knowledge of all Transcend Credit Union products, services, policies, and procedures.
• Support the organization’s commitment to security, privacy, and information protection standards.

• Sales experience with a proven ability to build and maintain client relationships.
• Strong interpersonal, networking, and relationship-building skills.
• Excellent verbal and written communication abilities.
• Confident and polished public speaking and presentation skills.
• Self-motivated with the ability to work independently and manage multiple priorities.
• Strong organizational skills with exceptional attention to detail.
• Proficient in Microsoft Office applications.
• Valid driver's license and reliable transportation.
• Ability to work occasional evenings and weekends as business and community events require.

• Bachelor's degree in Business, Marketing, Communications,…