Business Development Associate

SUMMARY

Under general supervision and in compliance with Credit Union policies and procedures, perform a wide variety of duties in support of the business development and marketing facets of the credit union. This individual will assist the Business Development Specialist with all communications and training within-school Ambassadors. The position will include travel to schools within our field of membership in order to promote CU products and services, bring in new members, educate, and cross-sell to existing members through scheduling and hosting of in-school meetings.

Support of and participation in production of CU events.

• Support the Business Development Specialist with maintaining the database of all SEG schools including current list & contact information for all Ambassadors. Arrange for & train new Ambassadors as needed.
• Assist with the communications & building relationships with Teacher Union representatives to keep them informed of WCTFCU's products and services, as well as attend union functions.
• Assist in the communication with our Ambassadors and various contacts within the school districts to develop more engagement within the schools re: our products and services.
• Develop and maintain a thorough understanding of CU products & services portfolio, and special offers. Understand which products are appropriate for different life-stages & demographics, and know how to use conversational style to introduce the right products, to the right potential/current member, at the right time. Provide answers to Members' questions and follow-up with additional information when appropriate or requested.
• Assist the Business Development Specialist with scheduling and hosting virtual or in-person coffee hours, lunch visits, or informational sessions in every school, each school year; ensure that all schools are visited 1-2x each school year; optimally 2+ visits/school per school-year.
• Professionally and with solid knowledge of CU offering, represent the CU within SEG schools and various events. Communicate CU value proposition, educate regarding products and services, cross-sell to existing members, sign-up new members, open new accounts. Prepare and distribute our marketing materials, applications, premiums, etc.
• Assist in increasing member penetration in all schools, with a concentration on the schools with the least penetration.
• Collaborate with the Business Development Specialist and the Marketing Specialist on the social media calendar and create posts regarding school visits and events we are present at.
• Develop constructive relationships with peers in Member Service and Lending departments in order to efficiently facilitate new account or products orders and to promptly follow on inquires that originate through business development efforts.
• Maintain and provide reports of member cross-sales and new accounts opened.
• Attend and participate in New Teacher Orientations and Convocations at the beginning of School Year to introduce WCTFCU, sign on new members, and cross-sell from our product portfolio.
• Collaborate with the Business Development Specialist and the Marketing Specialist, and others in the production and support for member engagement events including but not limited to Annual Meetings, Ambassador Events, Shred Hunger Days, Member Appreciation Day, and Scholarship Ceremony.
• Attend school community and strategic partnership events to network, prospect, and spotlight WCTFCU products and services.
• Other duties as assigned.

No non-essential duties and responsibilities have been assigned.

None

Bachelor's Degree preferred or a combination of education and related experience.

Background in education and/or a minimum two years of sales or marketing experience preferably in financial services.

The physical demands described here are representative of those that must be met by an…