Relationship Development Officer

We are hiring a Relationship Development Officer.

Qualifications

• Competitive pay and bonuses based on experience and qualifications.
• Full-time and part-time member services employees receive comprehensive benefits including health, dental, vision, 401k, 12 paid holidays, birthday paid day off, PTO starting day one, additional PTO when volunteering in the community, competitive tuition reimbursement.

A DAY IN THE LIFE AS RELATIONSHIP DEVELOPMENT OFFICER

The primary function of the Relationship Development Officer is outside sales. They cultivate relationships with businesses to bring employees and business accounts/loans to the credit union. They work closely with branches for leads but must also develop independent leads. They will have a monthly goal for the number of new accounts and will be accountable to meet or exceed this goal.

They possess confidence, charisma, determination, and a positive attitude to increase new credit union members and maintain strong relationships with members and credit union employees.

Essential Functions & Responsibilities

• Bring new members to the credit union by meeting with businesses and introducing credit union products and services to both the business and its employees, working with branch managers and employees to develop new client relationships.
• Advocate, organize and execute networking activities for new member acquisition and maintenance of current relationships, increasing the credit union’s image and visibility with all publics, community organizations, and related constituents.
• Maintain a complete database of assigned accounts and viable prospects within assigned goals under the direction of the business services manager, keeping management informed with activity and results reports.
• Help resolve questions, requests, complaints, and problems from business members and credit union employees.
• Perform special projects as assigned.

Experience

Two+ years of previous relationship development and/or sales experience. Sales history of high sales goals met consistently. Ability to navigate Excel.

Education

High school or equivalent. Valid driver’s license.

Interpersonal Skills

A significant level of trust and diplomacy is required, in addition to normal courtesy, tact, and communication skills. 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 becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills

Ability to work independently with limited supervision.

Physical requirements:

Ability to lift equipment up to 25 pounds for on location events. Must have a well maintained, reliable vehicle and be willing to travel to conduct credit union business. Work environment:
No hazardous or significantly unpleasant conditions (such as in a typical office).

READY TO JOIN OUR EXCEPTIONAL BANKING TEAM? If you feel that you would be right for this member services position, please fill out our initial 3-minute, mobile-friendly application.