Business Development Officer

Location:

4645 N. 32nd Street, Suite A100, Phoenix, AZ, 85018, United States

Employee Type:
Exempt

This position is a sales-focused, outbound business development role responsible for identifying, developing, and growing relationships with members, businesses, nonprofit organizations, SEGs, and community partners of Notre Dame Federal Credit Union. This position will actively seek referrals, follow up on new leads, identify sales prospects, initiate outbound calls, and represent the credit union in the market to increase awareness, deepen relationships, and support market growth.

This position will assist with consumer and commercial deposit growth, promote applicable loan products and financial solutions, and may assist members and organizations with opening new accounts. This position will actively contribute to the achievement of sales and service goals while supporting member satisfaction, revenue generation, and the establishment of long-term member and community relationships.

• Actively identifies and develops new sales opportunities with members, businesses, nonprofit organizations, SEGs, and community partners to support market growth.
• Initiates outbound calls, follows up on leads, seeks referrals, and identifies sales prospects in order to strengthen relationships and increase Notre Dame FCU's overall share in the market.
• Develops sales strategies, maintains and expands referral sources, and participates in community and organizational activities to enhance visibility and growth within the market.
• Represents the credit union at off-site events, office tabling opportunities, business on-site events, Lunch and Learns, networking commitments, SEG events, nonprofit events, and community events.
• Assists with SEG Development, business on-site events and sign ups, and actively reaches out in the community to continue to build relationships and make connections.
• Maintains an expert level knowledge of all products and services offered by Notre Dame FCU and its affiliates.
• Actively determines members' and organizations' financial needs, requirements, and expectations in order to recommend appropriate products and solutions.
• Corresponds with members, businesses, nonprofit organizations, and community partners in person or via phone, email, and written communication while maintaining excellent member service standards.
• Effectively generates new and repeat sales by providing accurate product and technical information in a professional manner.
• Assists with growing consumer and commercial deposit relationships and promotes applicable loan products and financial solutions.
• Accurately presents rates, terms, account details, and product information in accordance with standard procedures.
• Ensures timely follow-up communication with members, businesses, nonprofit organizations, and community partners following outreach, meetings, events, and sales opportunities to support ongoing satisfaction and resolve any concerns.
• Maintains an active pipeline of prospects, referrals, outreach activity, and opportunities, and accurately completes required management reports.
• Proactively promotes products and services through member, business, nonprofit, and community interactions by counseling individuals and organizations regarding deposit products, loans, and other financial solutions.
• Assists members and organizations in opening new accounts and actively promotes checking accounts, debit card usage, related deposit products, applicable loan products, and other financial solutions.
• Provides referrals to other departments including but not limited to, Commercial Lending, Mortgage Department, Mission Insurance, Mission Investments, Mission Trust, and other areas of the credit union.
• Works closely with the VP, Director of Market Development, the West Region Market President, and the West Region team to support market growth initiatives and ensure success.
• Contacts new and existing members, businesses, nonprofit organizations, and community partners about products and services identified through specific marketing campaigns.
• Initiates calls on credit bureaus to determine additional…