B2B Business Development Officer - South Pittsburgh Region

OBJECTIVE

The B2B Business Development Officer (BDO) is responsible for driving membership growth, Clearview Partner Program development (also referred to as Select Employer Groups “SEG’s”), and consumer wallet share expansion within an assigned geographic territory supporting designated financial center locations. This role serves as the primary owner of Clearview Partner Program relationships and is accountable for executing a disciplined business development strategy that generates new memberships, deepens existing relationships, and contributes to the overall growth objectives of the credit union.

The BDO operates as a strategic partner across the organization, collaborating closely with Financial Centers, Commercial Lending, Treasury Management, Marketing, and Community Impact teams to deliver comprehensive financial solutions to businesses and their employees. Through proactive prospecting, relationship management, community engagement, and consultative selling, the BDO enhances the credit union’s visibility, strengthens employer partnerships, and drives sustainable growth across multiple business lines.

Monday-Friday, generally 8:30am-5:00pm; evening and weekend hours based on departmental needs, event schedules, and/or networking functions.

• Bachelor’s degree in Business, Marketing, Communications, or related field preferred; equivalent experience considered.
• 2+ years of outside sales, business development, or relationship management experience required (financial services preferred).
• Proven ability to prospect, build pipelines, and close business relationships.
• Experience managing employer relationships, partnerships, or SEG-type programs preferred.
• Strong knowledge of consultative sales techniques and relationship‑based selling.

• Highly motivated, self‑directed, and results‑oriented.
• Strong interpersonal and relationship‑building skills; approachable, relatable, and referable.
• Excellent communication, presentation, and negotiation skills.
• Ability to influence decision‑makers and overcome objections.
• Strong organizational and time management skills with the ability to manage a territory effectively.
• Proficiency with CRM systems (e.g., Salesforce) and Microsoft Office.
• Ability to work independently with limited supervision while contributing to a collaborative team environment.

• Willingness to travel throughout assigned territory and surrounding financial center markets.
• Ability to attend networking and community events outside of standard business hours.
• Valid driver’s license and reliable transportation.
• Lift heavy (50lbs).

• Own and manage an assigned territory, aligning efforts with designated financial center locations and local market opportunities.
• Develop, maintain, and grow a portfolio of Clearview Partner Program relationships, serving as the primary relationship manager.
• Identify, prioritize, and onboard new partnerships to drive membership growth and product adoption.
• Establish and execute territory‑based business development plans aligned with organizational goals.

• Prospect, develop, and manage a robust pipeline of business opportunities using CRM tools.
• Conduct regular outbound sales activities including cold calling, networking, referrals, and in‑person visits.
• Deliver compelling presentations to business owners, HR leaders, and decision‑makers to secure partnerships.
• Meet or exceed monthly and annual sales goals related to membership growth, product penetration, and relationship expansion.
• Drive consumer wallet shares by promoting relevant credit union products and services to partner employees.

• Deepen relationships within assigned Clearview Partner Program partners to increase engagement, utilization, and retention.
• Coordinate on‑site and virtual engagement opportunities including financial wellness seminars, onboarding sessions, and benefit enrollments for Partner Program organizations and their employees.
• Act as a trusted advisor to business partners by understanding their…