Business Development Coordinator

Business Development Coordinator initiates, coordinates and conducts Sales activities.

ESSENTIAL FUNCTIONS include the following. Other duties may be assigned.

• Support the business development plan in effort to expand credit union membership within the defined geographical area. Assign or personally call on prospects as directed. Coordinate sales activities within the defined area.
• Create a yearly partner activity calendar (Financial Education, Webinars, Onsite visits etc.).
• Create content and materials for monthly/quarterly targeted campaigns for partners per Marketing approval. 
• Keeping track of open enrollments, employee celebrations, holidays and corporate activities for partners. 
• Work closely with Sr. Business Development Manager and is second point of contact for all partnerships. 
• Act as company brand ambassador to ensure cobranded efforts that best support credibility at corporate partner. 
• Plan, facilitate, and execute promotional and educational on-site events, targeted campaigns and other programs which increase member participation and engagement. 
• Develop with marketing to create timelines, collateral and messaging for partners 
• Develop and maintain a potential member contact database including names, phone numbers, dates, and other key contact information. 
• Keep informed of competitors’ strengths and weaknesses. 
• Develop and maintain a good working relationship with other key credit union employees, including Business Development Managers, Director-Branch Operations, Regional Managers, and frontline employees. 
• Maintain tracking programs via Tableau to measure success criteria.

STANDARDS OF PERFORMANCE:

• Complies with Bank Secrecy Act/Anti-Money Laundering/CIP (U.S. Patriot Act) procedures and policies. 
• Provides members with courteous, friendly service, which exceeds their expectations while processing transactions promptly, efficiently, and accurately. 
• Follows Wings Financial CU’s “Standards of Professionalism” to represent the credit union to members in a professional manner through written and verbal communications, attitude, business attire, work area, and thorough knowledge of our products and services. 
• Meets individual quality service goals as identified in your performance action plan. 
• Be an effective team member through cooperation, flexibility, dependability, attendance, lack of tardiness and participation at meetings and training. 
• Accurately applies technical job knowledge and skills to complete all work in a timely manner in accordance with policies, procedures and regulatory requirements while managing varying degrees of work.

SUPERVISORY RESPONSIBILITIES: None.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION and EXPERIENCE:

• Four-year college degree preferred. 
• Minimum 3-5 years sales and experience or demonstrated sales aptitude. 
• Member Service Experience Preferred 
• Strong personal projection and confidence. 
• Excellent organizational skills. 
• Superior verbal skill and writing ability. 
• Microsoft Windows and Microsoft Office proficiency. 
• Demonstrated ability to manage third-party software systems. 
• Training experience desirable. 
• Some travel required