Business Development Officer (Select Customer),Sr. develops and implements select customer referral strategies in order to increase client satisfaction and portfolio growth for affluent professional customers. Responsible for initial relationship and follow-up with prospects. Being a Business Development Officer (Select Customer),Sr. represents the bank to current and prospective customers and communicates directly with them. Develops and executes marketing and sales strategies according to business objectives. Additionally, Business Development Officer (Select Customer),Sr. prepares and presents sales results to top management. Retains and expands existing customer relationships and acquires new customers. Typically requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Business Development Officer (Select Customer),Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Business Development Officer (Select Customer),Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Overview:
The Business Development Officer (BDO) plays a key role in helping CRCU meet its strategic membership and sales goals. In conjunction with other staff in the CRCU Business Development department, the BDO manages the credit union's relationship with key member companies within the petrochemical, educational and other selected industries and organizations within the credit union's field of membership. The BDO coordinates events and promotions at credit union and Select Employee Group (SEG) sites and other strategic locations within designated territories, and maintains accurate reports and records. This position requires a sales-focused, positive individual who is a self-starter, outgoing, high energy, and is highly motivated. A wide degree of creativity is expected, as is the ability to use prior experience to set and meet goals. This position includes a base salary and incentive potential, based upon results.
Essential Functions & Responsibilities:
Performance Measurements:
1. Meets sales goals.
2. Consistently professional dress and demeanor are expected.
3. Works as a self-starter and possess the ability to work autonomously with little to no direct supervision.
4. Willingness to work evenings, before/after the standard shift and on weekends when needed.
5. Adheres to the credit union Privacy Policy.
6. Employee shall demonstrate an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance
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Work Environment:
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
Job Type: Full-time
Pay: $45,000.00 - $50,000.00 per year
Experience:
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Willingness to travel:
Work Location: In person
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