Business Development Officer (Select Customer),Sr. jobs in Santa Ana, CA

Role

Delivers on Southland’s core purpose by helping give the Credit Union a financial edge by solidifying and nurturing relationships with the credit union’s select employer groups (SEGs). Accountable for contributing to the Credit Union's success through Member Acquisition and Loan Growth that positions the Credit Union as the financial institution of choice for retail/financial customers in the Credit Union's markets.

Major Duties and Responsibilities

• Primary accountability for meeting or exceeding credit union growth goals for membership, loans, and deposits as established with your manager.
• Partners with sponsor groups to promote the value of Credit Union membership to their employees, developing new members from new and existing SEGS as well as local businesses through a variety of methods, including but not limited to, prospecting, cold/warm calling, referrals, open enrollments, employee meetings, and new employee orientation programs. Maintains and grows relationships with current members through pro-active activities consistent with its mission.
• Calls on and develops a referral network with real estate brokers, business/professional associations, accountants, lawyers, etc. to solicit lending and deposit relationships. Conducts effective networking, outreach strategies and on-site visits to determine the business' feasibility and SEG needs.
• Contributes to the formulation, coordination, and implementation of the Credit Union's sales plans, goals and objectives.
• Performs other duties as assigned.

Knowledge and Skills

• Experience:  At least two years of progressively responsible experience in outside sales or business development within a business enterprise; or an equivalent combination of training and experience.

• Education:  Graduation from a four-year college or university with major course work in business,finance/accounting, marketing, or a closely related field; or an equivalent combination of training and experience.

• Interpersonal Skills:  The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust.  Obtaining cooperation (internally and/or externally) is an important part of the job.

• Other Skills: The knowledge, skills and abilities necessary to successfully fulfill the accountabilities illustrated in this position description.

   

                      This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Salary Pay Scale:  $48,000.00 anually plus commissions

Target compensation range:$60-$90k (annually)

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