Business Development Specialist

Job Details

Job Location

Corporate Offices - Lexington, KY

Position Type

Full Time

Education Level

2 Year Degree

Job Category

Business Development

Description

Title : Business Development Specialist

Department : Marketing

Reports to : Business Development Manager

FLSA : Non-exempt

Job Grade : 10

Job Purpose : Identify, develop, and build strong relationships with the goal of supporting Preferred Partners and their employees, increasing financial literacy within the communities we serve, and growing UKFCU's membership base.

This role requires strong communication skills and an ability to present UKFCU's USPs to executive leaders in external organizations.

Additionally, initiative to plan, organize and execute promotional and community engagement events to increase brand awareness and promote products and services.

Essential Job Results :

JOB SPECIFIC RESULTS

Manage strategic relationships with existing Preferred Partners by initiating and maintaining regular contact to deepen relationships and create opportunities for membership growth.

Consistent communication with Preferred Partners designed to identify opportunities to drive awareness of Credit Union products and services that can support employee workforce.

Effectively communicate with Preferred Partners and community organizations through phone, email, in-office visits, on-site events, and group presentations to deliver UKFCU positioning messages, as well as financial literacy classes.

Comfort in presenting to leadership and executive-level individuals to convey the benefits of UKFCU and Preferred Partner status.

Utilize market-specific tools and other forms of research to identify prospective Preferred Partners to include in the credit union's field of membership.

Develop strategies to connect with gatekeepers and key decision-makers within an organization for the purpose of developing long-term relationships.

Seek to identify community engagement opportunities and partnerships to further the credit unions brand awareness and promote the credit union to potential members.

Community engagement opportunities may include on-site events, presentations, and volunteering.

Actively search for opportunities with educational institutions to deliver UKFCU strategies through investing in young adults and education systems.

On-site events, mentorship programs, and financial literacy presentations will allow for increased brand awareness and opportunities for membership growth.

• Coordinate and assist in the planning and facilitation of various marketing events and programs.
• Document and manage a calendar of events for business development events for allocated Preferred Partners and community organizations.
• Accurately track and report on business development activities, contact information, outcomes and report regularly to the Business Development Manager.

GENERAL MEMBER CONTACT STAFF RESULTS

• Maintains account records by updating member information as necessary.
• When directly serving members, cross-sells credit union services by answering inquiries, actively informing members of new services and product promotions, ascertaining members' needs, directing members to other staff as appropriate.

GENERAL STAFF RESULTS

• Maintains member and employee confidence and protects operations by keeping information confidential and sharing on a business-related as-needed basis only.
• Engages in problem resolution by clarifying the member's and / or employee's complaint; determining the cause of the problem;
• selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution;

and keeping the supervisor informed of problems and solutions.

• Complies with UKFCU policies and procedures by enforcing and adhering to internal UKFCU procedures and board-established policies.
• Complies with federal, state and local regulations and legal requirements by enforcing and adhering to requirements.
• Maintains professional and technical knowledge by maintaining an awareness of competitors' rates and terms, industry trends and technology;
• attending staff meetings; identifying opportunities to attend seminars that enhance skills and maintain knowledge of new products that could assist in improving operational effectiveness;

reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; and participating in professional societies.

Contributes to a team effort by accomplishing corporate and individual goals and other related results as needed.

KEY COMPETENCIES

• Professionalism in all communications.
• Commitment to the Credit Union movement and philosophy.
• Integrity in all actions.
• Ability to identify the needs of the member and provide services to meet those needs.
• Accountability to established metrics and performance goals.
• Demonstrate the following key leadership attributes : Collaboration and Teamwork, Professional Responsibility, Courage and Respect, Development of the Team, and Planning for the Future.

Qualifications

MINIMUM REQUIREMENTS

• Three to five years of similar or related experience, including business development or sales.
• A two-year college degree or equivalent in Marketing, Business Administration or similar field of study; or equivalent job-related experience providing the necessary knowledge and skills to successfully perform the job.
• Ability to communicate effectively with senior-level and executive-level individuals within the community, as well as within small, medium and large businesses.
• Financial services or credit union experience a plus.
• General PC and computer keyboarding experience.
• Requires knowledge of computer software including, but not limited to, Microsoft Office (i.e. Outlook, PowerPoint and Word), and project management software (i.e. SmartSheet.)
• Strong, friendly voice and demeanor, good diction, good public speaking ability.
• Ability to define problems, collect data, establish facts and draw conclusions while dealing with a variety of abstract and concrete variables.
• Ability to travel to businesses, campuses and other locations to facilitate marketing initiatives.
• Ability to write reports, correspondence and procedures.
• Ability to think critically and creatively.
• Ability to work independently.
• Ability to work evenings and weekends.

PHYSICAL DEMANDS :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and stand;

use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee frequently is required to walk and stand.

The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and / or move up to 25 pounds.

Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

WORK ENVIRONMENT :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee will be required to work indoors in a climate controlled office setting.

The noise level in the work environment is usually moderate.

MENTAL DEMANDS :

The mental characteristics necessary to competently perform this job include the occasional need to be persuasive, use good judgment;

and, the continuous need to use auditory perception, memory, and reasoning ability.

The intent of this job description is to provide a representative summary of the types of results that will be required of the positions given this title, and shall not be construed as a declaration of the specific responsibilities of any particular position.

Employees may be requested to perform job-related tasks other than those specifically outlined in this description.

This position allows for an optional hybrid work arrangement which includes a combination of both in-office and remote work arrangements.

Maximum of two days remote, three days in-office). To be eligible for the program, employees must complete a minimum of 90 days of continuous, regular employment, be in good standing, and submit a formal hybrid work application prior to being eligible for hybrid work, pending supervisor approval.

Work schedules will be established by the employee's supervisor according to business needs. Working locations and schedules may be altered at management discretion.