Business Development Officer

There are multiple vacancies for this position and each opportunity will cover a different region. Please see below for the specific regions. 

North East (Riverside and North San Diego County) - branch territory would include Riverside County branches, Escondido, Escondido Civic, San Marcos, Carmel Mountain, Rancho Bernardo, Rancho Penasquitos, and Poway.

South West (San Diego County) - branch territory would include Solana Beach, Del Mar, UTC, Mira Mesa, Balboa-Genesee, Pacific Beach, Sports Arena, Mission Valley, and North Park.

South East (San Diego County) - branch territory would include Scripps Ranch, Kearny Mesa, Santee, El Cajon, La Mesa, College Area, National City, Eastlake, Chula Vista, and San Ysidro.

Please let us know which region or regions you would be open to on your application in the "Do you want to tell us anything else about yourself?" section. 

Position Summary

The Business Development Officer (BDO) is responsible for managing and growing the credit union’s member companies of the Premier Partner Program by developing new opportunities to promote core products and services to their employees with the overall goal of increasing membership. The BDO works closely with branch staff to coordinate events and promotions at company locations and community events. The BDO is responsible for managing relationships with branch staff, business organizations and community organizations and members of the community within their respective region. As a brand ambassador, the BDO must exhibit a professional, positive and energetic demeanor at company sponsored events and activities.

Minimum Qualifications (Education, Experience, Skills)

• Bachelor’s degree in Business, Communications, Marketing; or equivalent work experience; or 2 years of internal SDCCU experience. 
• 3 years of proven, hands-on experience in financial industry, sales, business development, marketing, or communications. 
• Prior experience with proven history of meeting defined goals and deadlines in a sales driven environment preferred.
• Demonstrated ability to assertively grow membership while representing the organization in a professional manner.
• Proven ability to foster long term professional business relationships.
• Effective interpersonal, written and verbal communication skills.
• Highly organized with the ability to prioritize work to meet deadlines.
• Capable of working independently, as well as in a collaborative team environment.
• Ability to travel to multiple locations based upon schedule. 

Essential Duties and Responsibilities

• Generate leads and acquire new organizations within assigned industries through networking and cold-calling. 
• Work with management to create a strategy to increase membership growth in assigned region.
• Write, produce and distribute regular correspondence highlighting current promotions and products and track correspondence in relationship management software. 
• Assist in the coordination and attendance of benefit fairs, seminars, Premier Partner onsites and company sponsored events.
• Work closely with branch management to create annual community outreach plan and further develop relationships with Premier Partners within their region. 
• Develop, plan and execute membership development campaigns to increase penetration levels within the existing participating companies. Demonstrate knowledge of core products and services to effectively answer questions and seek opportunities to cross-sell. 
• Create and present financial literacy materials using Microsoft Power Point to large groups of varying backgrounds and educational levels.
• Maintain accurate and up-to-date information utilizing existing CRM database.
• Stay apprised of industry and Premier Partner related news as well as the latest financial trends in the marketplace.
• Provide recommendations and work with branches to identify opportunities and engage with Premier Partners and community organizations to increase SDCCU membership. 
• Coordinate annual Premier Partner appreciation events and new branch openings. Assist managers of new and existing branch locations with business opportunities.
• Assist with community engagement and sponsorship opportunities. 
• Actively seek opportunities for improving processes, methods and products, streamline ideas and share and collaborate with team.
• Report weekly activities and results to Business Development & Community Relations Manager.
• Cultivate new relationships through attendance and participation in networking activities and events.

Other Duties and Responsibilities

• Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
• Perform other duties as assigned.

Physical Demands and Work Environment

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

The noise level in the work environment is usually moderate.