Business Development Manager

The primary purpose of this position is to assist Community Credit Union of Florida (“CCU”) in living out our Mission, “ Always improve the financial well-being of our members and make a positive difference in the communities we serve ,” by delivering outstanding service to both internal and external members. The Business Development Manager delivers outstanding service to internal and external members by identifying financial needs and recommending appropriate credit union solutions.

The Business Development Manager develops and supports relationships with employers, employer groups, and community organizations to acquire new members, provide financial resources and education, promote CCU products and services, and increase brand awareness. This position serves as the primary contact for current and prospective employer groups and requires schedule flexibility, including the ability to work non-traditional hours. Community Credit Union of Florida is an Equal Opportunity Employer (EEO) and supports a drug-free workplace.

ESSENTIAL DUTIES

Business Development and Relationship Management Conduct regular business-development and sales calls with prospective organizations while strengthening relationships with existing employer groups and partners. Prepare and deliver sales presentations, engage decision-makers, and cultivate long-term partnerships. Continuously identify Bank-at-Work prospects and other credit union opportunities. Maintain an active pipeline and record activity in the credit union’s customer relationship management (CRM) system. Manage employer-group relationships through regular communication and coordinated on-site activities, including enrollment sessions, financial workshops, and presentations.

Increase awareness and membership participation by helping members access information and assistance with deposit and loan products. Identify and pursue sales opportunities by supporting the opening of deposit and loan accounts and referring mortgage and commercial opportunities to the appropriate departments. Track activities in the CRM and other approved tools, including Asana and Excel. Community Engagement, Events, and Education Represent CCU at community events and sponsorships, including public-speaking opportunities, to promote its products and services. Maintain active involvement in appropriate community organizations to strengthen CCU’s local presence.

Prepare accurate, detailed, and timely reports on employer-group development activities and membership penetration. Help plan, set up, and support internal and external marketing promotions and functions, including grand openings, annual meetings, shred days, member education, tabletop events, and staff meetings. Develop, coordinate, and present training and orientation programs for credit union, business, community, and school audiences. Deliver presentations to local organizations, including chambers of commerce, professional associations, and service groups. Program Management…

Read the full posting