Business & Community Development Assistant

BMI Federal Credit Union; Dublin (OH); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) match

PTO & Holidays

Medical/Dental/Vision insurance

Wellness program

Life & Disability insurance

Educational assistance

HRA funds

EAP

Job summary

BMI Federal Credit Union (BMI FCU) in Dublin, OH, is seeking a Business Development Assistant to back the field-based team and ensure PEG reports are accurate. You will assist with community activities, vendor relationships, and promotional materials while supporting PEG visits and events.

The role involves coordinating communications, managing CRM tools, and assisting in budget tracking. A degree in business-related fields and 1–3 years in customer service or sales are preferred.

Qualifications

• Associate degree in Business, Marketing, or related field strongly preferred.
• Bachelor’s degree preferred.
• Experience in customer service, sales, or related field is required.

Responsibilities

• Print materials and facilitate Business Development mailings for events.
• Prepare promotional materials such as brochures and posters.
• Support PEG visits and maintain PEG-related records.
• Monitor and correct issues in the core system for new account reports.
• Maintain materials, inventory, pricing, and ordering.
• Develop content for Money Management Workshops and financial education programs.
• Research and manage inquiries and leads via web/phone.
• Coordinate events with VP of Business & Community Development.
• Manage relationships with charity partners and monthly giving programs.
• Manage CRM tool and assist in budget tracking.

Skills

Customer service

Sales

Social media

Communication

Attention to detail

Organization & planning

Microsoft Office

Confidential information handling

Team collaboration

Education

Associate degree in Business/Marketing or related field

Bachelor’s degree preferred

Tools

CRM software

Job description

ABOUT BMI FEDERAL CREDIT UNION (BMI FCU):

BMI Federal Credit Union is a not-for-profit financial cooperative providing banking services to our member-owners. Our goal is simple – to improve the financial well-being of our members and our community.

For 16 consecutive years (2010-2025), BMI FCU has been named a “Best Place to Work in Ohio” by the Workforce Research Group.

Benefits You’ll Love:

• 401(k) Plan with Company Match
• Paid Time Off & Paid Holidays
• Medical, Dental, and Vision Insurance
• Robust Wellness Program
• Life & Disability Insurance
• Educational Assistance
• Generous Health Reimbursement Arrangement (HRA) Funds
• Employee Assistance Program (EAP)

If you enjoy working for a smaller company and having the ability to positively affect an entire organization, then BMI FCU is the place for you!

POSITION SUMMARY:

Responsible for providing support and assistance to achieve business goals for the Business Development department. Ensure integrity of preferred employer group (PEG) reports, track and maintain necessary items for Business Development, vendor relationships. The Business Development Assistant supports the field-based Business Development Managers by providing back-up assistance in supporting PEG and community activities, as well as other functions within the Business Development department.

ESSENTIAL JOB FUNCTIONS:

• Print materials, facilitate Business Development mailings for events, and if requested at the direction of the team, call PEGs to follow-up and schedule visits
• Prepare and maintain promotional materials, such as brochures, offers, posters, and flyers
• Provide support to Business Development team for preparation of PEG visits; act as a backup for PEG visits when necessary
• Monitor and correct issues on the credit union’s core system for new account reports
• Keep Business Development materials and promotional products organized and in inventory; assist in pricing and ordering
• Maintain email lists, mailing lists, Business Development records, and files
• Support the financial education manager by assisting in developing content for Money Management Workshops and helping youth and adult financial education programs
• Research and manage business development inquiries and leads received via web/phone
• Coordinate and plan special events with the guidance of the VP of Business & Community Development
• Manage relationships with charity partners for monthly giving program and coordinate employee volunteering efforts
• Process charitable contributions, including employees’ charitable donations and the matching Ohio Credit Union League Political Action Committee (OCULPAC) contributions
• Manage the department’s customer relationship manager (CRM) tool
• Assist VP of Business & Community Development to track and monitor departmental budgets
• Manage the responsibilities of the Member Meeting Room (MMR) including but not limited to:
• MMR rental balances
• Scheduling
• Set-up
• Tear-down

WORK ENVIRONMENT:

Office environment, with some travel and outdoor work

QUALIFICATIONS AND SKILLS REQUIREMENTS:

• Associate degree in Business, Marketing, or related field strongly preferred; Bachelor’s degree preferred
• 1-3 years of experience customer service, sales, or related field required; a viable combination of experience and education will be considered
• Proficient in use of social media platforms
• A clean driving record, reliable transportation, valid driver’s license, and proof of auto insurance required
• Flexible work schedule (some early mornings, late nights, and weekend hours)
• Ability to work effectively with others at all levels across the organization
• Possess a professional demeanor
• Ability to work under minimal supervision
• Skills in effective professional verbal and written communication
• Strong attention to detail
• Proficient in Microsoft Office, general computer programs, and general office equipment
• Advanced research and problem-solving skills
• Skills in organization and planning
• Ability to receive and maintain confidential information

PHYSICAL REQUIREMENTS:

Must be able to meet the following physical requirements, with or without reasonable accommodation: 1) Sit, walk, stand, use hands to manipulate, handle, feel, and control items or equipment; 2) Reach with hands and arms; 3) Talk and hear; 4) See and be able to read, write, and interpret text, and spreadsheets; 5) Occasionally lift and move objects weighing up to 45 pounds.

As an equal opportunity employer, BMI FCU does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, childbirth and related conditions, lactation status, gender identity, sexual orientation, age, disability, veteran or military status, genetic information, or ancestry