Business Development Officer - Solano, SF, Marin & Napa Counties

Redwood Credit Union; California; Sur place; USD 88 330 - 116 379; Plein temps

Avantages offerts par ce poste

Medical, dental, and vision insurance

Employee performance incentive plan

401(k) program with employer match

Competitive PTO accrual

Résumé du poste

Redwood Credit Union is seeking a Business Development Officer for the Southern Region in Northern California. This position involves driving sales, establishing partnerships, and executing marketing strategies to enhance visibility and business growth.

The ideal candidate will possess five years of outside sales experience, excellent communication skills, and knowledge of the financial services industry. Compensation ranges from $88,330 to $116,379 annually, plus benefits including medical insurance and a 401(k) plan.

Qualifications

• Minimum of five years of outside sales experience in the financial services industry.
• Knowledge of Redwood Credit Union and financial institution products.
• Spanish bilingual skills preferred.

Responsabilités

• Identify and attend sales and related events to drive business.
• Prospect and close new business.
• Contribute to the Business Development Strategic Plan.

Connaissances

Sales cycle process

Event coordination

Customer relationship management

Oral and written communication

Organizational skills

Formation

Bachelor's degree in business administration, marketing, or related field

Outils

Microsoft Office applications

CRM software

Description du poste

Redwood Credit Union is looking for a Business Development Officer for the Southern Region in Northern California. The Southern Region covers American Canyon, Mill Valley, Napa, Novato, SF, San Anselmo and San Rafael. The ideal candidate will live in one of these areas and will have pre-established relationships and networks in the region. This position is responsible for administering, coordinating, and executing direct and indirect sales activities while generating business and visibility for The Redwood Group.

Key Responsibilities

• Identify and attend sales and related events that drive desired business to The Redwood Group.
• Prospect and close new business for The Redwood Group.
• Execute membership drives, sales events, and presentations at Select Employer Group (SEG) locations and business development events.
• Contribute to the development of programs, promotions, and campaigns to market RCU products and services to SEGs and other audiences, including sponsorship and support of SEG events such as benefit fairs and appreciation events.
• Establish partnerships with employers, businesses, and organizations to promote Redwood Group products and services to their employees, members, and affiliates.
• Maintain the SEG database with accurate, current data and record all sales activities.
• Prospect new, targeted SEG relationships, complete necessary paperwork, and enroll new SEGs in the database.
• Initiate sales calls, visits, and mailings to existing and new SEGs.
• Coordinate schedules and attendance with Redwood Group managers for local SEG and business development events.
• Mentor and support Branch Managers with business development activities and efforts.
• Contribute to the creation and execution of the Business Development Strategic Plan and annual budget.
• Complete weekly, monthly, and quarterly reports and administrative tasks.
• Maintain and develop relationships with Centers of Influence, business partners, and business organizations that help drive new business.

Business Relations

• Actively participate in local Chambers of Commerce, business groups, and committees relevant to the company's goals and initiatives.
• Work with area Branch Managers to ensure RCU has regular attendance at Chamber and other business group networking events.
• Attend luncheons, mixers, and other networking opportunities.
• Suggest and coordinate effective business development related advertising and marketing within Chambers and business groups.
• Coordinate and execute business expo events and similar activities that generate desired business.
• Investigate, recommend, and coordinate sponsorship opportunities through local Chambers of Commerce and business groups and present at appropriate events.
• Assist Regional Manager – Business Development with internal sales efforts, including promotions, communication, recruiting, and training of team members.
• Assist other RCU departments with events or functions as needed.

Minimum Qualifications

• Advanced skill in the sales cycle process and employment of business development tactics and methods.
• Knowledge of Redwood Credit Union and other financial institution products and services.
• Knowledge of business, financial conditions, and related economic trends specifically to the assigned territory.
• Advanced skill in operating a PC using Microsoft Office applications (Word, Excel, PowerPoint) and CRM/Contact Management/Sales Management software used at Redwood Credit Union.
• Effective and proficient event coordination and execution skills.
• Excellent oral, written, and presentation skills.
• Excellent organizational and time‑management skills.
• Ability to direct and coordinate the work of others during business development events.
• Ability to prepare and perform presentations in front of small and large audiences.
• Ability to prioritize and manage multiple tasks and deadlines simultaneously.
• Ability to act independently and maintain confidentiality, using discretion and tact.
• Ability to analyze situations and recommend solutions.
• Must be highly productive while working independently.
• Ability to attend morning, evening, and weekend meetings and events.
• Ability to establish and maintain effective working relationships with a diverse group of people including SEG ambassadors, Chamber of Commerce members, community leaders, officials, executives, and Credit Union team members.
• Ability and desire to work in a team environment.
• Ability to transport promotional items, signage, and other on‑site materials using personal vehicle.
• Must maintain a valid driver’s license.

The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, marketing, sales or a related field, plus a minimum of five years of outside sales experience in the financial services industry. Previous Credit Union experience is preferred. Spanish bilingual skills are a plus.

Compensation

Base starting range: $88,330 to $116,379 annually, commensurate with experience. This position is also eligible for a 15% geographical differential.

Benefits

• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary advancement – merit increase based on performance
• 401(k) program with employer match
• Competitive PTO accrual plus 11 paid company holidays and birthday off

Physical Requirements

• Ability to stand, bend, stoop, sit, walk, twist, turn, climb, and drive.
• Ability to lift and carry 30 pounds occasionally and pull and push 50 pounds occasionally.
• Ability to use all modern office equipment.
• Travel, standing and/or sitting for long periods of time.
• Some manual labor when setting up off‑site booths.
• Redwood Credit Union does not offer visa transfers or sponsorships for this position.

We are an Equal Opportunity Employer.