Business Development Operations Jr. Lead/Lead

OE Federal Credit Union; Livermore (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Pension plan

Life Insurance

AD&D

Paid holidays

Paid time off

401(k) plan

Employee loan discounts

Casual dress code

Job summary

OE Federal Credit Union seeks a Business Development Operations Lead to partner with the Business Development Manager to optimize processes for unions. You will own onboarding, contract strategy, and cross-functional collaboration while ensuring regulatory compliance.

The role requires travel to events, strong communication skills, and deep knowledge of union operations. Join a labor-based credit union with extensive benefits and a member-first mindset.

Qualifications

• Requires an associate degree with 4+ years in a similar role or a HS diploma with 6+ years in a lead role.
• Flexible schedule including early mornings, late evenings, and weekends.
• Strong communications, presentation, and networking abilities.
• Proficient in PC software and Microsoft Office suite.
• Valid driver’s license and knowledge of Symitar core systems.

Responsibilities

• Standardize and optimize onboarding of new unions and track KPI metrics.
• Serve as operational liaison for products and tools for union partners.
• Develop and manage union contract strategy and related processes.
• Travel to in-person events to promote the credit union and support members.

Skills

Interpersonal communication

Verbal communication

Written communication

Public speaking

Networking

MS Office (Excel, Word, PowerPoint)

Driver's license

Education

Associate degree

High School Diploma/GED

Tools

JHA Symitar

Job description

Join the Best “UNION” Credit Union Around!

In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on the foundation of union pride, OE Federal is a 1.4 billion company and the country’s largest labor-based credit union serving more than 115,000 members nationwide!

Our People Make the Difference!

Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire a Business Development Operations Lead!

Your Purpose

Partner with the Business Development Manager in the creation, implementation, ongoing ownership and continuous improvement of new Business Development processes, systems, and tools to optimize the department and drive long-term success while ensuring that OE Federal remains within regulatory compliance. Serve as the primary organizational point of contact for union operational needs to ensure we have a consistent approach to union business. These activities will be carried out in a way that helps the credit union achieve its targeted business objectives.

What You'll Do

To perform this job successfully, you must be able to perform each essential duty satisfactorily under indirect supervision

• Standardize, own, and continually optimize team methodology for onboarding new unions in concert with the broader organization, KPI metrics scorecard for all our union relationships, inventory control processes, and where/how union relationship information is captured and stored.
• Serve as the Business Development operational liaison for new (or existing) products and solutions that may be rolled out to union partners in the future. Provide union-based feedback and make recommendations to cross-functional owners of these products and tools.
• Manage and evolve our OE Federal contract strategy with unions to optimize impact for OE Federal - including critical aspects such as vacation pay timing, escheatment approach, fee structure, etc. Create a strategic plan to update existing contracts without impacting relationships.
• Travel to and attend in-person functions, such as meetings, picnics and sport tournaments to promote the credit union and support the interests of our membership.
• Collaborate seamlessly with colleagues from across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships internally and externally.
• Develop and maintain a comprehensive understanding of the credit union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures and current promotions.
• Keep current with the union construction trade industry and potential credit union field of membership growth opportunities.
• Perform other related duties as assigned.

Ideal Candidate Will Possess

• Associates degree in an applicable field AND minimum 4 years of work experience in a similar role OR High School Diploma/GED AND minimum 6 years of work experience in a Lead-level role.
• Ability to maintain a flexible work schedule, including early mornings, late evenings and weekends.
• Excellent interpersonal, verbal, written communication skills.
• Excellent presentation, public speaking and networking skills.
• Proficiency with PC, Microsoft windows software, Excel, Power Point, Word.
• Valid state issued driver’s license.
• Proficiency with JHA Symitar required.

Salary Range $

OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Livermore, California. The salary range will adjust to the applicant's work location. In addition to competitive salaries

We Offer Superior Benefits

• Medical, dental and vision benefits that cover the employee, spouse and dependents
• Retiree medical benefits
• A defined benefit Pension Plan with 100% employer contributions of $7.57/hour
• $10,000 Life Insurance
• $5,000 Accidental Death and Dismemberment
• 11 1/2 Paid Holidays per year
• 17 days of Paid Time Off (PTO) to start
• Annual Performance Bonus Program - Up to 5% of employee’s annual base paid on December 15thof each year
• A 401(k) plan
• OE Federal Membership for you and your Family
• Employee loan discounts
• Casual dress code