Business Development Rep- CENLA/North LA Regions

La Capitol Federal Credit Union; Louisiana; On-site; USD 60,000 - 80,000; Full time

Job summary

La Capitol Federal Credit Union seeks a proactive Business Development Representative for the CENLA/North LA Regions. You will drive membership growth through outreach, presentations, and cross-selling of financial services in a community-focused role.

You will manage SEG relationships, maintain CRM records, analyze outreach effectiveness, and participate in local events. Travel and overnight stays are required to fulfill business development and member engagement responsibilities.

Qualifications

• Bachelor’s degree preferred.
• Minimum of three years in business development, strategic account management, or outside B2B sales.
• Experience in financial services, contract negotiations, or the sports industry is a plus.
• Must be able to travel and stay overnight as necessary.

Responsibilities

• Develop contact lists of potential SEGs and members.
• Manage SEG database and distribute marketing materials.
• Present information on services to groups and promote credit union products.
• Attend community meetings and trade associations to develop prospects.
• Cross-sell products to meet member and SEG needs.
• Maintain monthly statistics for marketing reports.
• Provide outstanding member service through multiple channels.

Skills

Sales process

Communication

Event planning

Financial literacy

Data analysis

Negotiation

HubSpot

PowerPoint

Outlook

Education

Bachelor’s Degree

Tools

HubSpot

PowerPoint

Outlook

CRM systems

Job description

Business Development Rep- CENLA/North LA Regions

La Capitol FCU is currently seeking a Business Development Representativefor the CENLA/North LA Regions.

The Business Development Representative will enjoy the challenge of participating in the presentation, promotion, and expansion of credit union membership, along with the responsibility of sales and marketing duties, including community outreach efforts. The Business Development Representative will achieve this through the implementation of new programs to increase membership, visibility, and relationships. The position requires high energy and enthusiasm to provide membership information, promote products and services, and acquire new members.

This position will be the face of the credit union in the community. They must represent the credit union’s brand publicly and live up to our service promises in their conduct.

Essential Duties and Responsibilities:

Develop contact lists of potential new Select Employer Groups (SEGs) and members in the credit union’s field of membership.

Manage SEG database by functioning as liaison for existing SEGs, creating correspondence, and distributing marketing materials for assigned programs.

Contact and visit prospective members and SEGs to present information on available services, such as savings accounts, lines of credit, cash management, electronic banking, lending products, and investment services, as appropriate.

Attend various meetings in the community and/or trade associations to develop new business prospects and promote the credit union.

Make presentations on financial services to groups to promote credit union products and financial literacy.

Contact potential member base in a variety of methods: via telephone, site visits, letters, emails, and direct mail campaigns.

Maintain and keep the CRM (HubSpot) up to date.

Analyze the methods that are successful in developing business and the products that best meet member needs.

Promote all products and services with cross-selling to meet member and SEG needs.

Maintain and compile monthly statistics for presentation in related marketing reports.

Assist in facilitating all credit union-related functions and events.

• Provide outstanding member service in a timely manner through multiple channels including but not limited to email, face-to-face interaction, and telephone.
• Accept accountability, maintain accuracy, and ensure security of member information.

Perform all other duties as determined by the supervisor to be necessary to the efficient and profitable operation of the credit union.

Travel time and overnight stays will be required.

Understand compliance issues and attend training as they relate to credit union services, including, but not limited to: Bank Secrecy Act, Reg P, and Patriot Act

Required Knowledge, Skills and Ability:

Understand credit union business objectives.

Understand and demonstrate the sales process for gaining new business.

• Identify opportunities for business growth and optimize marketing strategies.
• Develop an in-depth knowledge of company offerings, pricing, and structure.

Excellent verbal and written communication skills

Ability to organize events.

Ability to lead and teach financial literacy courses in person and online.

Implement business plans.

Ability to open accounts and take loan applications.

Understand member service standards and provide a high level of service.

Negotiate contractual marketing agreements and be able to follow through on obligations.

Ability to collect and analyze data.

Knowledge and ability to operate a Personal Computer and use PC applications including HubSpot, Microsoft products including PowerPoint, Outlook, and other systems.

Moderate knowledge of design elements.

Education and/or Experience:

• Bachelor’s Degree (B.A.) or equivalent from a four-year accredited college or technical school preferred.
• Minimum of three years of experience in business development, strategic account management, or consultative sales within an outside business-to-business environment.
• Experience in financial services, contract negotiations, or the sports industry is a plus.
• Must be able to travel and stay overnight as necessary to fulfill business development and member engagement responsibilities.

Fax

225.342.5067

Mail

La Capitol Federal Credit Union is an Equal Opportunity Employer.