Business Development Rep - Credit Union

Jobot; Washington (District of Columbia); On-site; USD 52,000 - 55,000; Full time

Benefits offered by this job

pension plan

401k retirement plan with employer"

education assistance

health

dental

vision

prescription drug

life insurance

AD&D

short- and long-term disability

PTO

discounts on loans

many free services

No weekends

Job summary

Jobot is seeking a Business Development Representative in Washington, DC to engage credit union members by phone and promote products that align with the credit union’s mission and values.

You will build trustful member relationships, identify financial solutions, close deals or cross-sell, open accounts, and support loan applications while collaborating with the Marketing & Business Development teams.

Qualifications

• Two-year college degree or equivalent certification/licensing or vendor training.
• Strong communication and interpersonal skills.
• Proven sales ability and problem-solving skills.
• Excellent listening, phone, and written communication; able to use computer systems.
• Self-motivated with strong business acumen.

Responsibilities

• Contact credit union members by phone to offer products and services and add value to their financial experience.
• Identify financial solutions for members through open-ended interviewing and available tools.
• Present features and benefits and close or refer (cross-sell) effectively.
• Open and close accounts; process membership applications and proper signatures.
• Interview members, evaluate and originate consumer loan applications; maintain weekly reports.

Skills

Interpersonal skills

Communication skills

Sales skills

Problem solving

Organizational skills

10-key calculator

Education

Two-year college degree or equivalent certification/licensing

Job description

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Job details:

Credit Union seeking a BD Rep for their office in DC! Great pay, benefits and stable company! Relocation available.

Salary: $52,000 - $55,000 per year

A bit about us:

Building on a tradition of excellence we serve employees, volunteers, and the families of the Department of Interior. We provide financial wellness through our commitment to customer service and a dedication to provide world‑class products and services from banking, lending, insurance, and investments.

Why join us:

• pension plan
• 401k retirement plan with employer matching
• education assistance
• health
• dental
• vision
• prescription drug
• life insurance
• AD&D
• short- and long-term disability
• PTO
• discounts on loans
• many free services
• No weekends

Job Details

Role

The purpose of the position is to support Business Development by contacting credit union members by phone and offer credit union products and services and add value to the member's overall financial experience by championing the credit union's mission, vision, and core values. Contacts will be made from strategic lead sources which identify opportunities based on the member's need.

What you will do:

• Actively seeks opportunities through outbound sales phone calls to enhance knowledge of products and services as well as member needs and notify members of opportunities available to them through the Credit Union.
• Identifies financial solutions for new and existing members through open-ended interviewing techniques and utilizing tools (e.g., the credit bureau) to identify appropriate products and services for each member.
• Presents appropriate features and benefits, explains products and services to meet identified needs.
• Asks for action and closes or refers ("cross sells").
• Opens and closes all types of accounts; accepts applications for membership and ensures that each card reflects the proper signatures.
• Interviews members, evaluates and originates consumer loan applications.
• Maintains records and reports to immediate supervisor on a weekly basis.
• Gains the trust of members by being honest, keeping commitments, sharing information, and treating them with respect; conveying information to members in a clear, compelling way that will positively affect their thoughts and actions.
• Works with existing SEGs to earn referrals for additional business.
• Supports the Marketing & Business Development Team events.

Skills:

• Education (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
• Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation.
• Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Should have strong communication skills; interpersonal and written. Good listening and telephone skills; proven sales skills; analytical and problem‑solving skills; planning and organization skills; able to operate a 10-key calculator, typewriter, and computer keyboard; able to make decisions with minimum information.
• Should be self‑motivated and have a strong business acumen.

Equal Opportunity Employer Statement

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Background Checks

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.