Business Development Rep - Credit Union

Jobot; Washington (District of Columbia); On-site; USD 52,000 - 57,000; Full time

Benefits offered by this job

Pension plan

401k with employer matching

Education assistance

Health insurance

Dental insurance

Vision insurance

Prescription drug coverage

Life insurance

AD&D

Short-term disability

Long-term disability

PTO

Loan discounts

Free services

No weekends

Job summary

Jobot is seeking a Business Development Representative in Washington, DC. The role focuses on outbound sales to identify member needs and promote credit union products. You will present features and benefits, close opportunities, and help members open accounts or originate loans.

The position offers comprehensive benefits, relocation is available, and the company emphasizes ethical service and ongoing referrals with the Marketing & Business Development team.

Qualifications

• Requires a two-year college degree or relevant certification.
• Strong communication and interpersonal skills are essential.
• Ability to identify member needs and present suitable financial products.

Responsibilities

• Actively makes outbound sales calls to identify member needs.
• Identifies financial solutions for members using available tools.
• Asks for action and closes sales or refers when appropriate.
• Opens and closes accounts and processes loan applications.
• Maintains weekly activity reports for supervisor.
• Builds trust through honest, clear communication.

Skills

Outbound sales

Interpersonal skills

Communication skills

Sales skills

Problem solving

Planning and organization

Technology literacy

Education

Two-year college degree or certification

Job description

Job details

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

Salary: $52,000 - $57,000 per year

Benefits

Comprehensive benefits package which includes a pension plan AND 401k retirement plan with employer matching, education assistance, health, dental, vision, prescription drug, life insurance and AD&D, short- and long-term disability, PTO, discounts on loans and many free services. No weekends.

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.

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.

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.