Business Development Representative

MRA - The Management Association; Dublin (OH); On-site; USD 27,000 - 34,000; Full time

Benefits offered by this job

401(k) Plan with Company Match

Paid Time Off & Paid Holidays

Medical, Dental, and Vision Insurance

Wellness Program

Life & Disability Insurance

Educational Assistance

Generous HRA Funds

Employee Assistance Program (EAP)

Job summary

BMI Federal Credit Union (BMI FCU) seeks a Business Development Representative to grow membership and products with PEGs in Dublin, OH. The role focuses on on-site engagement, events, and strategic outreach to employers and communities.

The position requires a 3+ year track record in financial services, strong communication and sales skills, and the ability to work a varied schedule including some evenings and weekends. Salary is competitive for the market.

Qualifications

• Bachelor's degree in Business, Finance, Communications, or related field preferred.
• A minimum of 3 years of related experience; combination of experience and education will be considered.
• Clean driving record, reliable transportation, valid driver's license, and proof of auto insurance.
• Ability to work a varied schedule including mornings, evenings, and weekends.
• Knowledge of financial products, services, and policies.
• Strong customer service and sales skills.
• Excellent oral presentation skills.
• Strong problem-solving and organizational abilities.

Responsibilities

• Provide on-site support for PEGs through personal visits, telephone calls, and correspondence and keep representatives supplied with materials to inform their employees about the credit union.
• Support PEGs and community groups at orientations, benefit fairs, lunch and learns, and charitable events.
• Educate prospective and current members about BMI FCU products and services; cross-sell.
• Maintain up-to-date data files and initiatives on employer and community groups via CRM.
• Collaborate with the Financial Education Specialist on trends and needs of PEGs related to financial wellness.
• Provide recommendations on financial wellness content for employer/community groups.
• Plan and coordinate events for PEGs and community events.

Education

Bachelor's degree in Business, Finance, Communications, or related field preferred

Job description

Business Development Representative
BMI Federal Credit Union
Dublin, OH

Salary Range: $26.50 To $33.50 Annually

Location: 6165 Emerald Parkway, Dublin OH 43016

Schedule: Includes daytime, evening, and weekend work totaling approximately 40 hours per week.

This position is 100% on-site with no options for remote work

ABOUT BMI FEDERAL CREDIT UNION (BMI FCU):

BMI Federal Credit Union is a not-for-profit financial cooperative providing banking services to our member-owners. Our goal is simple - to improve the financial well-being of our members and our community.

For 17 consecutive years (2010-2026), BMI FCU has been named a "Best Place to Work in Ohio" by the Workforce Research Group.

Benefits You’ll Love:

• 401(k) Plan with Company Match
• Paid Time Off & Paid Holidays
• Medical, Dental, and Vision Insurance
• Robust Wellness Program
• Life & Disability Insurance
• Educational Assistance
• Generous Health Reimbursement Arrangement (HRA) Funds
• Employee Assistance Program (EAP)

If you enjoy working for a smaller company and having the ability to positively affect an entire organization, then BMI FCU is the place for you!

POSITION SUMMARY:

This position is responsible for growing the Credit Union by increasing the number of Members and the number of products and services for Members, Preferred Employer Groups (PEGs), and with the communities BMI FCU serves. Responsible for identifying, generating, and supporting new Members, PEGs, and soliciting in target markets by maximizing visibility and providing Member satisfaction. Provide friendly, professional, support, and monitor the implementation of growth opportunities and responsive service while representing BMI FCU. This position backs-up other functions within Business Development.

ESSENTIAL JOB FUNCTIONS:

• Provide on-site support for PEGs through personal visits, telephone calls, and correspondence and keep representatives supplied with the materials they need to inform their employees about the credit union
• Support PEGs and community groups at their:
  • Orientations
  • Benefit fairs
  • Lunch and learns
  • Charitable events
• Educate prospective and current members about products and services that BMI FCU offers; cross-sell
• Maintain up-to-date data files and initiatives on all employer and community groups through the Customer Relationship Management (CRM) system
• Work with the Financial Education Specialist regarding trends and needs of PEGs related to financial wellness issues
• Provide recommendations and feedback on financial wellness content and efforts at employer and community groups
• Assist in planning and coordinating events for PEGs and events in the communityn
• Prepare monthly reports outlining PEG program activities and expenses
• Represent the Credit Union at employer, community and charitable events; assist in planning and implementing appropriate activities at these events; transport related materials and supplies to such events as needed
• Partner with Marketing and the Business Development Coordinator to design and produce recruitment pieces to increase membership with existing PEGs
• Assist the VP of Business & Community Development in researching and soliciting new PEGs as potential credit union partners
• Assist with the development of new opportunities to deliver actionable strategic initiatives
• Serve as a liaison between the Credit Union and PEGs to resolve problems or situations that arise
• Backup VP of Business & Community Development as required

WORK ENVIRONMENT:

Outdoors, local travel, and some office environments

QUALIFICATIONS AND SKILLS REQUIREMENTS:

• Bachelor's degree in Business, Finance, Communications, or related field preferred
• A minimum of 3 years of related experience; a viable combination of experience and education will be considered
• A clean driving record, reliable transportation, valid driver's license, and proof of auto insurance required
• Ability to work a varied work schedule (some early mornings, late nights, and weekend hours)
• Knowledge of financial industry products, services, and policies
• Ability to stay up-to-date with promotions, products, and services
• Skill in customer service and sales strategy
• Skill in oral presentations
• Critical thinking and problem-solving skills
• Ability to organize, plan, meet deadlines, and follow through
• Ability to deal with others with courtesy, tact, and effectiveness - a customer service orientation/ philosophy
• Ability to receive and maintain confidential information
• Ability to work effectively on an individual basis and as part of a team
• Desire to continually learn
• Effective and professional communication skills (verbal, written, and visual)
• Professional and proficient phone etiquette
• Proficient in Microsoft Office, general computer programs, and general office equipment

PHYSICAL REQUIREMENTS:

Must be able to meet the following physical requirements, with or without reasonable accommodation: 1) Sit, walk, stand, use hands to manipulate, handle, feel, and control items or equipment; 2) Reach with hands and arms; 3) Talk and hear; 4) See and be able to read, write, and interpret text, spreadsheet, and financial documents; 5) Frequently lift and move objects weighing up to 50 pounds.

As an equal opportunity employer, BMI FCU does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, childbirth and related conditions, lactation status, gender identity, sexual orientation, age, disability, veteran or military status, genetic information, or ancestry.