Business Development Representative

MRA Recruiting Services; Dublin (OH); On-site; USD 37,000 - 46,000; 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

HRA Funds

EAP

Job summary

BMI Federal Credit Union (BMI FCU) in Dublin, OH is seeking a Business Development Representative to grow membership and services among PEGs and local communities. The role requires on-site presence with daily field activity, cross-selling BMI FCU products, and maintaining up-to-date CRM records.

The position includes a 40-hour weekly schedule, daytime/evening/weekend coverage, and a salary range reflective of local market rates for on-site business development roles in Ohio.

Qualifications

• Bachelor’s degree in Business, Finance, Communications, or related field preferred.
• Minimum of 3 years related experience; combo of experience and education considered.
• Valid driver’s license and auto insurance proof required.

Responsibilities

• Provide on-site support for PEGs through personal visits and calls.
• Educate prospective and current members about BMI FCU products; cross-sell.
• Maintain CRM data files and initiatives for employer and community groups.
• Work with Financial Education Specialist on PEG trends and needs.

Skills

Customer service

Sales ability

Presentation skills

Team player

Education

Bachelor’s degree in Business/Finance/Communications

Tools

CRM software

MS Office

Job description

Business Development Representative

BMI Federal Credit Union - Dublin, OH

Location: 6165 Emerald Parkway, Dublin OH 43016 (this position is 100% on-site with no options for remote work)

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

Salary Range: $26.50 To $33.50 Annually

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 community
• 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.