Business Development Representative

BMI Federal Credit Union; Dublin (OH); On-site; USD 71,000 - 84,000; Full time

Benefits offered by this job

401(k) Plan with Company Match

Paid Time Off & Paid Holidays

Medical, Dental, and Vision Insurance

Robust Wellness Program

Life & Disability Insurance

Educational Assistance

HRA Funds

Employee Assistance Program

Job summary

BMI Federal Credit Union in Dublin, OH is seeking a Business Development Representative to grow membership and product adoption in local markets. This on-site role requires visiting employers, engaging PEGs, and representing BMI FCU at community events, with a typical 40-hour week and daytime/evening/weekend shifts.

Qualifications include a Bachelor’s degree and at least 3 years of related experience, a valid driver’s license, and strong sales and communication skills.

Qualifications

• Bachelor’s degree in Business, Finance, Communications, or related field preferred.
• 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.

Responsibilities

• 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
• Educate prospective and current members about BMI FCU products; cross-sell
• Maintain up-to-date data files and initiatives on all employer and community groups through the CRM system
• Work with PEGs and community groups at orientations, benefit fairs, lunch and learns, and charitable events
• 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

Skills

Sales

Customer service

Oral presentations

Communication skills

Teamwork

Problem solving

Education

Bachelor’s degree in Business, Finance, Communications, or related field

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Business Development Representative

Full Time Sales Dublin, OH, US

2 days ago Requisition ID: 1056

Salary Range: $34.00 To $40.25 Hourly

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.

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 16 consecutive years (2010-2025), 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)
• 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.