Business Development Representative

Hia Li; Hauppauge (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Paid vacation

Tuition reimbursement

401(K)

Job summary

A financial institution in Hauppauge, NY is seeking a Business Development Representative to connect with companies and build strong member relationships. This entry-level position is ideal for individuals with a customer service and sales background. Candidates must be bilingual in English and Spanish and possess excellent communication skills. Responsibilities include recruiting new member companies and maintaining relationships. This full-time role offers benefits including medical and paid vacation and requires a valid driver's license.

Qualifications

• Must have a valid driver's license.
• Bilingual in English and Spanish is required.
• Technical skills including Excel, PowerPoint, Google Docs, and Canva.

Responsibilities

• Contact businesses to recruit for membership.
• Build strong relationships with members and employees.
• Maintain the database of current partnerships.

Skills

Bilingual: English/Spanish

Excellent communication skills

Interpersonal skills

Customer service

Sales skills

Team player

Ability to cross-sell

Tools

Excel

PowerPoint

Google Docs

Canva

Job description

People's Alliance Federal Credit Union is looking for a Business Development Representative for our main branch in Hauppauge, NY. Energetic and enthusiastic candidates are highly encouraged to apply.

The Member Relationship Representative serves as the first point of contact for all new member companies into the Credit Union and is responsible for building and maintaining member relationships. Do you enjoy talking to people and building relationships? Our Business Development Representatives connect with companies throughout the Tri‑State area.

As a Business Development Representative, you will:

• Contact businesses and SEGs through various channels (mailings, phone calls and/or personal visits) to recruit companies and employees for membership and schedule on‑site visits.
• Recognize and solicit business development opportunities for credit union involvement to increase brand recognition and awareness in the local community. Participate actively in community organizations which provide networking opportunities for achieving profitable business relationships including, but not limited to community & public relations events, chamber of commerce functions, business trade associations and area networking events.
• Build strong relationships with members and employees
• Maintain in‑depth product knowledge and educate the members we serve about products and promotions through various channels
• Work with our Customer Relationship Management system to implement campaigns.
• Accurately maintain the database of current and prospective partnerships as well as monthly business development activities.
• Prepare monthly Business Development summary assessments and status reports of current SEG, organizations, prospects, and activities.
• Process all new membership/share applications for retail accounts which includes collecting all required documentation and maintenance of new accounts arising from business development activities. Provide ongoing member relationship management and servicing as needed.
• Assist with design and content creation of business flyers and presentations
• Represent the credit union at various events when needed

This a great entry‑level opportunity for an enthusiastic individual with customer service, sales and marketing skills.

Position Requirements:

• MUST HAVE A VALID DRIVERS LICENSE!
• BILINGUAL: ENGLISH/SPANISH IS REQUIRED!
• Excellent communication and interpersonal skills
• Ability to cross‑sell Credit Union products and services
• Technical skills should include Excel, Power Point, Google Docs & Canva
• Must have a drive to succeed and be a team player
• Some knowledge of banking products preferred

This Full Time position is based out of our Hauppauge location and requires a flexible schedule to accommodate the needs of various site visits and events.

Hours are Monday - Friday 8:30 am - 4:30 pm, flexibility for offsite visits

Full benefits include, medical, paid vacation, tuition reimbursement, 401 (K) and more

Equal Opportunity Employer/disability/veteran