Business Development Representative

CU SoCal; La Habra (CA); Hybrid; USD 37,000 - 56,000; Full time

Job summary

CU SoCal is seeking a driven Business Development Representative I to grow membership by recruiting new Members through strategic partnerships with Preferred Partners. The role emphasizes sales results, excellent service, and representation of the CU SoCal brand in the community.

Hybrid-remote position with in-office, off-site, and on-site options. Strong emphasis on relationship building, presentations, and meeting monthly goals while supporting financial education for Members.

Qualifications

• High School Diploma or equivalent.
• 2+ years or equivalent work experience in business development within a banking or credit union environment.
• Proven record of meeting and exceeding sales goals.
• Experience in facilitation live and recorded financial workshops.

Responsibilities

• Achieves established goals, as assigned, including establishing new Membership, checking and loan applications.
• Promotes and sells CU SoCal products and services to deepen Member relationships.
• Builds and maintains strategic relationships with key partner personnel through regular communication and on-site visits.
• Represents the credit union at civic and community events and conducts financial literacy presentations.

Skills

Sales experience

Communication skills

MS Office proficiency

Time management

Presentations

Confidentiality

Relationship building

Organizational skills

Driving

Education

High School Diploma

Associates degree

Tools

SEG Manager software

Job description

Description

The Business Development Representative is a key position responsible for growth of the credit union through the recruitment of new Members specifically through the strategic creation and cultivation of relationships with Preferred Partners (PPs) with the purpose of gaining access to many potential Members. This position demonstrates a highly motivated, positive, outgoing, influential personality with a strong emphasis on sales and results to ensure the credit union maximizes sales opportunities with current and potential Members. This position must be able to achieve established monthly goals through grit and resolve and requires superior service skills and the ability to represent CU SoCal’s brand with Members, potential Members, and the community at large.

Business Hours

Monday – Friday 8:30AM – 5:30PM & Saturday 8:30AM - 1:30PM*

*Due to the nature of the role, this position will require schedule flexibility to participate in events during business hours, including mornings, evenings, and on weekends. This is hybrid-remote position with the opportunity to work in-office, off-site and working from home or based on business needs.

Why Work at CU SoCal?

CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits and a culture like no other!

CU SoCal is a Gallup Exceptional Workplace Award Recipient

In 2026, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our third consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement.

The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team,

Requirements

Minimum Qualifications

• High School Diploma or equivalent.
• 2+ years or equivalent work experience in business development within a banking or credit union environment.
• Proven record of meeting and exceeding sales goals.
• Experience in facilitation live and recorded financial workshops.

Preferred Qualifications

• Associates degree or equivalent experience.
• Bilingual with fluency in English and Spanish to serve our Spanish speaking Members while conducting their banking business.

Driving and Insurance Coverage Requirements

This role requires driving and must meet and maintain the following requirements:

• Hold a valid CA state driver’s license in good standing that is not actively suspended, revoked, or restricted.
• Have reliable personal transportation. Use of any means of public transportation or ridesharing services will not satisfy this requirement.
• Must maintain state liability auto insurance coverage with a minimum of 30/60/15 limits on the vehicle that will be used for work.
• Maintain a clean Motor Vehicle Record (MVR).

Skills and Abilities

• Proficient in all applicable MS Office programs (i.e., Word, Excel, Outlook, Teams, etc.)
• Effectively and respectfully communicate with all levels of authority, both internally and throughout our field of Membership.
• Effectively creates and delivers oral presentations to small, mid, and large groups.
• Works successfully, both independently through self-motivation and within a team environment.
• Exercises confidentiality and discretionary judgment.
• Has in-depth knowledge of CU SoCal products and services.
• Utilizes excellent verbal and written communication skills.
• Exhibits trustworthiness by keeping all credit union Member information safe and confidential.
• Demonstrates comprehensive understanding of the financial services market.
• Works flexible hours.
• Demonstrates strong organizational and planning skills.
• Strong sales background with demonstrated proven results.
• Effective verbal and written communication skills.
• Thorough and accurate record keeping skills.
• Computer literate, ability to utilize SEG Manager software.
• Time management skills.

Essential Duties and Responsibilities

• Achieves established goals, as assigned. Goals may include, but not limited to establishing new Membership, checking, and loan applications.
• Promotes and sells CU SoCal products and services, leveraging strong interpersonal and sales skills to deepen Member relationships, increase product penetration, and contribute to overall financial growth.
• Builds and maintains strategic relationships with key partner personnel through regular communication, on-site visits, and
• multi-channel engagement (email, phone, in-person) to support Member needs and reinforce CU SoCal’s value as an
• exclusive employee benefit.
• Supports a consistent brand image for CU SoCal. Represents the credit union at civic and community events.
• Conducts and supports group presentations on financial literacy, with emphasis on credit union product and service solutions.
• Builds relationships with Community Business Partners (CBPs) to assist with achieving established goals.
• Maintains current knowledge of CU SoCal’s products and services.
• Secures and delivers completed new account applications to the BD Coordinator within 24 hours of receiving paperwork, handling sensitive Member data as outlined in the Team Member Handbook.
• Completes weekly and monthly reports in a timely manner.
• Complete understanding and active application of the C.A.R.E. 4 Guide expectations and the Brand Communications Standards Accountability Philosophy.
• Must be able and available to work a “hybrid” schedule, per business operations requirement, as needed.
• Additional duties and responsibilities, as assigned.

Pay Scale: Min. $27.12 / Mid. $34.31 / Max. $40.37* per hour

*Actual compensation will be based on geographical location, work experience, education and/or skill level.

CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice.

We foster an environment and culture where ideas and decisions from all people help us grow, innovate, and fulfill our mission of Building Better Lives.