Business Development Representative

Pelican State Credit Union; Lafayette (LA); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Health Savings Account contributions

Employer-Paid Life Insurance

Paid Vacation & Sick Leave

15 Paid Holidays including Cultural)

401K Plan with company match

Job summary

Pelican Credit Union is hiring a Business Development Representative to secure, maintain, and grow SEG partnerships and community relationships across Acadiana regions in southern Louisiana. You will represent the credit union at events, present financial services, and manage partner interactions with your assigned territory.

The role requires strong communication, public speaking, and field travel, with a home-based component when not in the field.

Qualifications

• 1 year of experience with client relationships/management and business development.
• Prior experience in a financial institution is a plus.
• Excellent oral, written, and telephone communication skills.
• Strong public speaking and problem-solving skills.
• Knowledge of Microsoft Office products, including Word, PowerPoint, and Excel.

Responsibilities

• Contact and visit prospective members, dealers, merchants or SEG partners to present information on available services, such as deposit accounts, lines-of-credit, cash management, electronic banking, lending products, or investment services as appropriate
• Make presentations on financial services to groups to promote credit union products as needed
• Manage and maintain all current and prospective SEG Partners, merchants, and contacts assigned to your territory in department tracking tool and applicable reports
• Research the demographics of the area in which the credit union operates and determine population groups served by the credit union. Develop contact lists of potential new SEGs or members to reflect research
• Serve as the primary liaison and contact for the credit union’s existing SEGs and maintain all facets of the relationship
• Assist with planning and coordinating special events including but not limited to chamber presentations, festival booths, marketing campaigns, and workshops

Skills

Public speaking

Communication

Relationship management

Business development

Client relationships

Education

Two-year college degree in Business Administration, Marketing, Communication, or related field

Tools

Microsoft Office (Word, PowerPoint, Excel)

Job description

Our Business Development Representative is responsible for focusing on securing, maintaining, and nurturing both current and new business partnerships that we call “Select Employer Group Partners” (SEGs). This representative will attend and present at various events to our branch communities and focus on ensuring that our relationships and community outreach efforts will bring in new accounts to the credit union. They develop business and form relationships with contacts through indirect and direct sales channels. They track and report on all events and interactions with current and potential partners. The ideal candidate is a go-getter who thrives in a fast-paced environment and has a passion for serving others. Public speaking is a must! They should be comfortable working independently and as a contributing member of a team.

A Day in the Life of a BUsiness Development Representative INCLUDES:

• Contact and visit prospective members, dealers, merchants or SEG partners to present information on available services, such as deposit accounts, lines-of-credit, cash management, electronic banking, lending products, or investment services as appropriate
• Make presentations on financial services to groups to promote credit union products as needed
• Manage and maintain all current and prospective SEG Partners, merchants, and contacts assigned to your territory in department tracking tool and applicable reports
• Research the demographics of the area in which the credit union operates and determine population groups served by the credit union. Develop contact lists of potential new SEGs or members to reflect research
• Serve as the primary liaison and contact for the credit union’s existing SEGs and maintain all facets of the relationship
• Assist with planning and coordinating special events including but not limited to chamber presentations, festival booths, marketing campaigns, and workshops

Business Development Representative Skills and qualifications include:

• 1 year of experience with client relationships/management and business development
• 2-year college degree in Business Administration, Marketing, Communication, or a related field of study
  • Additional related experience may be considered in lieu of meeting education requirements

• Prior experience in a financial institution is a plus
• Excellent oral, written, and telephone communication skills
• Strong public speaking and problem-solving skills
• Knowledge of Microsoft Office products, including Word, PowerPoint, and Excel

Other things you may want to know about this position:

• Work Schedule
  • Monday – Friday
    • 8:00 am – 5:00 pm
      • The work schedule has the potential to fall outside of normal work hours to include weekends depending on SEG partner needs.
• Travel
  • Frequent and independent travel is required.
    • Reliable transportation is needed.
• Work Site Location
  • Work will be performed in the Acadiana region of southern Louisiana in indoor offices and outdoor settings at SEG partner locations.
  • When this role is not in the field, work will be completed from home.

Why should you join the pelican team?

Since 1956, Pelican Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 78,000 members nationwide. Because of our continued growth, Pelican Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.

Our culture is grounded in faith, and we strive to live the golden rule of ‘love thy neighbor’. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skill sets. We believe our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.

Our full-time employees enjoy amazing benefits including:

• Medical, Dental, and Vision Insurance with generous employer premium contributions
• Health Savings Account contributions for eligible employees
• Employer-Paid Life Insurance
• Paid Vacation & Sick Leave
• 15 Paid Holidays each year, which includes a Cultural Floating Holiday
• 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5% after 1 year of employment

Pelican Credit Union is an Equal Opportunity Employer. All Credit Union campuses are tobacco and vape-free.