Business Planning Sr. Specialist

Confidential

Burlington (NC)

Remote

USD 90,000 - 120,000

Full time

12 days ago

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Benefits offered by this job

Competitive base salary
Overtime pay
Regional bonus
Comprehensive benefits

Job summary

Honda Federal Credit Union is seeking a Business Development Officer to lead the Southeast region, forging executive-level relationships with Honda dealerships and driving indirect lending profitability. You will coordinate training plans, identify growth opportunities, and collaborate with management to optimize member acquisition and retention while ensuring compliance.

The role requires travel up to 50%, a bachelor’s degree, and 5–7 years in related finance roles.

Qualifications

  • Bachelor’s degree required or equivalent work experience.
  • Minimum 5–7 years of progressive experience in consumer finance, indirect lending, business development, dealership relationship management, or financial services sales.
  • Experience developing and executing business development strategies to drive loan growth, membership growth, and profitability.
  • Valid driver’s license with an approved driving record.
  • Ability to travel up to 50%, including overnight stays.

Responsibilities

  • Build and maintain executive-level relationships with dealerships, developing and implementing business and training plans to improve indirect lending profitability, member retention, and promote a positive member and dealership experience.
  • Serve as a liaison to HFCU management to identify resources and maximize branch support.
  • Research and recommend opportunities for HFCU participation in Honda Family or community events.
  • Develop and coordinate Community Social Responsibility action plans with HondaGo and Honda.
  • Participate in and lead HFCU community activities.
  • Close loans and provide additional financial services as needed.
  • Adhere to compliance policies and monitor portfolio performance and profitability.

Skills

Dealership relationships
Indirect lending
Business development
Travel up to 50%
Regulatory knowledge
Communication
Leadership presentation
Coaching dealership staff
Financial services sales
Negotiation

Education

Bachelor’s degree in business, marketing, finance, economics, or equivalent

Job description

Legal Entity:
Honda Federal Credit UnionBusiness Unit:
Honda Federal Credit UnionDepartment:
North Carolina BranchDivision:
1CUWork Location:
Honda Aero Inc. Burlington, NC OfficeShift:
1stWorkstyle:
Remote Eligible up to 20%Career Level:
4Job Grade:
Exempt-3

Job Purpose

The Business Development Officer (BDO) is responsible for Honda Federal Credit Union's (HFCU) business development activities in the Southeast region. The BDO will play an important role in ensuring HFCU's continued success and profitability in North Carolina, South Carolina, Alabama, and Georgia. They are directly responsible for developing relationships with Honda companies and dealerships’ in their assigned territory. This position serves as a liaison between HFCU and HFCU's dealership partners by developing and maintaining mutually beneficial indirect lending relationships to improve stakeholder profitability, new member accounts, and while adhering to appropriate policies, procedures, federal, and state regulations.

Key Accountabilities
  • Build and maintain executive level relationships with dealerships, developing and implementing business and training plans to improve indirect lending profitability, member retention, and promote a positive member and dealership experience.
  • Serve as a liaison to HFCU management in order to identify and provide additional resources and maximize dealership support.
  • Research and recommend opportunities for HFCU participation in Honda Family or community events.
  • Develop and coordinate Community Social Responsibility action plan in coordination with HondaGo and Honda.
  • Participate and provide leadership in HFCU community activities.
  • Build and maintain executive level with Honda companies, developing and implementing business and training plans to improve new member account production, member retention, member lending initiatives to promote a positive member experience.
  • Serve as a liaison to HFCU management in order to identify and provide additional resources and maximize HFCU branch support.
  • Support retail branch environment as business needs require by opening new member accounts, processing consumer or real estate loan applications.
  • Close loans and provide additional financial services as business needs dictate.
  • Adhere to appropriate compliance policies and procedures.
  • Monitor portfolio performance, production metrics, profitability, and business plan results.
  • Prepare and present recommendations to leadership to improve growth, member engagement, and operational effectiveness.
Qualifications, Experience, and Skills
  • Bachelor’s degree in business, marketing, finance, economics, or equivalent work-related experience
  • Minimum 5-7 years of progressive experience in consumer finance, indirect lending, business development, dealership relationship management, or financial services sales
  • Experience developing and executing business development strategies to drive loan growth, membership growth, and profitability
  • Valid driver's license with an approved driving record
  • Ability to travel up to 50%, including overnight stays
  • Working knowledge of state and federal lending regulations
  • Experience building and maintaining relationships with dealerships, business partners, and key stakeholders
  • Experience analyzing business performance metrics, market trends, and profitability data to identify growth opportunities and make recommendations
  • Strong organizational skills with the ability to multi-task
  • Self-motivated with the ability to work with minimal supervision
  • Experience presenting to leadership teams, business partners, and large groups
  • Experience training, coaching, and influencing dealership personnel or business partners on products, programs, and services
  • Familiarity with loan origination, loan accounting, application processing, and funding systems
Total Rewards
  • Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
  • Paid Overtime
  • Regional Bonus (when applicable)
  • Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
  • Paid time off, including vacation, holidays, shutdown
  • Company Paid Short-Term and Long-Term Disability
  • 401K Plan with company match + additional contribution
  • Relocation assistance (if eligible)
Career Growth
  • Advancement Opportunities
  • Career Mobility
  • Education Reimbursement for Continued Learning
  • Training and Development programs
Additional Offerings
  • Tuition Assistance & Student Loan Repayment
  • Lifestyle Account
  • Childcare Reimbursement Account
  • Elder Care Support
  • Wellbeing Program
  • Community Service and Engagement Programs
  • Product Programs

Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.

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