Community Partnerships & Membership Growth Lead

Financial Partners Credit Union; Costa Mesa, Northern (CA, KY); Hybrid; USD 83,000 - 123,000; Full time

Job summary

Financial Partners Credit Union in Costa Mesa, CA is seeking a Business Development Officer to build relationships with SEGs, community organizations, and business partners while expanding membership and drive growth across Southern California.

You will promote credit union products through outreach, presentations, and partnerships, organize events, and collaborate with branch teams to support local business development and member acquisition.

Qualifications

• Minimum of two years of sales experience with working knowledge of financial services, consumer credit, and lending.
• Strong networking, relationship management, and presentation skills.
• Excellent verbal and written communication skills.
• Self-motivated, organized, and results-oriented with the ability to work independently and manage time effectively.
• Proficiency with Microsoft Office applications including Word, Excel, PowerPoint, and Outlook.
• Valid driver’s license required.
• NMLS registration required upon hire.
• Bachelor’s Degree preferred.
• Healthcare industry knowledge and experience working with healthcare organizations is a plus.

Responsibilities

• Develop and grow relationships with Select Employer Groups (SEGs), community organizations, and business partners through ongoing outreach and relationship management.
• Promote Credit Union membership, products, services, and lending solutions through presentations, networking events, employee orientations, and community activities.
• Consistently achieve established sales and membership growth goals while supporting overall organizational objectives.
• Maintain and track business development opportunities using CRM tools and reporting systems.
• Organize and host business development activities and events designed to increase awareness and generate new business opportunities.
• Build strong working relationships with key business contacts, community leaders, and employer group representatives to strengthen Financial Partners’ presence in the market.
• Partner closely with branch teams and internal departments to support local business development efforts and member acquisition initiatives.
• Educate prospective and existing members on Credit Union products and services, including deposit accounts, lending solutions, mortgage products, and consumer loans.
• Assist members with opening accounts, processing consumer and mortgage loan applications, completing documentation, and funding loans as appropriate.
• Represent Financial Partners Credit Union professionally at community events, networking functions, business organizations, and industry associations.
• Demonstrate strong public speaking, presentation, communication, networking, and relationship-building skills.
• Travel throughout the local market and attend meetings or events outside normal business hours as needed to support business development efforts.
• Develop internal and external relationships that support long-term business growth and successful partnership development.
• Maintain a high level of professionalism, credibility, integrity, and business acumen in all interactions.

Skills

Sales experience

Networking

Presentation skills

Verbal & written communication

Time management

Driver’s license

Education

Bachelor’s Degree preferred

NMLS registration upon hire

Tools

Microsoft Office

Job description

Financial Partners Credit Union in Costa Mesa, CA is seeking a Business Development Officer to build relationships with SEGs, community organizations, and business partners while expanding membership and drive growth across Southern California.

You will promote credit union products through outreach, presentations, and partnerships, organize events, and collaborate with branch teams to support local business development and member acquisition.