Community Partnerships & Membership Growth Lead

Financial Partners Credit Union; Costa Mesa (CA); 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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Business Development Officer

Full Time Non Exempt Sales Workers Costa Mesa, CA, US

21 days ago Requisition ID: 1034

Salary Range: $80,000.00 To $100,000.00 Annually

The Business Development Officer serves as a key ambassador for Financial Partners Credit Union within our Select Employer Groups (SEGs). This role is focused on developing and strengthening employer partnerships, engaging employees through onsite events and financial wellness opportunities, identifying new business opportunities, and driving membership growth.

Through proactive outreach, relationship management, presentations, and employee engagement, the Business Development Officer helps position Financial Partners as the trusted Financial Partner at Work.

This is an active, relationship-driven role where no two days look exactly the same. One day may include meeting with an HR or benefits leader to develop a new partnership, while another may include hosting an onsite employee engagement, attending an open enrollment or benefits fair, welcoming employees at a new-hire orientation, or delivering a financial wellness seminar.

Key Responsibilities

• Represent the Financial Partners Brand: Serve as a professional and engaging ambassador for FPCU within our Select Employer Groups, creating positive experiences that strengthen our employer relationships and brand presence.
• Build & Grow SEG Relationships: Develop strong relationships with HR and benefits leaders, key decision-makers, and employees while identifying opportunities to deepen existing partnerships.
• Develop New Employer Partnerships: Prospect and build relationships with potential Select Employer Groups, communicating the value of an FPCU partnership and developing opportunities from initial outreach through enrollment.
• Bring Financial Partners to the Workplace: Represent FPCU at employer worksites, benefits fairs, new-hire orientations, open enrollments, employee engagement events, and financial wellness seminars.
• Engage & Educate Employees: Create meaningful financial conversations and connect employees with products, services, education, and resources that support their financial goals.
• Turn Relationships Into Results: Drive measurable growth through new memberships, qualified referrals, lending and deposit opportunities, and increased engagement within our SEG partnerships.
• Deliver Engaging Presentations: Lead financial wellness seminars, employee presentations, and employer partnership meetings with confidence and professionalism.
• Collaborate Across FPCU: Partner with branches, Marketing, lending teams, and other internal partners to support SEG relationships, coordinate successful events, provide warm handoffs, and deliver a consistent Financial Partners experience.

WHY JOIN FINANCIAL PARTNERS?

Financial Partners Credit Union is committed to building a workplace where employees are supported, recognized, and empowered to make a meaningful impact. We offer competitive compensation, strong benefits, career development opportunities, and a collaborative culture focused on service, growth, and community involvement.

If you enjoy connecting with people, building partnerships, and helping grow meaningful business relationships within the community, we encourage you to apply.

The pay range for this position is listed above. For this role, the range reflects base pay only. This position will also be eligible for additional incentive payments based on performance. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.

Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.