Growth & Partnerships Specialist (Hybrid/Remote)

Credit Union of Southern California; La Habra (CA); Hybride; USD 37 000 - 56 000; Plein temps

Avantages offerts par ce poste

Hybrid schedule

Résumé du poste

Credit Union of Southern California is seeking a Business Development Representative i to drive membership growth by recruiting new Members through strategic partnerships with Preferred Partners. The role emphasizes sales results, relationship building, and delivering superior service while representing CU SoCal’s brand in the community.

The position is hybrid-remote with options to work in-office or remotely; strong communication, presentation, and a proven sales record are essential to meet

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

Responsabilités

• Achieves established goals, including new Memberships, checking and loan applications.
• Promotes CU SoCal products and services to deepen Member relationships and product penetration.
• Builds and maintains strategic relationships with partner personnel through regular communication and on-site visits.
• Supports multi-channel engagement (email, phone, in-person) to meet Member needs.
• Represents CU SoCal at community events and delivers financial literacy presentations.
• Maintains current knowledge of CU SoCal products and services.
• Completes new account applications to the BD Coordinator within 24 hours.
• Prepares weekly and monthly reports and adheres to CARE 4 guidelines.

Connaissances

Sales experience

Relationship building

Public speaking

MS Office

Time management

Communication

Bilingual English/Spanish

Formation

High School Diploma or equivalent

Associates degree or equivalent experience

Outils

SEG Manager software

Description du poste

Credit Union of Southern California is seeking a Business Development Representative i to drive membership growth by recruiting new Members through strategic partnerships with Preferred Partners. The role emphasizes sales results, relationship building, and delivering superior service while representing CU SoCal’s brand in the community.

The position is hybrid-remote with options to work in-office or remotely; strong communication, presentation, and a proven sales record are essential to meet