Hybrid Business Development & Member Growth Pro

CU SoCal; La Habra (CA); Hybrid; USD 37,000 - 56,000; Full time

Job summary

CU SoCal is seeking a driven Business Development Representative I to grow membership by recruiting new Members through strategic partnerships with Preferred Partners. The role emphasizes sales results, excellent service, and representation of the CU SoCal brand in the community.

Hybrid-remote position with in-office, off-site, and on-site options. Strong emphasis on relationship building, presentations, and meeting monthly goals while supporting financial education for Members.

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.

Responsibilities

• Achieves established goals, as assigned, including establishing new Membership, checking and loan applications.
• Promotes and sells CU SoCal products and services to deepen Member relationships.
• Builds and maintains strategic relationships with key partner personnel through regular communication and on-site visits.
• Represents the credit union at civic and community events and conducts financial literacy presentations.

Skills

Sales experience

Communication skills

MS Office proficiency

Time management

Presentations

Confidentiality

Relationship building

Organizational skills

Driving

Education

High School Diploma

Associates degree

Tools

SEG Manager software

Job description

CU SoCal is seeking a driven Business Development Representative I to grow membership by recruiting new Members through strategic partnerships with Preferred Partners. The role emphasizes sales results, excellent service, and representation of the CU SoCal brand in the community.

Hybrid-remote position with in-office, off-site, and on-site options. Strong emphasis on relationship building, presentations, and meeting monthly goals while supporting financial education for Members.