Hybrid-Remote Membership Growth Specialist

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

Résumé du poste

CU SoCal is hiring a Business Development Representative i to grow Membership through strategic partnerships. You will recruit Members and cultivate relationships with Preferred Partners, driving sales and achieving monthly goals with a strong customer service focus.

The role is hybrid-remote with in-office and community event engagement. Candidates should have 2+ years in biz development in banking/credit union and a proven sales record.

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.

Responsabilités

• Achieves established goals, as assigned. Goals may include, but not limited to establishing new Membership, checking, and loan applications.
• Promotes and sells CU SoCal products and services, leveraging strong interpersonal and sales skills to deepen Member relationships, increase product penetration, and contribute to overall financial growth.
• Builds and maintains strategic relationships with key partner personnel through regular communication, on-site visits, and multi-channel engagement to support Member needs.
• Represents the credit union at civic and community events.
• Conducts and supports group presentations on financial literacy, with emphasis on CU SoCal products and services.
• Maintains current knowledge of CU SoCal's products and services.
• Completes weekly and monthly reports in a timely manner.

Connaissances

Sales

Spanish bilingual

MS Office

Communication

Formation

High School Diploma

Associates degree (preferred)

Outils

SEG Manager

Description du poste

CU SoCal is hiring a Business Development Representative i to grow Membership through strategic partnerships. You will recruit Members and cultivate relationships with Preferred Partners, driving sales and achieving monthly goals with a strong customer service focus.

The role is hybrid-remote with in-office and community event engagement. Candidates should have 2+ years in biz development in banking/credit union and a proven sales record.