NorCal Regional Business Development Lead

Redwood Credit Union; California; On-site; USD 88,330 - 116,379; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Employee performance incentive plan

401(k) program with employer match

Competitive PTO accrual

Job summary

Redwood Credit Union is seeking a Business Development Officer for the Southern Region in Northern California. This position involves driving sales, establishing partnerships, and executing marketing strategies to enhance visibility and business growth.

The ideal candidate will possess five years of outside sales experience, excellent communication skills, and knowledge of the financial services industry. Compensation ranges from $88,330 to $116,379 annually, plus benefits including medical insurance and a 401(k) plan.

Qualifications

• Minimum of five years of outside sales experience in the financial services industry.
• Knowledge of Redwood Credit Union and financial institution products.
• Spanish bilingual skills preferred.

Responsibilities

• Identify and attend sales and related events to drive business.
• Prospect and close new business.
• Contribute to the Business Development Strategic Plan.

Skills

Sales cycle process

Event coordination

Customer relationship management

Oral and written communication

Organizational skills

Education

Bachelor's degree in business administration, marketing, or related field

Tools

Microsoft Office applications

CRM software

Job description

Redwood Credit Union is looking for a Business Development Officer for the Southern Region in Northern California.

The Southern Region consists of the following areas of coverage: American Canyon, Mill Valley, Napa, Novato, SF, San Anselmo and San Rafael. The ideal individual will live in one of these locations and has pre-established relationships, pipeline, and pre-established networks in the Southern Region. This position is responsible for administering, coordinating, and the execution of direct and indirect sales related activities and efforts while generating business and visibility for The Redwood Group.

Our next Business Development Officer should be a driver, who is eager to grow new business and nurture existing relationships within the areas.

Key Responsibilities

Business Development:

• Identify and attend sales and sales-like activities and events that will drive desired business to The Redwood Group
• Prospect and close new business for The Redwood Group
• Execute Membership drives, sales events, and presentations at Select Employer Group (SEG) locations and business development events
• Contribute to the development of programs, promotions, and campaigns to successfully market RCU products and services to SEGs and other audiences. Participate, sponsor and support SEG events such as benefit fairs, SEG appreciation events, etc
• Establish partnerships with employers, businesses, and organizations to promote Redwood Group products and services to their employees, members, and affiliates
• Maintain SEG database; ensure all data and input is accurate and current, and sales activities are recorded
• Prospect new, targeted SEG relationships. Complete necessary paperwork and processes to enroll and identify new SEGs in SEG database
• Initiate sales calls, visits, and mailings to existing and new SEGs
• Coordinate schedules and attendance with appropriate Redwood Group managers to attend and participate in local SEG and business development events
• Mentor and support Branch Managers, as appropriate, with all business development activities and efforts
• Contribute to the creation and execution of the Business Development Strategic Plan and annual budget
• Complete weekly, monthly, and quarterly reports and administrative tasks
• Maintain and develop relationships with Centers of Influence, business partners, and business organizations that will help drive in new business
  
  
  

Business Relations:

• Actively participate in relevant local area Chambers of Commerce, business groups, and committees that are appropriate and relevant to the goals and initiatives and will drive desired business to The Redwood Group
• Work with area Branch Managers to ensure RCU has regular attendance at Chamber and other business group networking events
• Attend relevant and appropriate luncheons, mixers, and other networking opportunities
• Suggest and coordinate effective business development related advertising and marketing within Chambers and business groups
• Coordinate and execute business expo events and similar activities that generate desired business for The Redwood Group
• Investigate, recommend, and coordinate sponsorship opportunities through the local Chambers of Commerce and business groups and speak/present at appropriate and relevant events
• Assist Regional Manager - Business Development with internal sales efforts including promotions, communication, recruiting and training team members etc
• Assist other RCU departments (including planning, execution, and/or participation) with events or functions as needed
  
  
  

Join us and discover why you'll love working at Redwood Credit Union!

ABOUT REDWOOD CREDIT UNION (RCU):

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.

Why work for Redwood Credit Union?

• 21st largest credit union in the U.S. and the largest financial institution based in the North Bay
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay 21 years in a row
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Industry leading Net Promoter Scores across the U.S
  
  
  

Minimum Qualification: Knowledge, Skills and Abilities

• Advanced skill in the sales cycle process and employment of business development tactics and methods
• Knowledge of Redwood Credit Union and other financial institution products and services
• Knowledge of business, financial conditions, and related economic trends, both in general and specifically to the assigned territory of the BDO
• Advanced skill in the operation of a PC with the use of Microsoft Office applications, including Word, Excel, and PowerPoint and CRM/Contact Management/Sales Management software in use at Redwood Credit Union
• Effective and proficient event coordination and execution skills
• Excellent oral, written, and presentation skills
• Excellent organizational and time management skills
• Ability to direct and coordinate the work of others during business development events
• Ability to prepare and perform presentations in front of both small and large audiences
• Ability to prioritize and successfully manage multiple tasks and deadlines simultaneously
• Ability to act independently and confidentially, using discretion and tact
• Ability to analyze situations and recommend solutions
• Must be highly productive while working independently
• Ability to attend morning, evening, and weekend meetings and events
• Ability to establish and maintain effective working relationships with a diverse group of people including SEG ambassadors, Chamber of Commerce, community leaders, officials, executives, and other Credit Union team members
• Ability and desire to work in a team environment
• Ability to transport trade show booth, promotional items, signage, and other on-site materials using personal vehicle
• Must maintain a valid driver’s license
  
  
  

The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree in business administration, marketing, sales, or similar, plus a minimum of five years of outside sales experience in the financial services industry. Previous Credit Union experience preferred. Spanish bi-lingual skills a plus.

Compensation: Base starting range: $88,330 to $116,379 annually commensurate with experience. (This position is also eligible for a 15% geographical differential)

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:

• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary Advancement- Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
  
  
  

RCU Discounts and Perks:

• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!
  
  
  

Physical Requirements:

• Ability to stand, bend, stoop, sit, walk, twist, turn, climb, and drive
• Ability to lift and carry 30 pounds occasionally and pull and push 50 pounds occasionally
• Ability to use all modern office equipment
• Travel, standing and/or sitting for long periods of time
• Some manual labor when setting up off-site booths
• Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
  
  
  

Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.

We are an Equal Opportunity Employer

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [e-mail]. To ensure fairness and consistency, we’re unable to respond to individual inquiries about application status.