Relationship Development Officer

Westmark; Idaho Falls (ID); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off (3–5 weeks) & 11 paidhol

Excellent health insurance options

401k with 75% company match and 2% of?

Tuition Reimbursement & Scholarships

Employee Assistance Program (FreeCouns

Job summary

Westmark Credit Union is seeking a Relationship Development Officer to drive growth, build member relationships, and identify opportunities to expand our member base and revenue streams.

You will proactively engage with members, educate them on credit union products, and collaborate with marketing to promote campaigns and services. This role emphasizes community engagement and strong customer service.

Qualifications

• Bachelor’s degree preferred; CCUFC or MBA a plus.
• Proven experience in business development, sales, or related role.
• Strong understanding of financial products and regulatory requirements.
• Excellent communication, negotiation, and interpersonal skills.

Responsibilities

• Interact with members and potential members to build relationships and trust.
• Educate members about credit union products and services.
• Develop strategies to attract new members and retain existing ones.
• Lead outreach activities at community events and seminars.
• Collaborate with marketing to promote products and campaigns.

Skills

Sales & Negotiation

Relationship Management

Strategic Thinking

Communication Skills

Teamwork & Collaboration

Problem-Solving

Adaptability

Education

Bachelor’s degree in business/marketing/finance or related field

Tools

Microsoft Office

CRM software

Job description

Description

Discover the Westmark Difference!!

Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.

• 60 % of our employees have been part of the Westmark family for 5+ years.
• 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.
• 85% of our managers were promoted from within the company.
• Westmark has been in business since 1954 and has recently grown to over $1.6 billion in assets, 15 branches, and over 80,000 members!

We also have some of the most impressive benefits in the industry:

• Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
• Excellent health insurance options for employees and family with shared premiums
• 401k with 75% company match and 2% profit sharing contribution
• Tuition Reimbursement and Scholarships
• Employee Assistance Program (Free counseling and legal services)

Position Summary:

The Relationship Development Officer is responsible for driving business growth, fostering relationships with existing and potential members, and identifying opportunities to expand our member base and increase revenue streams.

Schedule:

Average of 40 hours per week including some evenings and weekends

Member Service:

• Proactively interact with members and potential members to build relationships of trust.
• Assist members with account inquiries, loan requests, and problem resolution by connecting them with the appropriate referred source in a timely and professional manner.
• Educate members and potential members about credit union products and services and connect them with appropriate referred sources.
• Follow up with referred members or potential members to ensure satisfaction & resolution.

Member Acquisition and Retention:

• Develop and implement strategies to attract new members to the credit union.
• Cultivate and maintain strong relationships with existing members to ensure retention and satisfaction.
• Conduct outreach activities such as community events, seminars, and networking to promote the credit union.
• Proactively engage with local businesses to promote credit union membership and encourage their employees to join.

Relationship Development & Management:

• Identify and pursue opportunities for growth through market research and analysis.
• Collaborate with internal teams to develop new products and services that meet the needs of current and prospective members.
• Explore partnerships and alliances with other organizations to expand the credit union’s reach and enhance its offerings.
• Build and maintain relationships with key stakeholders, including members, business partners, and community leaders.
• Serve as a trusted advisor to members, offering personalized financial solutions and advice.
• Act as brand ambassador for Westmark, representing its values and commitment to serving the community.
• Leverage the understanding of local and regional communities to find ways to support and execute innovative engagements to connect Westmark to key audiences.

Sales and Marketing:

• Collaborate with the Marketing team to develop and execute marketing campaigns to promote Westmark’s products and services.
• Provide support to front-line staff in selling and referring financial products and services.
• Track and analyze sales performance metrics to identify areas for improvement and optimization.
• Generate leads through various channels, including networking, referrals, and direct outreach.
• Identify opportunities to promote Westmark’s products and services to potential members and businesses.
• Work closely with the Marketing team to develop promotional campaigns and support events that drive member engagement and acquisition.

Compliance and Risk Management:

• Ensure compliance with all relevant regulations and internal policies.
• Stay updated on industry trends and best practices related to business development and financial services.
• Mitigate risks associated with new initiatives or partnerships through thorough due diligence and risk assessment.

Requirements

Qualifications:

• Bachelor’s degree in a business, marketing, finance or related field preferred, CCUFC or MBA a plus.
• Proven experience in business development, sales, or a related role, preferably withing the financial services industry.
• Strong understanding of financial products and services, as well as regulatory requirements.
• Excellent communication, negotiation, and interpersonal skills.
• Community-oriented with a passion for member service and engagement.
• Ability to work independently and as part of a team, with a focus on achieving results.
• Proficiency in Microsoft Office and CRM software.
• Self-motivated with a proactive approach to identifying and pursuing business opportunities.
• Strong organizational skills with the ability to manage multiple projects and priorities.

Key Competencies:

• Sales and Negotiation Skills
• Relationship Management
• Strategic Thinking
• Communication Skills
• Member Focus
• Teamwork and Collaboration
• Problem-Solving
• Adaptability

Physical Requirements:

• Ability to travel to various locations for meetings, events, and conferences.
• Able to sit or stand for extended periods while conducting meetings or presentations.
• Ability to lift and carry materials such as promotional items and displays, up to 25 pounds.
• Must have visual and auditory ability to perform the essential functions of the job, including computer use and interaction with others.

Westmark Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment 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