Senior Business Development Representative

Cusocal; La Habra (CA); On-site; USD 41,479 - 62,804; Full time

Job summary

CU SoCal is seeking a Senior Business Development Representative to drive Membership and checking account growth within a branch footprint, expanding engagement with Community Business Partners and other strategic partners. This is an individual contributor role focused on achieving personal production goals while supporting team performance.

The position is hybrid‑remote with in-office and remote options; it requires 5+ years in business development within banking/credit unions, strong

Qualifications

• 5+ years in business development within banking/credit union.
• Experience facilitating live/recorded financial workshops.
• High School Diploma or equivalent required.

Responsibilities

• Identify and attract Preferred Partner relationships and schedule on-site visits.
• Achieve sales and Membership goals by driving new growth and opening accounts.
• Conduct Membership audits in line with policies and regulatory requirements.
• Assist Members with complex requests and ensure timely resolution.
• Promote CU SoCal products to deepen Member relationships and growth.

Skills

Sales experience

Relationship building

Communication skills

Time management

Presentation skills

Multitasking

Education

High School Diploma

Associates degree preferred

Tools

CU Force software

Microsoft Office

Job description

The Senior Business Development Representative is responsible for driving Membership and checking account growth within an assigned branch footprint by generating new Member relationships, and expanding engagement with Community Business Partners (CBPs), Preferred Partners (PPs), schools, and other strategic partners. This role is an individual contributor with no people‑management responsibilities, focused on achieving individual production goals. Additionally, the Senior Business Development Representative supports team performance through operational excellence, including account audit and compliance, reporting, process improvement, and Member service, while serving as a liaison between partners, branches, and internal teams to drive growth and ensure a seamless Member experience.

Business Hours

Monday – Friday 8:30AM – 5:30PM & Saturday 8:30AM - 1:30PM

Due to the nature of the role, this position will require schedule flexibility to participate in events during business hours, including mornings, evenings, and on weekends. This is a hybrid‑remote position with the opportunity to work in‑office, off‑site, and from home or based on business needs.

Requirements

Minimum Qualifications

• 5+ 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.
• High School Diploma or equivalent.

Preferred Qualifications

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

Driving and Insurance Coverage Requirements

• Hold a valid CA state driver’s license in good standing that is not actively suspended, revoked, or restricted.
• Have reliable personal transportation. Use of any means of public transportation or ridesharing services will not satisfy this requirement.
• Must maintain state liability auto insurance coverage with a minimum of 30/60/15 limits on the vehicle that will be used for work.
• Maintain a clean Motor Vehicle Record (MVR).

Skills and Abilities

• Working knowledge in all applicable MS Office programs (i.e., Word, Excel, Outlook, Teams, etc.).
• Excellent interpersonal, organizational, planning, verbal and written communication skills, the ability to manage multiple projects at once, attention to detail, and professional persistence are required.
• Works successfully, both independently through self‑motivation and within a team environment.
• Exercises confidentiality and discretionary judgment.
• Demonstrates comprehensive understanding of the financial services market.
• Maintains a professional appearance.
• Maintains a dependable means of transportation for frequent local travel, including evening and weekend work.
• Computer literate, ability to utilize CU Force software.
• Strong time management skills.
• Automobile insurance that includes minimum liability coverage as required by state law.
• Effectively creates and delivers oral presentations to small, mid, and large groups.
• Strong sales background with demonstrated proven results.
• Thorough knowledge of CU SoCal financial products and services.
• Thorough and accurate record keeping skills.

Essential Duties and Responsibilities

• Identify, attract and establish new Preferred Partner relationships as an exclusive credit union benefit to company employees, and schedules on‑site visits with the company.
• Achieves assigned sales and Membership goals by driving new Membership growth, opening checking accounts, and originating loan applications while consistently meeting performance targets.
• Conduct BD Membership audits in accordance with established policies, procedures, and guidelines in alignment with regulatory requirements.
• Assists Members with complex and escalated Member requests, ensuring timely and effective resolution.
• 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 (email, phone, in‑person) to support Member needs and reinforce CU SoCal’s value as an exclusive employee benefit.
• Provides daily and monthly productions stats for the team and provides direct production reports to management.
• Supports new team member onboarding through role‑related training.
• Maintain current knowledge of credit union products, services, and campaigns to effectively recommend solutions, support Member needs, and drive business growth with business and community partners.
• Develop and maintain positive relationships with local business partners as well as internal team members.
• Complete understanding and active application of the C.A.R.E.4 Guide expectations and the Brand Communication Standards accountability philosophy.
• Must be able to work a flexible hybrid schedule based on business and operational requirements. Availability to work evenings, weekends, and other non‑standard business hours may be required.
• Additional duties and responsibilities, as assigned.

We support Pay Transparency and are a pay‑for‑performance organization that benchmarks base pay to the 50th percentile of market data.

Pay Scale

Min: $30.11 / Mid: $38.45 / Max: $45.59 * an hour

*Actual compensation will be based on geographical location, work experience, education and/or skill level.

CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level of work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice.