Small Business Development Officer

Peak Credit Union; Oregon; Remote; USD 83,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid time off

Job summary

Peak Credit Union is seeking a Remote Small Business Relationship Manager to develop new small business relationships and provide loans, deposits, and services to members. The role involves coordinating with branches, lenders, and marketing to drive growth, and may include community events to support business development.

The position requires at least two years of experience in business development, sales, or banking, with travel to branches as needed.

Qualifications

• Minimum of two (2) years' experience in business development, sales and/or banking.

Responsibilities

• Develops and cultivates new small business relationships and provides products and services to members including loans, deposits, and ancillary services.
• Participates in and coordinates community initiatives to support the organization’s strategic goals in the assigned region.
• Grows business membership by partnering with local branches, lending teams, business development officers, and marketing to generate leads.

Skills

Business development

Sales

Banking

Education

Bachelor's Degree in Business/Finance/Accounting/Management/Banking

Job description

To maintain a strong connection with our members and local communities and better understand their unique needs , we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience !

You will need to reside within the state of Oregon for this role.

Where You Will Work

Remote, with regular travel to branches located between Cottage Grove and Portland, Oregon. This role is expected to conduct branch visits, business member visits, and participate in community events to support business development efforts and drive pipeline growth.

Pay Range

The target annual pay range for this position is $83,424 - $94,800. The full annual pay range is $75,840 - $113,760

• Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

Job Overview

This position develops and cultivates new small business relationships and provides products and services to existing and prospective members including loans, deposits, and ancillary services. Participates in and coordinates community initiatives that support the strategic direction of the organization in the assigned region to help achieve small business goals and increases visibility of the credit union.

What You’ll Do:

• Ensures small business products are offered and provides feedback on the products to support overall strategy and goals for the small business market.
• Grows business membership by working with local branch staff, lending teams, business development officers, and marketing to generate leads and increase visibility within the assigned market.
• Builds a portfolio of small business loans and deposits within assigned area.
• Stays abreast of industry knowledge, competitive offerings, innovative products, and changes in assigned markets.
• Develops, builds, and maintains effective strategies to manage business member relationships, anticipate needs and provide a superior level of service.
• Compiles monthly and quarterly sales and activities report and presents it to the Small Business Program Manager.
• Maintains monthly, quarterly, and annual loan and deposit goals and other small business program goals as assigned by Small Business Program Manager.
• Identifies, analyzes and markets to mid-tier and large commercial deposit prospects; as well as, small business lending prospects, through a variety of networking methodologies and community involvement within the Credit Union's footprint.
• Acts as liaison with assigned credit union branches and Small Business Program Manager to assist with sales, mentorship, and training for credit union employees.
• Meets with assigned branch staff, members and prospects monthly and helps to plan business development activities/events as instructed by the Small Business Program Manager.
• Assists Small Business Program Manager with the presentation of loans to credit underwriting for approval and processing including prescreening requests to determine alignment with lending policy.
• Partners with Business Relationship Managers, Mortgage Loan Officers, Financial Advisors, and Branch Managers and refers inquiries to the appropriate department or representative and provide the necessary follow through with members and/or staff involved to ensure a seamless transition and enhanced member experience.
• All other duties as assigned.

When You'll Be Working:

Monday through Friday, 8:30 AM to 5:30 PM. This is a full-time, 40-hour-per-week position. Occasional evening and weekend hours may be required to support community events, business development activities, and member outreach.

Qualifications:

• A minimum of two (2) years' experience in business development, sales and/or banking.

Bonus Points If You Have:

• Bachelor's Degree in Business, Finance, Accounting, Management, Banking and/or related field of study.

What You’ll Bring:

• Ability to conduct business development activities.
• Ability to meet and exceed sales goals on a monthly, quarterly, and annual basis.
• Demonstrated experience in consumer and small business lending.
• Demonstrated experience working for a financial institution or similar organization.
• Excellent written and verbal communication and exceptional client service skills.
• Knowledge of client retention, building pipelines, and market growth.
• Skilled at partnering with branch teams, other departments, and business partners to achieve goals.
• Will work in Branch Space, Corporate Office, meeting with Businesses and can work remote as needed with Manager approval.

Total Rewards:

This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.

• Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.
• We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
• Employees also have access to Life and AD\&D insurance.
• Employees are able to enroll in our 401k plan.
• Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.
• Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

Peak Credit Union participates in E-Verify. We use E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States.

For more information on Right to Work, please click here: Right to Work

For more information on the Fair Chance Act, please click here: Fair Chance Act

Peak Credit Union is an Affir… All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email [e-mail].

If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail [e-mail]. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.

When you apply to a job on this site, the personal data contained in your application will be collected by Peak Credit Union. Your personal data will be processed for the purposes of managing the Credit Union’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereof, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under state and federal law. Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by the Credit Union to help manage its recruitment and hiring process. Your personal data will be retained by the Credit Union as long as the Credit Union determines it is necessary to evaluate your application for employment and as required under applicable state and federal law. Greenhouse is under contractual obligation to keep such information confidential, and the Credit Union’s privacy practices comply with all applicable state and federal laws.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Peak Credit Union ’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.