Business Development Representative

Provide on-site support for PEGs through personal visits, telephone calls, and correspondence and keep representatives supplied with the materials they need to inform their employees about the credit union Support PEGs and community groups at their: Orientations Benefit fairs Lunch and learns Charitable events Educate prospective and current members about products and services that BMI FCU offers; cross-sell Maintain up-to-date data files and initiatives on all employer and community groups through the Customer Relationship Management (CRM) system Work with the Financial Education Specialist regarding trends and needs of PEGs related to financial wellness issues Provide recommendations and feedback on financial wellness content and efforts at employer and community groups Assist in planning and coordinating events for PEGs and events in the community Prepare monthly reports outlining PEG program activities and expenses Represent the Credit Union at employer, community and charitable events; assist in planning and implementing appropriate activities at these events; transport related materials and supplies to such events as needed Partner with Marketing and the Business Development Coordinator to design and produce recruitment pieces to increase membership with existing PEGs Assist the VP of Business & Community Development in researching and soliciting new PEGs as potential credit union partners Assist with the development of new opportunities to deliver actionable strategic initiatives Serve as a liaison between the Credit Union and PEGs to resolve problems or situations that arise Backup VP of Business & Community Development as required The functions, responsibilities, qualifications and requirements listed above represent the essential functions of the job, which the employee must be able to perform, with or without reasonable accommodation.

The listed Job Functions do not necessarily include all the related activities that the incumbent may perform. This position description is not intended to be limited in its scope and the responsibilities and duties described herein are subject to change, amendment or modification, at any time, at the sole discretion of BMI Federal Credit Union.