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Business Development Consultant I

Company: Foothill Credit Union
Location: Arcadia
Posted on: September 15, 2022

Job Description:

Description:

Business Development Consultant l

Founded in 1958, Foothill is a not-for-profit, member owned $720 million-strong cooperative financial institution serving more than 30,000 members. Our focus is to provide quality member service to our 280+ SEGs, including six hospitals, fourteen school districts and two colleges.

Serving our members with excellence and exceeding expectations is at the forefront of our business, and we can happily share that Foothill has been ranked a five-star financial institution by Bauer Financial**. Bauer only recommends institutions with four and five star ratings. We are amongst the highest of our peers.

Foothill Credit Union is a community advocate and strives to partner with other businesses and organizations dedicated to community involvement. We often participate in events and fundraising efforts benefiting the schools and organizations we serve in order to give back to our members and community.

Awards:

CUNA 2021 Member Benefits Top Performance for delivering a direct benefit of $690 per member household.

Essential Duties and Responsibilities for the Business Development Consultant l

Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Initiate and maintain regular contact with both core and non-core SEGs and schedule on-going visits and presentation to promote Credit Union membership

Help plan and coordinate special events to include, but not limited to, community events, annual meeting, membership events, etc.

Researches all SEG and chambers we serve for community events for involvement and participation

Identify new business opportunities to grow membership

Along with Director of Business Development & Community Relations creates business development campaigns to introduce new products / services or increase members' usage of existing services

Open new accounts and loans on Symitar/Meridian Link and follow-up sales calls with strong product and service recommendations as well as benefit statements for all products and services provided

Works as liaison with Chamber of Commerce

Submits suggestions and ideas for improving efficiency, productivity, and results of Business Development efforts

Develop tracking reports necessary to show all SEG, educational contacts, and business member products/services and penetration results based on the initiatives of this position. Provides monthly status report of contacts made

Actively involved with youth educational programs such as the Money101, Auto Buying 101 and Credit 101 presentations and Bite of Reality events

Work with teachers at school SEGs to implement and strengthen the Everfi At School program

Coordinates and plans seminars and financial literacy events with our SEG partners.

Routinely listens to determine the best product(s) or service(s) for the member; provides our members with information concerning Credit Union eligibility, loan and share products and other related services, effectively cross sells, educate members and ask for business; accurately opens share, checking, certificates, loans, and other service accounts

Data input of SEG information into the ACT program

Ensure compliance with the credit union policies and procedures in all job-related functions

All employees must embrace and foster an environment that supports our mission and core competencies

Other Skills and Abilities

Comfortable with presenting materials in front of large groups of people.

Demonstrated ability to prepare clear and concise written recommendations

Demonstrated aptitude to troubleshoot issues as they arise in a timely manner

Demonstrated project management skills with successful implementation

Knowledgeable of Microsoft Office programs with strong Excel skills

Maintain a working knowledge of policies, procedures, agreements, and laws necessary to perform job duties effectively

Ability to prioritize, adapt to change, and efficiently handle a variety of tasks in a busy and dynamic work environment

Ability to work with diverse personalities and populations

Able to lead through influence in a collaborative environment by motivating

A valid California Class C Driver License, a method of transportation when needed to carry out job-related essential functions, and at least minimum automobile insurance coverage as required by the State of California

Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin,

religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Requirements:

College degree preferable or equivalent combined education and work experience of a minimum of three years--additional college coursework in business or finance preferred

1-3 years of related experience in a financial institution (Credit Union preferred)

Thorough knowledge of Credit Union services and products

PI190937973

Keywords: Foothill Credit Union, Arcadia , Business Development Consultant I, Professions , Arcadia, California

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