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Business Development Account Representative

Kalamazoo, MI | Full Time
4 Days Ago

Job Description

Description

Summary: Coordinates, advises and assists in the management of business development activities for the Credit Union. Responsible for enhancing the image of the Credit Union in both business and local communities and growing the membership through employer referrals/onsites. Oversees administration and execution of community events and sponsorships. Provides support to Marketing and Credit Union personnel as necessary. 


  

ONSITES

· Learn and execute all aspects of KEEP (Kalsee’s Employee Empowerment Program)

· Establish relationships with and deliver excellent service to company partner leadership and ERN Success Coaches

· Strong knowledge of financial services and wellness topics such as budgeting, credit scores, loan and deposit products, eServices, avoiding fraud/scams, etc.

· Prepare and give engaging group financial wellness presentations that yield business results

· One-on-one financial counseling and membership/account openings

· Cross sell other KALSEE products and services

· Participate in regular community networking activities and Employer Resource Network (ERN) meetings

· Maintain an organized report of business development engagement efforts, opportunities, and results via CRM, reviewed with Business Development Manager during regular coaching sessions

· Meet weekly sales/service activity expectations

EVENTS & SPONSORSHIP

· Coordinate planning and execution of public/private events and credit union seminars

· Transport event materials, work event booths

· Provide event content (photos, videos) to Marketing Specialist for social media

QUALITY & COMPLIANCE

· Take complete and accurate membership applications per current account opening procedures

· Continuously look for ways to better the efficiency of processes and the quality of member service

· Conduct all activities in compliance with established policies, procedures, and regulations. Regulations include but are not limited to: Bank Secrecy Act/Anti-Money Laundering/Office of Foreign Assets Control regulations

· Participate in annual training as required by the BSA/OFAC Compliance Officer

Requirements

  

· Bachelor’s degree in business or equivalent experience preferred

· 2 years of financial institution service experience preferred

· Reliability and dedication to follow-through on sales/service activities are critical

· Excellent member service and communication skills

· Driven to succeed, goal focused

· Possess a coachable spirit

· Outgoing, relatable personality

· Must be organized and manage time well and independently

· CRM experience preferred (Salesforce, etc.)

· MCUL financial counseling certification (may be obtained post-hire)

· The Member Advantage certification (may be obtained post-hire)

· Willing to work flexible hours (some evenings and weekends)

· Must present a professional image and be a proper representative of KALSEE within the community

· Physically able to transport/lift event materials and stand for long periods of time

Company Overview

  • Website kalsee.com
  • Headquarters KALAMAZOO, MI
  • Size 50 - 100
  • Founded 1954
  • Type Private
  • CEO RUDY CALLEN
  • Revenue <$5M
  • Industry Financial Services
  • About kalsee credit union
  • We believe that everyone can achieve worry-free, healthy finances. We help you grow by working with you as your financial partner and coach, helping solve problems and create solutions. Our Mission is to provide and promote a wide range of financial services to help our members gain Personal Financial Success. KALSEE is your credit union, here to meet all of your banking needs without that big bank feel. Unlike banks, we don't have stockholders. KALSEE is owned by our members, by you. We exist to help you gain personal financial success. KALSEE is a not-for-profit credit union established in K ... alamazoo, Michigan in 1954. Since then, we have grown to five branches that serve our members who live, work, or study in Kalamazoo, Allegan, Barry, Branch, Calhoun, Cass, St. Joseph, and Van Buren Counties. At KALSEE Credit Union, you are a member and an owner'not just a customer'and we make sure that's evident in our service. Our friendly staff will take the time to get to know you and your unique finances, respond to your questions, and coach you through life's financial hurdles. From checking and savings accounts to loans and financial planning, we simplify your life by making it easy to bank in one place. KALSEE Credit Union members also enjoy easy access to their finances through our five branch locations, the shared branch network, It's Me 247 Online Banking, the KALSEE mobile app, and access to over 30,000 fee-free ATMs nationwide. More

Skills for Business Development Account Representative

The job skills required for Business Development Account Representative include Business Development, CRM, Presentation, Leadership, salesforce,and Social media etc. Having related job skills and expertise will give you an advantage when applying to be a Business Development Account Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Business Development Account Representative. Select any job title you are interested in and start to search job requirements.

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Career Path for Business Development Account Representative

The following is the career advancement route for Business Development Account Representative positions, which can be used as a reference in future career path planning. As a Business Development Account Representative, it can be promoted into senior positions as a Business Development Associate II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Business Development Account Representative. You can explore the career advancement for a Business Development Account Representative below and select your interested title to get hiring information.