Business Development Officer

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| **POSITION PURPOSE ** |

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| | The Business Development Offic | |

| | er (BDO) is responsible for driving the growth of the credit uni | |

| | on's portfolio of business members. This position focuses on acq | |

| | uiring new business members, deepening relationships with existi | |

| | ng members, and identifying the financial needs of small and mid | |

| | -sized businesses. BDOs will also partner with local branch lead | |

| | ership to bring the value of our consumer accounts full circle. | |

| | The Officer delivers tailored banking solutions, including depos | |

| | it and lending products, cash management, and merchant services. | |

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**ESSENTIAL JOB FUNCTIONS**

• **New Member Acquisition**
• Lead strategic outreach to source new business members through networking, referrals, and local market engagement.
• Create and execute plans to expand the credit union's presence within the business community.
• Works in tandem with Community Engagement and other credit union partners when necessary to originate products and services for business and consumer leads.
• **Relationship Management & Business Development**
• Track and manage all business development activities using CRM tools; maintain updated business development plans and reports.
• Assess and enhances the success of business development strategies, recommending improvements as needed.
• Build and nurture relationships with partners and influencers to generate high-quality leads.
• Utilizes a consultative approach to their sales and service execution, ensuring that we are matching needs to solutions.
• Subject matter expert within the credit union's business and consumer product suite.
• **Strategic Initiatives & Portfolio Growth**
• Contribute to the design and implementation of business development strategies aimed at member acquisition and partnership expansion.
• Collaborate with branch managers to shape local business opportunities, pursue warm leads, and represent the credit union at business events.
• Analyze an understand business members' operating models, financial cycles, and cash flow requirements.
• Recommend customized solutions, including deposit, lending, line of credit, cash management, and merchant services.
• **Member & Community Engagement**
• Develop and deliver engaging presentations highlighting credit union membership benefits and financial wellness offerings.
• Engage in community events and initiatives to identify opportunities for new products