Business Development Officer

Join the Transcend Credit Union Team

At Transcend Credit Union, we believe banking is about people, relationships, and making a positive impact in our communities. We are seeking an energetic, relationship-driven Business Development Officer to help expand our presence throughout the community by developing strategic partnerships, increasing membership growth, and promoting the value of credit union membership.

This role is ideal for a motivated professional who enjoys networking, public speaking, building business relationships, and representing an organization in the community. If you are passionate about creating connections, driving growth, and helping individuals achieve financial success, we'd love to hear from you.

Position Summary

The Business Development Officer is responsible for developing, cultivating, and managing relationships with employer groups, business partners, and community organizations to increase awareness and utilization of Transcend Credit Union's products and services. The position serves as the primary liaison between the credit union and external partners while coordinating outreach initiatives, educational programs, community engagement activities, and membership growth opportunities.

Key Responsibilities

Business Development & Partner Relations

• Identify and cultivate new business and community partnerships.
• Develop and maintain strong relationships with existing employer groups and community organizations.
• Create opportunities to increase employee participation and member engagement.
• Maintain a consistent pipeline of prospective partners and business opportunities.
• Follow up on leads and relationship-building activities to achieve membership growth goals.

Community Outreach & Education

• Coordinate and conduct workplace financial wellness programs, employee orientations, and enrollment events.
• Deliver engaging presentations to employees, community groups, and business organizations.
• Educate potential members on credit union benefits, products, and services.
• Conduct outreach through in-person visits, phone calls, email campaigns, and networking efforts.
• Serve as a knowledgeable ambassador of the Transcend Credit Union brand.

Community Engagement & Networking

• Represent Transcend Credit Union at community festivals, networking functions, civic organizations, trade shows, and promotional events.
• Build visibility and strengthen relationships throughout the communities we serve.
• Support marketing activities and campaigns designed to increase brand awareness and membership growth.
• Participate in local business and professional associations.

Strategic Collaboration

• Partner with leadership to develop and execute strategic business development initiatives.
• Collaborate with Marketing, Retail, and Branch teams to support event planning and outreach efforts.
• Assist in creating customized marketing and educational materials for business partners.
• Share market intelligence and community feedback with leadership.

Reporting & Administration

• Maintain accurate records of business development activities, contacts, meetings, and results.
• Utilize CRM and reporting tools to track outreach efforts and business development opportunities.
• Prepare and submit weekly activity and performance reports.
• Provide administrative support related to partnership development and community outreach activities.

Compliance & Risk Management

• Ensure adherence to all credit union policies, procedures, and regulatory requirements.
• Protect confidential member and partner information.
• Maintain current knowledge of all Transcend Credit Union products, services, policies, and procedures.
• Support the organization’s commitment to security, privacy, and information protection standards.

Qualifications

Required Qualifications

• Sales experience with a proven ability to build and maintain client relationships.
• Strong interpersonal, networking, and relationship-building skills.
• Excellent verbal and written communication abilities.
• Confident and polished public speaking and presentation skills.
• Self-motivated with the ability to work independently and manage multiple priorities.
• Strong organizational skills with exceptional attention to detail.
• Proficient in Microsoft Office applications.
• Valid driver's license and reliable transportation.
• Ability to work occasional evenings and weekends as business and community events require.

Preferred Qualifications

• Bachelor's degree in Business, Marketing, Communications, Finance, or a related field.
• Three or more years of business development, outside sales, community relations, or relationship management experience.
• Previous credit union, banking, or financial services experience.
• Experience utilizing CRM systems and sales tracking tools.

What Makes You Successful in This Role

The ideal candidate will be:

• A natural relationship builder who enjoys meeting new people.
• Comfortable networking and representing the organization in public settings.
• Results-oriented with a passion for community involvement.
• Driven to achieve growth objectives while maintaining exceptional service standards.
• Professional, persuasive, and confident in group presentations.
• Able to work both independently and collaboratively across departments.

Physical Requirements

• Ability to sit, stand, walk, stoop, kneel, and crouch as needed.
• Ability to occasionally lift and carry up to 25 pounds.
• Frequent travel throughout the local market to partner locations, community events, and credit union offices.

Work Environment

• Frequent local travel required.
• Schedule may include early mornings, evenings, and weekends to support business partner events and community outreach activities.
• Training may occur at various Transcend Credit Union locations.

Why Transcend Credit Union?

At Transcend Credit Union, our mission is centered on serving our members and communities with integrity, professionalism, and care. We value team members who are respectful, resourceful, attentive, responsive, accurate, and appreciative in every interaction. If you're looking for an opportunity to make meaningful connections and contribute to the growth of an organization dedicated to helping people thrive financially, we encourage you to apply.

Transcend Credit Union is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace. Qualified applicants will receive consideration for employment without regard to any protected status under applicable federal, state, or local law. Transcend Credit Union is an E-Verify employer.

Apply today and help us build stronger relationships, stronger communities, and stronger financial futures.