Responsibilities (but not limited to):
- Contact businesses and SEGs through various channels (mailings, phone calls and/or personal visits) to recruit companies and employees for membership and schedule on-site visits.
- Recognize and solicit business development opportunities for credit union involvement to increase brand recognition and awareness in the local community. Participate actively in community organizations which provide networking opportunities for achieving profitable business relationships including, but not limited to community & public relations events, chamber of commerce functions, business trade associations and area networking events.
- Build strong relationships with members and employees
- Maintain in-depth product knowledge and educate the members we serve about products and promotions through various channels
- Work with our Customer Relationship Management system to implement campaigns.
- Accurately maintain the database of current and prospective partnerships as well as, monthly business development activities. Prepare monthly Business Development summary assessments and status reports of current SEG, organizations, prospects, and activities.
- Process all new membership/share applications for retail accounts which includes collecting all required documentation and maintenance of new accounts arising from business development activities. Provide ongoing member relationship management and servicing as needed.
- Assist with design and content creation of business flyers and presentations
- Represent the credit union at various events when needed
- This a great entry level opportunity for an enthusiastic individual with customer service, sales and marketing skills.
Requirements:
- HS Diploma required
- MUST HAVE A VALID DRIVERS LICENSE!
- BILINGUAL: ENGLISH/SPANISH IS REQUIRED!
- Excellent communication and interpersonal skills
- Time management skills
- Ability to cross-sell Credit Union products and services
- Technical skills should include Excel, Power Point, Google Docs & Canva
- Must have a drive to succeed and be a team player
- Some knowledge of banking products preferred
- This Full Time position is based out of our Hauppauge location and requires a flexible schedule to accommodate the needs of various site visits and events.
- Hours are Monday – Friday 8:30 am – 4:30 pm
- Full benefits include, medical, paid vacation, tuition reimbursement, 401 (K) and more
- Salary commensurate with experience
Salary: Starting at $20 per hour
Equal Opportunity Employer/disability/veteran
Full time positions include: Benefits including medical, dental, paid vacation, tuition reimbursement, 401K & more.