Business Development Assistant

Cultivate new and maintain existing relationships for all eligible agencies/professions including public school districts; police and law enforcement; firefighters; government employees (city, county, state and federal); employees of entities receiving public tax funds, etc. Promotes products and services to these groups. Plans and implements events to promote COPFCU and its products and services

• Responsible for effectively executing opportunities for member acquisition.
• Maintains in-depth knowledge of products and services.
• Leverages current member relationships to further expand business development/sales opportunities at all levels.
• Conducts sales presentations.
• Ensures that all sales and business development interactions are professional, effective, and mutually beneficial to both the client and COPFCU.
• Serves as chief liaison with the community by participating in activities whenever deemed beneficial to the credit union (golf outings, festivals, meetings, etc., some of which may fall outside regular business hours).
• Coordinates with marketing department on marketing materials for business development purposes.
• Maintain contact list of current/potential new agencies, schools and other organizations that may utilize COPFCU’s products and services.
• Schedules appointments to meet with existing groups.
• Visits prospective agencies to present information on all available products/services
•  Responsible for community outreach including, but not limited to, agency visits, lobby displays.
• Assists with planning and coordinating special events to facilitate seminars.
• Deliver holiday gifts to business members.
• Creates and maintains a daily activity log. Tracks and analyzes results of each visit and reports results to Supervisor (Monthly).
• Assists with new accounts and ensures member requests are fulfilled in a timely manner.
• Any other duties or responsibilities management deems necessary as part of your position.

• Associate degree or bachelor’s degree in marketing, business or a related field preferred, or an equivalent combination of training and experience.
• Two or more years of sales/business development experience, preferably with a focus in banking /financial services.
• Excellent presentation skills, public speaking and professional writing abilities.
• Thorough understanding of bank/credit union sales channels, target marketing and promotions strategies. Knowledge of financial services competitive environment and industry challenges.
• Effective communication skills and the ability to build rapport with new members and current members.
• Proficiency with all Microsoft Products
• Excellent attention to detail, accuracy, and organizational skills.
• Flexibility in schedule is required due to the meeting time of certain groups/agencies (as early as 6am, and as late as 9pm)
• Valid driver's license and dependable vehicle