Business Development Specialist
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Job Description
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Position Summary
As a Business Development Specialist in the credit union industry, this position plays a crucial role in driving the growth and success of our financial institution. The position is responsible for identifying and cultivating new business opportunities, expanding our membership base, and enhancing relationships with existing members. The role is responsible for researching market trends, competitors, products, and services and developing and implementing effective strategies to increase Wellby’s brand awareness and sales. The Business Development Specialist will personally manage and grow a portfolio of smaller Premier Partners (Select Employee Groups)—focusing on developing new business relationships with current and prospective Premier Partners and local businesses and evaluating the outcomes of their actions.
Principle Duties and Responsibilities
Willingness and ability to exhibit Wellby Core Values every day.
Works purposefully and is driven to provide the best team member experience.
Establishes and maintains a positive relationship by creating an exceptional experience and making the member feel valued.
Researches, identifies, and pursues new Select Employer Groups (“SEGs”) (50+ employees) to add the Field of Membership (“FOM”).
Conducts cold calls to target and secure meetings and proposals for new opportunities.
Identifies key SEGs with the FOM and schedules activities to generate memberships and product usage.
Maintains frequent contact with targeted member base to expand member relationships, ensure member retention, and meet financial goals and objectives.
Coordinates with Retail Branch locations for planned SEG visits and prospecting efforts.
Maintains relationships by ensuring the Wellby Financial SEGs and business partners have appropriate marketing materials, campaign information, and financial information to promote Wellby Financial to their team members.
Facilitator with a dynamic approach to educating our Select Employee Groups on financial literacy topics.
Identifies opportunities to increase involvement in business development activities.
Represents Wellby Financial during community projects and public, social, and business gatherings.
Continuously scan the financial and corporate wellness environment for emerging trends, best practices, and opportunities.
Foster a performance culture to deliver positive outcomes across the organization.
Excellent written and verbal communication with extremely high attention to detail and an expert at time management.
Utilize CRM and department calendar to track engagements, contacts, and outreach efforts.
Provide monthly reports and feedback to management regarding performance and results.
Demonstrated success in establishing new relationships with businesses with initiative to achieve goals and have a high energy level.
Performs other duties as assigned.
Knowledge, Skills, and Abilities (KSA)
Knowledge of Wellby’s organizational functions and general operating policies and procedures.
Knowledge of business English, spelling, and punctuation.
Knowledge of retail product philosophy, banking industry best practices, and regulations.
Knowledge of personal computer, utilizing Microsoft Office Suite and other software.
Skilled in high-level customer service practices.
Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.
Skilled in solid influence skills.
Ability to work outside of business hours, occasional evenings or weekends, to attend events or meetings.
Ability to assess business and customer needs and implement successful solutions using creativity, innovation, and judgment.
Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Ability to communicate clearly and concisely, orally and in writing.
Ability to be trustworthy and act with integrity.
Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
Ability to coordinate several concurrent activities simultaneously.
Ability to exercise independent judgment.
Supervisory Responsibilities
The team member does not have supervisory responsibilities.
Complexity & Scope of Work
The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
The team member performs a number of routine and generally related tasks without supervisory direction.
Courses of action are determined by established procedures and/or the Relationship Manager.
The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
The team members use independent judgment in making decisions.
Physical Demands & Work Environment
The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time, in addition to standing for long periods. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the branch; and attending possible onsite and offsite meetings.
The team member must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with vendors, members, management, and other team members.
The ability to observe details at close range (within a few feet of the observer).
Must be able to occasionally lift items weighing up to 25 pounds across the branch and load them onto shelves for various needs.
The noise level in the work environment is usually moderate.
Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.
Must be able to travel 75% within the Greater Houston Metro and surrounding areas.
Minimum Qualifications
High School Diploma or equivalent required.
Minimum three (3) years of experience in customer service in a marketing role and/or business development/account sales representative .
Bachelor’s degree in business, finance, marketing, or a related field preferred.
An equivalent combination of education and experience may substitute for stated qualifications.
A valid Texas driver’s license and a clean driving record are .
Experience with financial services and products.
Experience marketing business-to-consumer (“B2C”) and business-to-business (“B2B”) preferred.
For All Candidates
This is a Full-Time, Salary (exempt) role.