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Workplace Banking Business Development Officer

Citadel Federal Credit Union
Exton, PA Full Time
POSTED ON 3/20/2025 CLOSED ON 4/13/2025

What are the responsibilities and job description for the Workplace Banking Business Development Officer position at Citadel Federal Credit Union?

Job Overview

Citadel is currently seeking a Workplace banking Business Development officer. The Business Development officer is a self-starter, highly motivated, polished communicator that manages a designated retail territory. The primary responsibilities of this individual are to work closely with the retail offices, Business Banking and the office of Philanthropy, to maximize sales by bringing the Citadel brand to our local corporate partner clients. Retail offices within the territory will be supported by combined participation in events, sales calls and seminars. Essentially, Citadel’s Workplace banking Business Development Officer will grow households and balances by providing the Workplace Advantage program to our corporate partner clients.

Duties and Responsibilities

  • Provide exemplary Citadel Class Service by applying the following principles: Accuracy, Convenience, Respect and Value.
  • Accountable to achieve growth goals according to the annual Retail business plan, which includes the following: New Corporate Partner accounts, New Households, increases balances of assigned Corporate Partners.
  • Work closely with the regional managers and branch managers to achieve the targeted growth for your sales territory.
  • Create and execute a strategic Business Plan that supports the achievement of your assigned business goals.
  • Offer our clients a H.R. Benefit by providing the Citadel’s “Workplace Banking” program.
  • Maintain, build and nurture relationships with the HR representatives of our corporate partner clients, establishing a network of referral business for Citadel.
  • Understand and address the individual needs of the employer through our products & services.
  • Provide on-site support to clients in the form of seminars, benefit fairs and other events; Schedule follow up appointments after these on-site events.
  • Target and cold-call CEO’s, SVP’s, VP’s and other key decision makers in an established corporate partner to originate new business by generating high value leads, thus enhancing the recognition of Citadel.
  • Acquire new corporate partner accounts.
  • Be a highly visible member in your territory. This includes participation in various Chambers, Rotary, Networking groups and Clubs. Presenting Citadel in a professional manner, thus further strengthening our brand.
  • Keep all reporting structure up to date.
  • Able to execute duties with minimal supervision.
  • Perform other duties assigned by the supervisor.

Qualifications and Education Requirements

  • Business Development skills.
  • Bachelor’s degree or equivalent years of work required.
  • Microsoft Office required.
  • Comprehensive communications skills required.
  • Ability to close sales and generate a robust referral network.
  • Valid driver’s license required

Performance Measurements

Performance is based on the Citadel corporate scorecard as well as departmental and individual goals.

Work Environment

This position will require travel and branches involvement, with most work done on a computer. Any necessary accommodations will be provided.

Physical Demands

The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee will regularly lift and/or move up to ten pounds. The employee will regularly sit; talk; hear; use hands to finger, handle, or feel; and reach with hands and arms. The employee will occasionally stand. Special vision requirements include close vision and the ability to adjust focus. The noise level in the work environment is usually moderate.


EEO Statement

Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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