What are the responsibilities and job description for the Relationship Development Officer - Greater Pittsburgh Territory position at Clearview Federal Credit Union?
** Applicants must live in the Greater Pittsburgh, PA area for regular travel to our financial center territories. **
OBJECTIVE
The purpose of the Relationship Development Officer is to identify local employers who will welcome participation in the Clearview Partner Program as a benefit for their employee group. Through a consultative sales approach, business is generated to support the growth of the credit union's products and services to members and prospects. Day to day activities include promoting Clearview within the communities surrounding our financial center locations, with specific focus on sharing the Clearview Partner Program with businesses and organizations. This position is responsible for acting as a pivotal point-of-contact, ensuring prospect and member awareness of available financial products and services, meeting sales goals that are established on an annual basis, and working to achieve the organization's growth goals by generating new membership for the credit union. A significant degree of creativity, relationship management, and problem-solving skills are required in order to solve a wide variety of issues that may arise.
The Relationship Development Officer engages in the community, presents educational seminars and other learning, delivers products and services within the employer’s workplace, and ensures compliance with regulatory agency and credit union standards. This position has limited supervision of work and identifies, develops and fosters significant relationships and enhances the image of the credit union through involvement in the community.
TERRITORY: Greater Pittsburgh
WORKING HOURS: 8:30am-5:00pm, Monday through Friday; Evening and weekend hours based on departmental needs, event schedules and/or networking functions
MINIMUM QUALIFICATIONS
- Degree in Business, Marketing, Communications or related field or equivalent experience preferred
- Minimum 6 months of similar or transferable experience required
- Minimum 2 years of customer service/sales experience preferred
- Assertive, self-motivated, confident, with demonstrated ability to overcome obstacles in selling and able to capture the sale
- Excellent organizational and time management skills
- Strong technical skills – tech savvy
- Skilled and confident with virtual and/or in person presentations
- Experience with all communication tools, including video chat
- Equipped with exceptional public speaking skills, writing skills and professional telephone communications
- Excellent interpersonal communication skills; approachable, relatable, referable
- Willing to travel to all of our financial center territories when necessary
- Available to attend networking meetings before, during and after normal business hours
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Conduct regular business/sales calls to prospect and advance current partner relationships. This includes preparing and delivering sales presentations, persuading decision-makers, and cultivating new and ongoing relationships with Partner companies.
- Continually identify Clearview Partner Program prospects and other Credit Union opportunities by maintaining a pipeline and utilizing our Customer Relationship Management tool.
- Conduct Financial Literacy presentations at Clearview Partner Program partners, non-partners and community forums.
- Knowledgeable of the business communities surrounding our financial centers, market competition from credit unions and other financial institutions, evolving credit union trends, NCUA regulations and opportunities to advance the Credit Union.
- Meet monthly sales goals in support of the department and organization’s growth initiatives.
- Maintain a professional manner and dress while representing the Credit Union during interactions with members, business partners, and prospective partners.
- Collaborate with financial center teams to identify prospects, onboard new members, and ensure ongoing relationships support the Program.
- As a brand ambassador, utilize marketing tools to increase Partner awareness of credit union activities, promotions, and community efforts.
- Keep a flexible schedule and attend scheduled Credit Union meetings, as well as business networking meetings before, during and/or after regular work hours, including weekends.
- Represent Clearview in the community through regular attendance at area business and community meetings and events including any volunteer opportunities.
- Maintain knowledge of the Credit Union’s products, services, and promotions.
- Meet regularly with assigned manager for updates and communication of all department activities.
- Perform other duties as assigned.
- Endorse and embrace Clearview’s Commitment to Leadership which outlines management expectations for culture, communication, employee development, managing effectiveness, and community engagement
Clearview values diversity in its workforce. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
