What are the responsibilities and job description for the Business Development Officer position at Police and Fire Federal Credit Union?
****EXCELLENT MEDICAL, DENTAL, VISION BENEFITS: 75% to 95% of premiums covered by PFFCU*****
****401K – PFFCU contributes automatic 6% regardless of employee contribution after 1 year*****
Location: 1000 Easton Road, Wyncote, PA 19095
********Great benefits, paid time off, and more! Become a part of the team today!******
Are you looking for a career with professional growth opportunities?
Do you have a passion for helping others?
Do you enjoy setting goals and reaching them?
If you answered YES to any of the above questions, we are looking for you!
JOB DESCRIPTION
Position: Business Development Officer
Division: Retail Financial Services
Department: Business Development
Reports to: VP, Business Development
Principal Mission
To work as a part of a team focused on developing and implementing strategies to attract new member households in order to achieve PFFCU’s annual household growth goals. Achieve those goals by selling the benefits of PFFCU membership to prospective companies within a specified geographic region. Work with existing SEGs in that region to increase penetration within the employee base. Work with the Regional Manager and Branch Managers to develop and support sales and marketing strategies to encourage existing members to refer their family members, friends and co-workers to join PFFCU. Promote the corporate values of member service, teamwork, commitment, performance and professional competency.
Qualifications
- Proven sales ability.
- Exceptional member service skills and ability to engage members and potential members to develop active account relationships.
- Demonstrated sales and calling skills for outside sales as required.
- Ability to work independently
- Excellent time management and organization skills
- Superior oral and written communications skills
- Basic PC word processing and spreadsheet experience
- Ability to meet deadlines and handle multiple projects
- Strong knowledge of the products and services offered by PFFCU; our competitive advantage relative to banks; and how this translates to a benefit to the potential partner and their employees/members
- Ability to use a personal computer, entering information via keyboard and accessing information from a computer screen.
- REQUIRED: Travel throughout the Branch Network footprint and existing SEGs in PA and NJ
- REQUIRED: Ability to work weeknights and weekends to attend SEG and Community Events as needed TRAVEL REQUIRED
Duties/Responsibilities
- Help develop the sales and marketing strategy for acquiring profitable new SEG partners.
- Identify and recruit prospective companies that meet PFFCU’s selection criteria within specified geographic region.
- Contact (through cold calling, direct mail, and any other available means) and establish meetings with partner candidates.
- Prepare and/or assist in the preparation of the presentation materials for all initial sales meetings.
- Make presentations to the appropriate business managers of potential partners.
- Complete internal reporting processes regarding the status of all stages of the business development process.
- Implement SEG penetration strategies to encourage a continuing stream of new members from each SEG by maintaining good relationships with company contacts as well as prospective members and existing members through ongoing communications and on-site presentations.
- Manage and Coordinate SEG Process in a timely and accurate way:
- SEG Approvals from executive management.
- NCUA Approval.
- Information System SEG Requests.
- SEG Fact Sheets.
- Maintain Positive Relationship with Select Employer Group Contacts. Execute upon established metrics set by Business Development Unit. (Example: # of Events, # of accounts per Event, % Penetration of Core and Top 25 SEGs, and # of loan applications per event).
Skills/Attributes
Candidates must be accomplished, engaging sales professionals who can work with branch management and staff to develop and coach to strategies designed to build household growth through superior member service and sales’ processes that lead existing members to refer family, friends and co-workers to PFFCU. These processes must also lead to deepened relationships with existing members. The Business Development Officer must be able to help develop all branch representatives’ abilities to perform as sales professionals, not order takers. The core of this position is sales, both inside the branch network and outside through business development activities.
Physical Requirements
- Prolonged periods sitting and standing while working on a computer. Must be able to lift up to 15 pounds at times.
#PFFCUBO
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