Description

Department: Business & Community Development                              Reports To Director, SEG & Community Development
Employment Status: Full-Time                                                                Classification: Exempt

Location: Houston, TX- Required

Opportunity

You can be part of one of the best Credit Union’s in the state of Texas which has been in existence helping the community for over 80 years.  We are growing rapidly based on our strategic plan and the existing talented team and now in the search for the next individual which can help move us forward. Our employer group expansion is a key component for member and deposit growth and we need the next rising star to come in and be a success maker.   

Position Summary

Assist in developing and maintaining employee group relationships with existing and new businesses.  Organize, coordinate, and participate in activities related to Business, Employee groups and Community Development. Promote a high quality of service for both internal and external members at all times. Provides coaching and support for branch employees, including joint calling, to improve the comfort level and product knowledge for workplace banking.

Duties and Responsibilities

• Actively pursue new business opportunities, give presentations, and develop new SEG (Select Employer Group) and business partner relationships.
• Identify and participate in SEG-related community activities to further the strategic business plan for the credit union.
• Work with the Branch Managers to develop and leverage relationships with current SEGs for expansion.
• Participates in SEG orientations, sign-ups, benefits fairs, events and staff meetings to further establish our name recognition and to promote products and current promotions.
• Develop and perform orientation presentations, including speaking to groups of initial and subsequent signups with content consisting of an overview of credit union products and current promotions.
• Coordinate the preparation of orientation materials, distribute meeting schedule information to orientation teams and confirms meeting information with SEG representatives
• Assist or coordinate signup team direction while at SEG locations.
• Distribute periodic marketing or product promotion correspondence directly to members of SEGs and Ambassadors to further develop our SEG penetration and business development growth.
• Increase credit union membership through traditional and innovative sales tactics including telephone sales, field meetings, direct business correspondence, B to B presentations, text messaging and electronic methods.
• Identify opportunities to provide exposure for the credit union through community events, partnerships and educational activities.
• Assist in maintaining SEG files containing all appropriate contact documentation, current employee figures, number of members and SEG percentage penetration.
• Track percentage of SEG penetration and types of products utilizing in comparison to credit union goals.
• Collaborate and report weekly with Director of SEG Development on business development activities.
• Comply with BSA regulations when performing all job requirements, and stay abreast of updates/requirements of BSA/OFACCIP through completion of training courses assigned annually by supervisor.
• Other duties as directed.

Qualifications

Knowledge

• Knowledge of sales techniques
• Knowledge of public relations techniques

Skills

• Communication skills – effective oral and written communications skills with the ability to prepare and present seminars to groups of varying sizes.
• Professional presentations skills as required in a sales environment.
• Organization skills – ability to independently organize work to meet goals and deadlines.
• Project management skills – ability to develop project plans (including detailed timelines, assigned responsibilities, and available resources) that lead staff to complete the project on time.
• Time management skills – effectively prioritize tasks to use time efficiently and attend to a broad range of activities.
• Bi – lingual a plus.

Abilities

• Problem solving – identify problems in a timely manner, research and develop alternative solutions, and resolve problems in early stage. Report these issue to department head immediately.
• Decision-making/judgement – ability to make prudent decisions that are timely, sell researched, reflect awareness of impact, and are consistent with the credit union’s strategic objectives.
• Creativity – ability to generate ideas and solutions to promote effectively to SEG representatives and potential members.

Experience

• Three or more years of experience in general sales (BTB, and retail preferably) community involvement and responsible for handling multiple projects simultaneously.

Education

• A college degree (business, marketing or communication preferred) or four years of equivalent work experience in addition to the experience required above.

ADA Requirements

• Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergencies. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on a computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.