Job Description
Job Description
TITLE : Business Development Officer
REPORTS TO : Director of Business Development
JOB TYPE : Full-Time
CLASSIFICATION : Exempt
DEPARTMENT : Business Development
LOCATION : New Ulm
DATE : 1 / 2025
GENERAL SUMMARY
Serves as a Business Development Officer in the Credit Union branch setting. The primary responsibility is to provide excellent service by demonstrating the principals of SouthPoint Financial Credit Union and adhering to the vision of “ Empowering People to Enhance Lives ”. This position must also support and embody the core values of SouthPoint :
- Our Purpose is our Passion.
- We Champion Fearless Grit.
- It’s not about me, it’s about we.
The Business Development Officer will be responsible for serving as the Credit Union’s community relations and business to business development representative in SouthPoint’s key markets by actively identifying, cultivating, and conducting outreach to prospective members and employer partners to increase membership growth, product penetration and develop new business relationships for the credit union. Friendly, professional and personal service toward all SouthPoint Financial Credit Union members is mandatory.
ESSENTIAL FUNCTIONS
Maintains high visibility and a positive image in the field of membership, with current and prospective members. Builds positive relationships with businesses and community leaders by actively seeking out membership and engagement into SouthPoint’s programs and initiatives.Conducts and facilitates outreach within the area communities to generate membership and Credit Union awareness in the current market geography.Utilizes effective direct selling techniques and market strategies to expand product demand.Generate membership, deposits, loans and business relationships while engaging in the community.Sell products and services to current and potential members within a defined market(s).Works closely with staff and leadership in the market to create, maintain and develop awareness of SouthPoint and its subsidiaries.Works independently conducting activities that result in growth of membership, loans and deposits for SouthPoint and subsidiaries, including but not limited to building effective relationships that contribute to the mission and visibility of SouthPoint Financial Credit Union in the surrounding communities.Attends various meetings in the local and surrounding communities and or trade associations to develop new business prospects and promote the Credit Union.Develops plans and promotional strategies to meet business development goals; coordinates participation in representing the Credit Union at various functions, and community related events.Is responsible for coordinating and carrying out strategies to achieve market and corporate goals as determined by management.Responsible for forecasting, prospecting and developing new business on an annual basis.Build strong professional sales relationships, establish credibility and rapport with professional members of the community as well as current and future members.Use technology to serve members such as opening new membership accounts, creating new loans, servicing existing memberships, and other administrative tasks as necessary.Eager to learn about Credit Union's policies, procedures, programs, products and services as they relate to branch operations.Performs other duties as assigned.ADDITIONAL FUNCTIONS
Attend meetings, seminars, conferences, and training courses related to role and the organization.Engage in local community organizations that promote business opportunities.Abide by all Bank Secrecy Act responsibilities for this job role.SKILLS AND COMPETENCIES
This high contact position requires the ability to communicate effectively with current and prospective members as well as the positive promotion and representation of our Credit Union brand in the external working environment.Demonstrated ability to solicit business including but not limited to Membership, Consumer / Real Estate and Commercial / Agricultural Loans as well as ability to identify and refer individuals and businesses for Financial Advisory Services.Highly organized, self-motivated, and self-managed, including setting personal goals.Excellent analytical and decision-making skills, attention to detail, accuracy and thoroughness.Able to work under pressure to process multiple tasks concurrently with a high degree of accuracy, and able to interact and maintain a positive attitude under challenging circumstances.JOB SPECIFICATIONS
Bachelor’s degree in finance, business, or related degree preferred (potential candidates may have equivalent combination of education and experience for consideration)Minimum of two years' experience in relationship building skills, with a developed knowledge of local businessKnowledge and execution of successful marketing and management strategiesRequires ability to execute knowledge and understanding of credit union employee handbook, lending procedures, consumer lending practices and credit granting criteriaHighly motivated with an attitude for delivering measurable results based on activityEngaging in execution of strategies and tactics to obtain growth goals consistent with the credit union corporate goals and departmental needsThe preferred candidate will have a background in business operations, real estate, commercial / agricultural lending, team building, strategy execution, and personal financeRequires mathematical skills and ability to process calculations, concepts involving percentages, fractions, decimals, etc.).PHYSICAL REQUIREMENTS
Sitting 50% and standing 50%Working at a computer 25% of the dayUtilizing the phone 50-60%Bending, twisting, kneeling, stooping, or crouching when appropriate, on occasionRepetitive movements, including but not limited to typing, using a mouse, phones, etc.Occasionally lift, carry, push or pull up to approximately twenty-five poundsWORKING CONDITIONS
Actively working in the community, locations will vary based on need.Working in external environments including but not limited to tabling events, manufacturing / industrial administrative buildings, as well as outside fairs and events.BENEFITS
At SouthPoint, we value our employees and strive to provide a comprehensive benefits package to support your well-being. Benefits include :
Medical InsuranceVision InsuranceDental InsuranceLife and AD&D InsuranceHealth Savings Account / Flexible Spending Account401k and 401k MatchingPaid Time Off13 Paid HolidaysLong-Term Disability InsuranceStudent Loan Debt AssistancePet InsuranceLogo Wear BenefitEmployee Assistance Program (EAP)DISCLAIMER
The above information in this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
