Business Development Specialist

JOB SUMMARY

This position advises Credit Union management of relevant needs, pertinent business opportunities, and material or adverse developments in the Community Partner population, and sustains constructive and productive relationships with organizations and partners to facilitate an appropriate level of support and contribution by the credit union to the community.

In addition to administrative and event support functions, this role includes production-related expectations to ensure measurable contributions to membership growth and engagement. The Business Development Specialist will actively support membership acquisition efforts through targeted outreach, engagement activities, and the execution of on-site events. This position is an entry-level position into the department, however, has clear expectations for gradually expanding into sales-related responsibilities over time.

ESSENTIAL FUNCTIONS

May include any and/or all of the following:

- Membership Growth & Business Development Support

• Assist Business Development Officers in member acquisition efforts through outreach at SEG locations, community events, and on-site enrollment activities.
• Track and report on engagement efforts and their impact on membership growth.
• Support the execution of membership drives, promotional campaigns, and strategic initiatives to increase credit union membership.

- Community & Partner Engagement

• Establish, develop, and maintain relationships with Community Partners to enhance collaboration and business growth.
• Work with Business Development staff to provide financial education opportunities to Community Partners and establish the credit union as their primary financial resource.
• Support and participate in community activities, including committees, affinity groups, Rotary, United Way, and other outreach efforts that enhance credit union visibility.
• Leverage Community Impact Teams (CITs) and local market resources to maximize efficiency and effectiveness in business development efforts.

- Event & Sponsorship Coordination

• Plan, coordinate, and execute SEG and community events, including enrollment drives, school affinity card initiatives, and sponsorship-related activities.
• Organize and process sponsorship and donation requests, working closely with Marketing, Accounting, Retail Branches, and community organizations to align with business development goals.
• Represent the credit union at community and business events outside of standard business hours.

- Marketing & Promotional Support

• Serve as a liaison between Business Development and Marketing to coordinate specific requests related to Community Partners, press releases, check presentations, and promotional materials.
• Create, package, and deliver credit union materials to SEGs and other business partners.
• Assist with social media content creation, including photography, videos, and event coverage, to support business development initiatives.

- Administrative & Operational Support

• Manage and maintain business development promotional inventory, working with vendors for new ideas, pricing, shipping, and distribution across various markets.
• Maintain financial oversight by reviewing budgets, expense reports, and department purchases for accuracy.
• Update and deliver new graphics or messaging to Community Partners as needed.

- Other Responsibilities

• Assist in the coordination of branch and member events, including promotions that may take place outside regular business hours.
• Perform other duties and responsibilities as assigned to support the goals of the Business Development team.

KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

• Knowledge of:
  • • Modern office equipment
    • Technology and various software programs including Power Point, Outlook, Word, Excel, SharePoint
    • Credit Union operations, procedures, products, services, philosophies, practices and systems
• Ability to:
  • • Speak with confidence and clarity
    • Self-direct with the initiative and drive necessary to activate a project from conception through completion
    • Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form
    • Organize and prioritize in order to meet deadlines
    • Maintain confidentiality and professionalism
• Skill in:
  • • Strong verbal and written communication
    • Interpersonal and human relations
    • Strong attention to detail and analytical skills
    • Making effective and timely decisions
    • Fluency of ideas to brainstorm and come up with a number of ideas on a given topic

QUALIFICATIONS

Critical Development Experiences:

Pursue opportunities for professional growth and development through training, education and self-study.

Successfully complete all applicable compliance training and testing.

Education and experience equivalent to:

High school diploma or equivalent, supplemented with one year of Marketing or related experience;

Any combination of education, training and experience which provides the required knowledge, skills and abilities to perform the essential functions of the job.

REQUIREMENTS

Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 50 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.

REGULATORY COMPLIANCE & CONFIDENTIALITY

Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.

This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.

Equal Opportunity Employer/Veterans/DisabledTruity is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 918.336.7662 or jobs@truitycu.org for assistance. You may also contact us at that same number and email, if you would like to see a copy of our Affirmative Action Plan.