Business Development Specialist
SCE Federal Credit Union, Irwindale, CA, United States
Business Development Specialist
Are you energized by connecting with people, building relationships, and making a meaningful impact in the community? We're looking for a Business Development Specialist to grow membership and promote financial wellness through outreach events, financial literacy workshops, and partnerships with the Center for Financial Empowerment.
This is a field-based sales role, with the majority of time spent at community events and partner locations engaging prospective members, opening new accounts, and helping individuals access the financial solutions they need.
What You'll Do Community Engagement & Outreach
Represent the credit union at financial literacy workshops, outreach events, and partner engagements
Deliver presentations and promote membership benefits and financial solutions
Build relationships with community partners to expand outreach opportunities
Actively engage attendees to generate leads and new memberships
Lead Generation & Member Acquisition
Solicit and secure new memberships and financial product applications
Interview prospective members to understand needs and recommend solutions
Follow up on event leads to convert interest into active memberships and funded accounts
Maintain ownership of field-initiated relationships through activation
Collaboration & Sales Performance
Partner with Branch, Marketing, and Business Development teams to support onboarding and outreach efforts
Meet assigned goals for memberships, loan applications, and engagement metrics
Track outreach activity, leads, and results, reporting performance to leadership
What You Bring Experience
2+ years in sales, banking, customer service, marketing, or community engagement preferred
Experience presenting to groups or participating in outreach events is a plus
Proven ability to meet performance or sales goals
Education
Associate's or Bachelor's degree in Business, Marketing, Communications, or related field preferred
Valid driver's license and reliable transportation required
Skills & Competencies
Strong relationship-building and communication skills
Confident presenter with an outgoing, proactive approach
Ability to generate leads and manage a sales pipeline
Organized, self-motivated, and results-driven
Comfortable using CRM systems and Microsoft 365 tools
Bilingual (English/Spanish) preferred
Work Environment
Majority of work performed in the field at community events and partner locations
Frequent local travel required; occasional evening or weekend events
Some administrative work performed in an office setting
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This is a field-based sales role, with the majority of time spent at community events and partner locations engaging prospective members, opening new accounts, and helping individuals access the financial solutions they need.
What You'll Do Community Engagement & Outreach
Represent the credit union at financial literacy workshops, outreach events, and partner engagements
Deliver presentations and promote membership benefits and financial solutions
Build relationships with community partners to expand outreach opportunities
Actively engage attendees to generate leads and new memberships
Lead Generation & Member Acquisition
Solicit and secure new memberships and financial product applications
Interview prospective members to understand needs and recommend solutions
Follow up on event leads to convert interest into active memberships and funded accounts
Maintain ownership of field-initiated relationships through activation
Collaboration & Sales Performance
Partner with Branch, Marketing, and Business Development teams to support onboarding and outreach efforts
Meet assigned goals for memberships, loan applications, and engagement metrics
Track outreach activity, leads, and results, reporting performance to leadership
What You Bring Experience
2+ years in sales, banking, customer service, marketing, or community engagement preferred
Experience presenting to groups or participating in outreach events is a plus
Proven ability to meet performance or sales goals
Education
Associate's or Bachelor's degree in Business, Marketing, Communications, or related field preferred
Valid driver's license and reliable transportation required
Skills & Competencies
Strong relationship-building and communication skills
Confident presenter with an outgoing, proactive approach
Ability to generate leads and manage a sales pipeline
Organized, self-motivated, and results-driven
Comfortable using CRM systems and Microsoft 365 tools
Bilingual (English/Spanish) preferred
Work Environment
Majority of work performed in the field at community events and partner locations
Frequent local travel required; occasional evening or weekend events
Some administrative work performed in an office setting
#J-18808-Ljbffr