Business Development Executive - Eustis-Wekiva & Osceola - Insight Credit Union

Insight Credit Union is looking for a skilled Business Development professional with experience in developing relationships with new and existing business partners to grow credit union membership.

The Business Development Executive proactively promotes Insight Credit Union at key employers and business partners workplaces and events, and serves as a Credit Union representative. This position maintains strong relationships with management and key personnel at strategic partnerships and manages community engagement opportunities, while serving as a liaison to business development activities in Eustis, Wekiva, and Osceola locations.

This position will drive Business Development activities in our Eustis, Wekiva, and Osceola locations.

This position will be located within the following locations:

Leesburg Branch: 300 Webster St., Leesburg, FL 34748.

or

Winter Springs Operations Center: 270 Winding Hollow Blvd. Winter Springs, FL 32708

Telecommuting is available after 3 months of employment and a satisfactory performance evaluation.

• Medical, Dental, Vision
• Free and Voluntary Life and Disability Insurance
• Pet Insurance
• 401k with match up and 100% vesting
• Paid Time Off
• Birthdays Off
• Tuition Reimbursement

Functions & Responsibilities:

• Works to develop leads, network with key personnel at key employee groups and business partner organizations, and enhance member and product penetration of those groups. Leverage the partnerships and connections to incorporate use of digital/video tools to open new accounts and loans at either community events or other programs such as "bank at work" or other opportunities. Consistently exceeds expectations for # of accounts opened, # of loans funded for each key partnership assigned to market. Advocates for Credit Union's first as an option in communities while providing expectational service to partners, members, and employees.
• Develop and provide member education as an added benefit to business partners and the overall membership. Offer regular member seminars such as youth boot camp, seniors seminars, shred events, financial fitness, etc. Coordinate marketing campaigns to promote these events to business partners and the overall membership. Leverage promotions and programs through member education and community events. Consistently exceeds expectations for # of accounts opened and loans funded for all events, efforts and programs initiated with new and existing partners.
• Provides marketing support for community engagement activities, including maintaining collateral and supplies needed for on-site promotion and presentations. Maintain brochures, design flyers, send letters and promotion to employees or members of business partner groups, maintain and coordinate tent and collateral needed for event, design and maintain supply of promo items.
• Identifies and makes contact with prospective businesses to present information on Credit Union membership, products, and services. Makes sales calls to potential business partners. Negotiates with companies for inclusion in employee benefits package and access to promote the Credit Union. Works directly with Business Development Director and Chief Retail Officer to implement business development vision, to promote adjustments as needed, and to support ongoing growth plans for Insight Credit Union.
• Represents the Credit Union at various civic and community events when necessary to develop relationships and promote the Credit Union.
• Performs other job related duties as assigned.

Experience: Three years to five years of similar or related experience.

Education: Equivalent to a college degree (BS or BA in a relevant field).

Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Physical Requirements: While performing the duties of this job, the employee is regularly required to talk or hear, sit or stand and walk. Must be able to stand and speak for long periods of time and multiple days in a row. Travel to businesses, branch locations and community events within assigned area required. Some evening and weekend events will be required. Lifting and transporting materials for events up to 50lbs.

Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment. This position is eligible for the Credit Union's Telecommuting program. Employee must meet Credit Union policy requirements and performance standards to qualify.

Insight Credit Union is an EO Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity