Business Development Manager

Working for Pacific Service Credit Union
We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team.
 
What’s in it for you? 
Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents. 
401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Employees are vested at 100% for all employer contributions beginning the first day of employment.
Bonus program: All employees are rewarded for attaining our annual organizational goals.
Tuition Reimbursement program for employees eligible after six months of service.
Recognition program where employees can be nominated by management, their peers or by members.
Employee referral bonus.
Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service.
Employees are eligible to receive a consumer loan rate discount.
Vacation and sick time: Full-time employees receive more than two weeks’ vacation per year, 11 paid holidays and 10 days of sick leave.
 
Our Hiring Process
We believe it’s important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible.
Apply: Submit your resume for one of our job openings.
Our Talent Team and our partner – Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible.
In-Person Interview: After a screening call with TQC, we’ll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s).
If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process!
Pre-employment requirements include an employment application, standardized testing, including aptitude or skill-set test, a drug screen, a credit screen and a criminal background check.
 
ABOUT THIS ROLE:
The Business Development Manager is responsible for helping the organization achieve its membership growth goals through hands-on business development, community event activities and business-to-business (B2B) sales. Requires a high level of energy, integrity and enthusiasm to provide membership information, promote products and services, and acquire new members. This position includes a blend of in-office and out-of-office assignments. The Business Development Manager will manage a dynamic team of business development specialists. 
 
ESSENTIAL JOB FUNCTIONS:

• Responsible for a variety of business development functions including, but not limited to identifying, developing, and maintaining relationships with business partners, prospecting, networking, data mining and meeting with prospective business partners to present information on available credit union services.
• Consistently meet or exceed sales targets, build lasting client relationships, and effectively promote products/services.
• Develop and coach staff to ensure established goals are met and the quality of work matches the standards of the department. Develop best practices and effective tactics for prospecting new markets.
• Create, manage, and maintain book of business by using proven sales skills.
• Provide strategic recommendations for future growth initiatives based on market trends and sales data.
• Assist with the creation of the annual business development plan. Responsible for implementation, management and tracking of the plan.
• Track and analyze monthly productivity reports to measure the achievement of objectives.
• Schedule, organize and attend on-site visits.
• Present financial education/services presentations to promote credit union products.
• Attend various meetings in the community and/or trade associations to develop new business prospects and promote the credit union.
• Coordinate and attend special events.
• Manage CRM tool (HubSpot) to track daily business development activities.
• Create and order business development marketing collateral and communications.
• Regular and reliable attendance, including punctuality, are essential to achieving organizational excellence.

SUPPORTING FUNCTIONS:

• Performs special projects and other responsibilities as assigned.
• Excellent written and oral communications and cross functional project management skills required.   Must be a self-starter who possesses strong interpersonal skills and enjoys face-to-face, sales interactions.   Must be able to perform to high expectations with little supervision.  Proficiency in computer programs, (e.g. Microsoft Office).
• Provides back-up to AVP, business and community development and other department personnel, as necessary.

 
COMPETENCIES:

• Builds and supports teams: Shows enthusiasm toward being a member of the group; actively participates in team meetings and activities; meets commitments and deliverables; leverages the skills and interests of coworkers to achieve goals and solve problems; supports team decisions
• Coaches talent: Coaches performance effectively; actively works to recruit, hire, and retain high performers; constantly looking for talent to add to the organization; creates a challenging and rewarding work environment; has a reputation as a great person to work with; able to anticipate how different people are likely to act in different situations; has good insight into personalities and work styles; understands people's strengths and talents; knows what sort of tasks people are likely to do well and areas where they may struggle; assists employees in reaching new levels of skills, knowledge and attitudes; identifies and fills potential talent gaps
• Drives results: Moves quickly to make decisions and commit to a clear course of action; comfortable making decisions based on partial information; willing to take calculated risks in order to maintain momentum; shows a strong bias toward action; swiftly identifies and removes obstacles
• Drives vision & purpose: Aligns day to day activities around broader organizational goals and objectives; prioritizes resources based on the strategic objectives of the organization; recognizes and rewards people based on how their actions support the broader needs of the company
• Emotional intelligence: Exhibits self-awareness; changes their interpersonal style and approach based on the circumstance; modifies their approach based on cues from others; makes an effort to treat people in a way that makes them feel comfortable and respected; self-regulates emotions; operates with empathy and understanding
• Manages ambiguity: Achieves forward progress in the face of poorly defined situations and/or unclear goals; able to work effectively with limited or partial information; adaptable to changing circumstances; maintains a resilient mindset and applies critical thinking methodologies
• Prioritizes and organizes work: Allocates time and attention based on the most important to achieve key goals and objectives; approaches work in an organized and systematic manner; effectively manages tasks, information, and requests; anticipates resource needs; adept at juggling multiple priorities under time constraints
• Supports change: Enthusiastically participates in new change initiatives and programs; focuses on reasons why changes will work and how they will be beneficial; assists and leads teams through planned and unplanned transitions; embraces change

 
REQUIRED MINIMUM QUALIFICATIONS:
Education:

• High School Diploma or equivalent required. Bachelor’s degree in Marketing, Communications, Business or other related business discipline desired. Degree in other disciplines or equivalent experience will be considered.

Experience: 

• Minimum 5 years' of experience in business development, sales, or marketing, preferably within the financial services industry or a credit union environment.
• 3+ years of experience in managing and leading a team, preferably in sales or business development.
• Proven track record of meeting or exceeding sales targets.
• Experience in member acquisition, cross-selling financial products, and expanding partnerships.

 
PREFERRED QUALIFICATIONS:

• Embraces evolution by demonstrating adaptability and a commitment to lifelong learning.
• Thrives in teamwork environments, building strong relationships and working collaboratively toward shared goals.
• Values accountability by taking responsibility for their actions and maintaining the trust of colleagues and members.
• Makes a positive impact through meaningful contributions that advance our mission.
• Strives for excellence in every aspect of their work, setting and achieving ambitious standards.

 
OTHER INFORMATION:
Hours Required: Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate work schedules. Hours may fluctuate moderately to accommodate business development activities.
Travel Requirements: 
50% local travel required.  Travel during assigned shifts requires ability to operate personal vehicle.  Occasional travel to more remote locations; similar, but not limited to our Fresno and Clovis branches.