Redwood Credit Union is looking for a Business Development Office for our office in Novator CA. Under the direction and guidance of the AVP/Regional Manager – Branch Operations, administers, coordinates, and executes direct and indirect sales related activities and efforts while generating business and visibility for The Redwood Group. Manages and grows new and existing relationships to generate business for The Redwood Group.

The ideal candidate will have a minimum of two (2) years of sales and community engagement experience.

Essential Functions:

• Identify and attend sales and sales-like activities and events that will drive desired business to The Redwood Group.
• Prospect and close new business for The Redwood Group.
• Executes Membership drives, and sales events and presentations at Select Employer Group (SEG) locations and business/community events.
• Contribute to the development of programs, promotions and campaigns to successfully market RCU products and services to SEGs and other audiences. Participate, sponsor and support SEG events such as benefit fairs, SEG appreciation events, etc.
• Prospect new, targeted SEG relationships. Complete necessary paperwork and processes to enroll and identify new SEGs in SEG database.
• Initiate sales calls, visits, and mailings to existing and new SEGs.
• Coordinate schedules and attendance with appropriate Redwood Group managers to attend and participate in local SEG and community events.
• Mentor and support Branch Managers, as appropriate, with all Business Development activities and efforts.
• Contribute to the creation and execution of the Business Development Strategic Plan and annual budget.
• Complete weekly, monthly, and quarterly reports and administrative tasks.
• Be actively involved in Chambers of Commerce, business groups, and committees that are appropriate and relevant to the goals and initiative of the organization and will drive desired business to The Redwood Group.
• Ensure participation in appropriate and relevant local area Chambers of Commerce and other business groups and ensure proper Redwood Group contact for each Chamber or business group.
• Work with area Branch Managers to ensure RCU has regular attendance at Chamber and other business group networking events.
• Attend relevant and appropriate luncheons, mixers, and other networking opportunities.
• Coordinate and execute business expo events and similar activities that generate desired business for The Redwood Group.
• Investigate, recommend, and coordinate sponsorship opportunities through the local chambers of commerce and business groups and speak/present at appropriate and relevant events.
• Assist AVP/Regional Manager – Branch Operations with internal sales efforts including promotions, communication, recruiting and training workers, etc.
• Assist other RCU departments (including planning, execution, and/or participation) with events or functions as needed.
• Perform other duties as assigned.

Minimum Qualifications:

• Advance skill in the sales cycle process and employment of business development tactics and methods.
• Knowledge of Redwood Credit Union and other financial institution products and services.
• Knowledge of business, financial conditions and related economic trends, both in general and specifically to the assigned territory of the BDO.
• Skill in the operation of personal computers with intranet and Internet access and office equipment operation.
• Proficiency / Advanced skills using Microsoft Office applications, including Word, Excel, and Power Point and CRM/Contact Management/Sales Management software in use at Redwood Credit Union.
• Be highly productive while working independently.
• Establish and maintain effective working relationships with a diverse group of people including SEG ambassadors, chamber of commerce, community leaders, officials, executives and other credit union employees.
• Transport trade show booth, promotional items, signage and other on-site materials using personal vehicle.
• Must maintain a valid driver’s license.
• Must maintain current auto insurance.
• Ability to stand, bend, stoop, sit, walk, twist, turn, climb and drive.
• Ability to lift and carry 30 pounds occasionally and pull and push 50 pounds occasionally.
• Ability to use all modern office equipment.
• Travel, standing and/or sitting for long periods of time.
• Some manual labor when setting up off-site booths.

Required Skills Required Experience

EDUCATION: combination of education and experience equivalent to a bachelor’s degree in business administration, marketing and sales, or closely related field. Two (2) years progressively responsible experience in the financial services industry, credit union experience preferred and two years outside sales experience.  Spanish bi-lingual skills a plus.

COMPENSATION: BASE SALARY STARTING RANGE: $64,000. TO $84,000. COMMENSURATE WITH EXPERIENCE. (THIS POSITION IS ALSO ELIGIBLE FOR A 15% GEOGRAPHIC DIFFERENTIAL) 

MANDATORY VACCINATION POLICY: As a condition of employment, new hires must be fully vaccinated against COVID-19 on or before the first day of employment (subject to legally mandated exemptions). 

SERVICE ~ TRUST ~ PEOPLE ~ COOPERATION We are an Equal Opportunity Employer