Business Development Representative

About the RoleWe are seeking a motivated and relationship-focused Business Development Representative to connect with existing members, identify their financial needs, and match them with the appropriate products and services. This is a great opportunity for someone with banking or credit union experience who enjoys phone-based sales, relationship building, and working toward individual and team sales goals.Responsibilities

Make outbound calls to targeted member lead lists to identify financial needs and uncover sales opportunities.
Use consultative, needs-based selling techniques to recommend appropriate financial products and services.
Confidently present solutions, cross-sell products, and close or refer qualified opportunities to the appropriate team members.
Open and close accounts and process membership applications.
Process and support loan applications and related financial transactions.
Build and maintain relationships with Select Employee Groups (SEGs) and other referral partners to generate new business opportunities.
Meet or exceed individual and team sales goals, activity expectations, and performance metrics.
Maintain accurate records of member interactions, sales activity, referrals, and account information.
Handle confidential member information with professionalism, discretion, and attention to detail.
Collaborate with internal teams to provide a positive member experience and support overall business development goals.
Participate in occasional local events and occasional Saturday work as needed.

Qualifications

Previous banking or credit union experience required.
1–3 years of experience in outbound sales, financial services, business development, member services, or a related role preferred.
Comfortable making a high volume of outbound calls and engaging in phone-based sales conversations.
Strong sales, relationship-building, communication, listening, and interpersonal skills.
Ability to ask effective questions, identify customer needs, and recommend appropriate solutions.
Goal-oriented and motivated by sales targets, incentives, and performance metrics.
Comfortable working with numbers, financial products, and basic math.
Ability to handle confidential financial information with discretion and professionalism.
Self-motivated with strong business judgment and the ability to work independently.
High school diploma or equivalent required; degree not required.
Reliable transportation and ability to travel locally as needed.
Ability to pass a background and credit check.