ABOUT REDWOOD CREDIT UNION (RCU):

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.

JOIN US AND DISCOVER WHY YOU’LL LOVE WORKING AT REDWOOD CREDIT UNION!

Redwood Credit Union is looking for a Business Development Officer in Marin County who will administer, coordinate, and execute direct and indirect sales related activities and efforts while generating business and visibility for The Redwood Group. Responsible for managing and growing new and existing relationships to further business for The Redwood Group.

MINIMUM QUALIFICATION: KNOWLEDGE, SKILLS AND ABILITIES

• Advanced 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.
• Advanced skill in the operation of a PC with the use of Microsoft Office applications, including Word, Excel, and PowerPoint and CRM/Contact Management/Sales Management software in use at Redwood Credit Union.
• Effective and proficient event coordination and execution skills.
• Excellent oral, written, and presentation skills.
• Excellent organizational and time management skills.
• Ability to direct and coordinate the work of others during business development events.
• Ability to prepare and perform presentations in front of both small and large audiences.
• Ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.
• Ability to act independently and confidentially, using discretion and tact.
• Ability to analyze situations and recommend solutions.
• Must be highly productive while working independently.
• Ability to attend morning, evening, and weekend meetings and events.
• Ability to 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 team members.
• Ability and desire to work in a team environment.
• Ability to transport trade show booth, promotional items, signage, and other on-site materials using personal vehicle.

PHYSICAL REQUIREMENTS

• 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.

Business Development

• 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.
• Execute Membership drives, sales events, and presentations at Select Employer Group (SEG) locations and business development 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.
• Establish partnerships with employers, businesses, and organizations to promote Redwood Group products and services to their employees, members, and affiliates.
• Maintain SEG database; ensure all data and input is accurate and current, and sales activities are recorded.
• 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 business development 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.
• Maintain and develop relationships with Centers of Influence, business partners, and business organizations that will help drive in new business.

Business Relations

• Actively participate in relevant local area Chambers of Commerce, business groups, and committees that are appropriate and relevant to the goals and initiatives and will drive desired business to The Redwood 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.
• Suggest and coordinate effective business development related advertising and marketing within Chambers and business groups.
• 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.

Other Functions

• Assist Regional Manager – Business Development with internal sales efforts including promotions, communication, recruiting and training team members etc.
• Assist other RCU departments (including planning, execution, and/or participation) with events or functions as needed.