Senior Business Development Representative at Credit Union of Southern California

La Habra, California, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Oct, 26

Salary

45.59

Posted On

10 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Sales, Partnership Cultivation, Financial Workshops Facilitation, MS Office, CU Force Software, Interpersonal Communication, Time Management, Public Speaking, Account Auditing, Relationship Management, Compliance, Project Management, Bilingual English/Spanish, Financial Services Knowledge, Record Keeping

Industry

Financial Services

Description

Description The Senior Business Development Representative is responsible for driving Membership and checking account growth within an assigned branch footprint by, generating new Member relationships, and expanding engagement with Community Business Partners (CBPs), Preferred Partners (PPs), schools, and other strategic partners. This role is an individual contributor with no people- management responsibilities, focused on achieving individual production goals. Additionally, the Senior Business Development Representative supports team performance through operational excellence, including account audit and compliance, reporting, process improvement, and Member service, while serving as a liaison between partners, branches, and internal teams to drive growth and ensure a seamless Member experience. The ideal candidate possesses a positive, outgoing personality and a proven track record in sales, business development, and partnership cultivation Business Hours Monday – Friday 8:30AM – 5:30PM & Saturday 8:30AM - 1:30PM* *Due to the nature of the role, this position will require schedule flexibility to participate in events during business hours, including mornings, evenings, and on weekends. This is hybrid-remote position with the opportunity to work in-office, off-site and working from home or based on business needs. Why Work at CU SoCal? CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits and a culture like no other! CU SoCal is a Gallup Exceptional Workplace Award Recipient In 2026, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our third consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement. The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team, please submit your application today! Requirements Minimum Qualifications 5+ years or equivalent work experience in business development within a banking or credit union environment. Proven record of meeting and exceeding sales goals. Experience in facilitation live and recorded financial workshops. High School Diploma or equivalent. Preferred Qualifications Associates degree or equivalent experience. Bilingual with fluency in English and Spanish to serve our Spanish speaking Members while conducting their banking business. Driving and Insurance Coverage Requirements This role requires driving and must meet and maintain the following requirements: Hold a valid CA state driver’s license in good standing that is not actively suspended, revoked, or restricted. Have reliable personal transportation. Use of any means of public transportation or ridesharing services will not satisfy this requirement. Must maintain state liability auto insurance coverage with a minimum of 30/60/15 limits on the vehicle that will be used for work. Maintain a clean Motor Vehicle Record (MVR). Skills and Abilities Working knowledge in all applicable MS Office programs (i.e., Word, Excel, Outlook, Teams, etc.). Excellent interpersonal, organizational, planning, verbal and written communication skills, the ability to manage multiple projects at once, attention to detail, and professional persistence are required. Works successfully, both independently through self-motivation and within a team environment. Exercises confidentiality and discretionary judgment. Demonstrates comprehensive understanding of the financial services market. Maintains a professional appearance. Maintains a dependable means of transportation for frequent local travel, including evening and weekend work. Computer literate, ability to utilize CU Force software. Strong time management skills. Automobile insurance that includes minimum liability coverage as required by state law Effectively creates and delivers oral presentations to small, mid, and large groups. Strong sales background with demonstrated proven results. Thorough knowledge of CU SoCal financial products and services. Thorough and accurate record keeping skills. Essential Duties and Responsibilities Identify, attract and establish new Preferred Partner relationships as an exclusive credit union benefit to company employees, and schedules on-site visits with the company. Achieves assigned sales and Membership goals by driving new Membership growth, opening checking accounts, and originating loan applications while consistently meeting performance targets. Conducts BD Membership audits in accordance with established policies, procedures, and guidelines in alignment with regulatory requirements. Assists Members with complex and escalated Member requests, ensuring timely and effective resolution. Promotes and sells CU SoCal products and services, leveraging strong interpersonal and sales skills to deepen Member relationships, increase product penetration, and contribute to overall financial growth. Builds and maintains strategic relationships with key partner personnel through regular communication, on-site visits, and multi-channel engagement (email, phone, in-person) to support Member needs and reinforce CU SoCal’s value as an exclusive employee benefit. Provides daily and monthly productions stats for the team and provides direct production reports to management. Supports new team member onboarding through role-related training. Maintain current knowledge of credit union products, services, and campaigns to effectively recommend solutions, support Member needs, and drive business growth with business and community partners. Develop and maintain positive relationships with local business partners as well as internal team members. Complete understanding and active application of the C.A.R.E.4 Guide expectations and the Brand Communication Standards accountability philosophy. Must be able to work a flexible hybrid schedule based on business and operational requirements. Availability to work evenings, weekends, and other non-standard business hours may be required. Additional duties and responsibilities, as assigned We support Pay Transparency and are a pay-for-performance organization that benchmarks base pay to the 50th percentile of market data. Pay Scale: Min: $30.11 / Mid: $38.45 / Max: $45.59 * an hour *Actual compensation will be based on geographical location, work experience, education and/or skill level. CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice. We foster an environment and culture where ideas and decisions from all people help us grow, innovate, and fulfill our mission of Building Better Lives.

Responsibilities

Drive membership and checking account growth by establishing relationships with community business partners and strategic partners. Support operational excellence through account audits, compliance reporting, and serving as a liaison between partners and internal teams.