Business Development Specialist

Position Summary

As a Business Development Specialist in the credit union industry this position plays a crucial role in driving the growth and success of our financial institution. The position is responsible for identifying and cultivating new business opportunities expanding our membership base and enhancing relationships with existing members. The role is responsible for researching market trends competitors products and services and developing and implementing effective strategies to increase Wellbys brand awareness and sales. The Business Development Specialist will personally manage and grow a portfolio of smaller Premier Partners (Select Employee Groups)focusing on developing new business relationships with current and prospective Premier Partners and local businesses and evaluating the outcomes of their actions.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works purposefully and is driven to provide the best team member experience.

• Establishes and maintains a positive relationship by creating an exceptional experience and making the member feel valued.

• Researches identifies and pursues new Select Employer Groups (SEGs) (50 employees) to add the Field of Membership (FOM).

• Conducts cold calls to target and secure meetings and proposals for new opportunities.

• Identifies key SEGs with the FOM and schedules activities to generate memberships and product usage.

• Maintains frequent contact with targeted member base to expand member relationships ensure member retention and meet financial goals and objectives.

• Coordinates with Retail Branch locations for planned SEG visits and prospecting efforts.

• Maintains relationships by ensuring the Wellby Financial SEGs and business partners have appropriate marketing materials campaign information and financial information to promote Wellby Financial to their team members.

• Facilitator with a dynamic approach to educating our Select Employee Groups on financial literacy topics.

• Identifies opportunities to increase involvement in business development activities.

• Represents Wellby Financial during community projects and public social and business gatherings.

• Continuously scan the financial and corporate wellness environment for emerging trends best practices and opportunities.

• Foster a performance culture to deliver positive outcomes across the organization.

• Excellent written and verbal communication with extremely high attention to detailand an expert at time management.

• Utilize CRM and department calendar to track engagements contacts and outreach efforts.

• Provide monthly reports and feedback to management regarding performance and results.

• Demonstrated success in establishing new relationships with businesses with initiative to achieve goals and have a high energy level.

• Performs other duties as assigned.

Knowledge Skills and Abilities (KSA)

• Knowledge of Wellbys organizational functions and general operating policies and procedures.

• Knowledge of business English spelling and punctuation.

• Knowledge of retail product philosophy banking industry best practices and regulations.

• Knowledge of personal computer utilizing Microsoft Office Suite and other software.

• Skilled in high-level customer service practices.

• Skilled in operating computer equipment and general office machines such as personal computers copiers projection equipment audio/video Microsoft Teams Zoom Video Communications and adding devices.

• Skilled in solid influence skills.

• Ability to work outside of business hours occasional evenings or weekends to attend events or meetings.

• Ability to assess business and customer needs and implement successful solutions using creativity innovation and judgment.

• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

• Ability to communicate clearly and concisely orally and in writing.

• Ability to be trustworthy and act with integrity.

• Ability to efficiently understand and follow oral and written instructions perform routine duties without close supervision and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to exercise independent judgment.

Supervisory Responsibilities

• The team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies procedures and programs are consistently administered aligned with organizational goals and compliant with professional standards.

• The team member performs a number of routine and generally related tasks without supervisory direction.

• Courses of action are determined by established procedures and/or the Relationship Manager.

• The team members work is reviewed periodically for accuracy completion and compliance with the policies and procedures.

• Tasks may occasionally have to be coordinated integrated and/or prioritized.

• The team members use independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully the team member is frequently required to remain in a stationary position 50% of the time in addition to standing for long periods. Daily movements include sitting standing reaching and grasping; operating computers and other office equipment; moving about the branch; and attending possible onsite and offsite meetings.

• The team member must be able to exchange information in person in writing and via telephone. Some degree of stress results from contact with vendors members management and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the branch and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled heated lighted and ventilated area.

• Must be able to travel 75% within the Greater Houston Metro and surrounding areas.

Minimum Qualifications

• High School Diploma or equivalent required.

• Minimum three (3) years of experience in customer service in a marketing role and/orbusiness development/account sales representative .

• Bachelors degree in business finance marketing or a related field preferred.

• An equivalent combination of education and experience may substitute for stated qualifications.

• A valid Texas drivers license and a clean driving record are .

• Experience with financial services and products.

• Experience marketing business-to-consumer (B2C) and business-to-business (B2B) preferred.

For All Candidates

This is a Full-Time Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race color religion sex national origin age disability genetic information sexual orientation gender identity or expression pregnancy veteranstatusor any other legallyprotected characteristic. If youd like more information about your EEO rights as an applicant under the law contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need reasonable accommodation please email or call for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities duties and skills required of personnel so classified. Furthermore they do not establish an employment contract and are subject to change at the discretion of the Company.