Under the direction of the Chief Experience Officer (CXO) the AVP of Business Development is responsible for driving membership growth strengthening brand presence and expanding the Credit Unions relationships within the communities we serve.
While this role in fully onsite at our Austin headquarters this position requires a strong external presence in the marketplace participation in community organizations and events and collaboration with internal teams to execute initiatives that drive product and brand awareness deepen relationships and increase overall membership.
In this role with UHCU you will get to:
Provide Leadership & Build Out a Team
As the program grows provide recommendations to the CXO on organizational structure and staffing needs to support expanded outreach and partnership initiatives.
Provide direct leadership coaching and mentorship to Business Development team members ensuring consistent application of leadership best practices performance management and employee development standards.
Build and sustain a strong leadership pipeline through succession planning talent development and a culture of accountability engagement and continuous improvement.
Oversee the execution of departmental priorities and deliverables to ensure operational stability and an exceptional member experience.
Foster open communication and a positive employer-employee relationship through recognition feedback and continuous performance coaching.
Establish the foundation for a scalable business development and partnership program including processes tools and performance metrics.
Strategically Plan & Develop Programs
Partner with the CXO to develop and execute a multi-year strategic roadmap and annual budget for business development and community partnership operations aligned with organizational goals growth and retention strategies and member experience priorities. Responsible for maintaining budget tracking and expense allocation reporting to the CXO.
Proactively identify and develop community-based opportunities to deliver financial literacy programs presentations and awareness campaigns that support brand awareness efforts.
Working with the Marketing Analyst review and analyze market trends community demographics and competitor strategies to inform partnership opportunities and member acquisition initiatives.
Translate data into actionable insights and recommendations for executive leadership.
Collaborate with the CXO to develop measurable goals KPIs and performance metrics aligned with the Credit Unions strategic priorities for business development.
In collaboration with the VP of Marketing and CXO develop and maintain an annual engagement calendar including community events and outreach activities to directly support member acquisition and retention initiatives.
Build Community Partnerships & Grow Membership
Participate in community meetings and events aligned with organizational and philanthropic objectives serving as the Credit Unions brand ambassador while promoting our mission products and community impact.
Partner with cross-departmental stakeholders to ensure community partnership initiatives translate into effective member acquisition campaigns.
Build relationships with community business owners using targeted techniques to spread brand awareness and promote Credit Union products and services.
Drive membership growth by cultivating relationships establishing communication channels and promoting brand awareness in new markets.
Partner with branch operations leadership to develop training resources and coaching for branch management staff to assist them with networking and building strong relationships within their local markets.
Build and maintain strong relationships with community leaders chambers of commerce and local organizations to generate referrals and partnership opportunities.
Champion Member Service & Business Acumen
Maintain in-depth knowledge of UHCU products and services offered as well as industry and marketing trends.
Champion the Credit Unions best-in-class hospitality standards to elevate the member experience.
Partner with branch operations leadership to ensure consistent outreach strategies and alignment with the Credit Unions member acquisition goals.
Foster a culture of community involvement by encouraging branch teams to serve as visible representatives of the credit union in their local markets.
Partner with the CXO to provide feedback to internal teams based on community partner and member insights gathered through community outreach efforts.
Maintain Performance Management & Create Reporting
Ensure accurate data management and reporting while monitoring performance indicators such as appointments campaigns and community engagement activities.
Track and report on membership growth employer partnership engagement and outreach activity performance.
Maintain a structured pipeline of prospective employer partners and monitor conversion metrics.
Provide regular updates to executive leadership on partnership growth business development outcomes and market opportunities.
Evaluate the effectiveness of outreach programs and recommend adjustments to improve member acquisition and retention results.
What you will need to succeed:
Minimum Qualifications
Bachelors degree from an accredited college or university in Business Administration Marketing or a related field.
Minimum of 7 years of progressive member acquisition experience customer service and/or marketing experience.
Highly developed skills in: presentation organization planning and leadership.
Strong analytical and process-development skills with experience leveraging metrics to drive operational and strategic decisions.
Self-motivated and goal driven with the ability to self-manage priorities.
Demonstrated experience developing managing and maintaining agency and stakeholder relationships
Strong written and verbal communication skills with the ability to collaborate effectively across all levels of the organization.
Highly adaptive and open to changes as the organization grows and evolves.
Ability to travel as required.
Preferred Qualifications
Masters degree in Business Administration (MBA) or related advanced degree.
5 years of experience in a financial institution or related industry.
5 years of experience with project management methodologies and program implementations.
Experience in a credit union or banking environment.
About United Heritage Credit Union:
The Credit Union was established in 1957 as an Austin-based credit union and over 65 years later we continue to serve communities in Central Texas Austin and Tyler communities as well as those that live in the rest of Texas through TXCC membership. Through innovative technology exemplary service standards and competitive products United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.7 billion in assets more than 78000 members 10 branch locations and approximately 270 employees. We are a full-service financial institution whose vision is To be your primary financial institution. Being part of our credit union means being part of our community.
UHCU Offers:
- Competitive Benefits Package
- 401(k) options (Pre-Tax or Roth)
- Generous paid time off (PTO)
- Tuition Reimbursement Program
Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!
Under the direction of the Chief Experience Officer (CXO) the AVP of Business Development is responsible for driving membership growth strengthening brand presence and expanding the Credit Unions relationships within the communities we serve.While this role in fully onsite at our Austin headquarters...
Under the direction of the Chief Experience Officer (CXO) the AVP of Business Development is responsible for driving membership growth strengthening brand presence and expanding the Credit Unions relationships within the communities we serve.
While this role in fully onsite at our Austin headquarters this position requires a strong external presence in the marketplace participation in community organizations and events and collaboration with internal teams to execute initiatives that drive product and brand awareness deepen relationships and increase overall membership.
In this role with UHCU you will get to:
Provide Leadership & Build Out a Team
As the program grows provide recommendations to the CXO on organizational structure and staffing needs to support expanded outreach and partnership initiatives.
Provide direct leadership coaching and mentorship to Business Development team members ensuring consistent application of leadership best practices performance management and employee development standards.
Build and sustain a strong leadership pipeline through succession planning talent development and a culture of accountability engagement and continuous improvement.
Oversee the execution of departmental priorities and deliverables to ensure operational stability and an exceptional member experience.
Foster open communication and a positive employer-employee relationship through recognition feedback and continuous performance coaching.
Establish the foundation for a scalable business development and partnership program including processes tools and performance metrics.
Strategically Plan & Develop Programs
Partner with the CXO to develop and execute a multi-year strategic roadmap and annual budget for business development and community partnership operations aligned with organizational goals growth and retention strategies and member experience priorities. Responsible for maintaining budget tracking and expense allocation reporting to the CXO.
Proactively identify and develop community-based opportunities to deliver financial literacy programs presentations and awareness campaigns that support brand awareness efforts.
Working with the Marketing Analyst review and analyze market trends community demographics and competitor strategies to inform partnership opportunities and member acquisition initiatives.
Translate data into actionable insights and recommendations for executive leadership.
Collaborate with the CXO to develop measurable goals KPIs and performance metrics aligned with the Credit Unions strategic priorities for business development.
In collaboration with the VP of Marketing and CXO develop and maintain an annual engagement calendar including community events and outreach activities to directly support member acquisition and retention initiatives.
Build Community Partnerships & Grow Membership
Participate in community meetings and events aligned with organizational and philanthropic objectives serving as the Credit Unions brand ambassador while promoting our mission products and community impact.
Partner with cross-departmental stakeholders to ensure community partnership initiatives translate into effective member acquisition campaigns.
Build relationships with community business owners using targeted techniques to spread brand awareness and promote Credit Union products and services.
Drive membership growth by cultivating relationships establishing communication channels and promoting brand awareness in new markets.
Partner with branch operations leadership to develop training resources and coaching for branch management staff to assist them with networking and building strong relationships within their local markets.
Build and maintain strong relationships with community leaders chambers of commerce and local organizations to generate referrals and partnership opportunities.
Champion Member Service & Business Acumen
Maintain in-depth knowledge of UHCU products and services offered as well as industry and marketing trends.
Champion the Credit Unions best-in-class hospitality standards to elevate the member experience.
Partner with branch operations leadership to ensure consistent outreach strategies and alignment with the Credit Unions member acquisition goals.
Foster a culture of community involvement by encouraging branch teams to serve as visible representatives of the credit union in their local markets.
Partner with the CXO to provide feedback to internal teams based on community partner and member insights gathered through community outreach efforts.
Maintain Performance Management & Create Reporting
Ensure accurate data management and reporting while monitoring performance indicators such as appointments campaigns and community engagement activities.
Track and report on membership growth employer partnership engagement and outreach activity performance.
Maintain a structured pipeline of prospective employer partners and monitor conversion metrics.
Provide regular updates to executive leadership on partnership growth business development outcomes and market opportunities.
Evaluate the effectiveness of outreach programs and recommend adjustments to improve member acquisition and retention results.
What you will need to succeed:
Minimum Qualifications
Bachelors degree from an accredited college or university in Business Administration Marketing or a related field.
Minimum of 7 years of progressive member acquisition experience customer service and/or marketing experience.
Highly developed skills in: presentation organization planning and leadership.
Strong analytical and process-development skills with experience leveraging metrics to drive operational and strategic decisions.
Self-motivated and goal driven with the ability to self-manage priorities.
Demonstrated experience developing managing and maintaining agency and stakeholder relationships
Strong written and verbal communication skills with the ability to collaborate effectively across all levels of the organization.
Highly adaptive and open to changes as the organization grows and evolves.
Ability to travel as required.
Preferred Qualifications
Masters degree in Business Administration (MBA) or related advanced degree.
5 years of experience in a financial institution or related industry.
5 years of experience with project management methodologies and program implementations.
Experience in a credit union or banking environment.
About United Heritage Credit Union:
The Credit Union was established in 1957 as an Austin-based credit union and over 65 years later we continue to serve communities in Central Texas Austin and Tyler communities as well as those that live in the rest of Texas through TXCC membership. Through innovative technology exemplary service standards and competitive products United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.7 billion in assets more than 78000 members 10 branch locations and approximately 270 employees. We are a full-service financial institution whose vision is To be your primary financial institution. Being part of our credit union means being part of our community.
UHCU Offers:
- Competitive Benefits Package
- 401(k) options (Pre-Tax or Roth)
- Generous paid time off (PTO)
- Tuition Reimbursement Program
Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!
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