The role of the Business Development Representative focuses on securing, maintaining, and nurturing current and new business partnerships that we call Select Employer Group Partners (SEGs). Our Business Development Representatives attend and present at various events to our branch communities and focus on ensuring that our relationships and community outreach efforts will bring in new accounts to the credit union. They develop business and form relationships with contacts through indirect and direct sales channels. They track and report on all events and interactions with current and potential partners. The ideal candidate is a go-getter who thrives in a fast-paced environment and has a passion for serving others. Public speaking is a must! They should be comfortable working independently and as a contributing member of a team. Meeting deadlines and attention to detail are critical pieces of this position. Our Business Development Representative must embody Pelican’s Core Values and provide excellent service in all that they do.
A Day in the Life of a Business Development Representative INCLUDES:
- Building stronger relationships with current SEG partners through communication efforts and in person visits in addition to attending employee appreciation events, benefits fairs, and new hire orientations.
- Managing and maintaining all current and prospective SEG Partners, merchants, and contacts assigned to your territory in department tracking tool and applicable reports.
- Attending various meetings in the community and/or at trade associations to develop new business prospects and promote the credit union.
- Making presentations on financial services to groups to promote credit union products as needed.
- Assisting with the development and implementation of the overall business development strategy for the credit union.
Business Development Representative Skills and qualifications includes:
- 2-year college degree in Business Administration, Marketing, Communication, or a related field. Additional related experience may be considered in lieu of education.
- 1 year of experience in client relationships/management and business development. Prior experience in a financial institution is a plus.
- Excellent oral, written, and telephone communication skills.
- Strong problem-solving, attention to detail, and member service skills.
- Proficiency in Microsoft Office products, especially Excel.
- Reliable transportation.
Other things you may want to know about this position:
- Work Schedule
- Monday – Friday
- 8:00 am – 5:00 pm
- The work schedule has the potential to fall outside of normal work hours to include weekends depending on SEG partner needs.
- Travel
- Frequent and independent travel is required for this position.
- Work Site Location
- Work will be performed in an indoor office and outdoor settings at SEG partner locations with a variety of industries.
- Home office is Houma Branch at 292 S. Hollywood Road Houma, LA 70360
- Frequent and independent travel is required.
Why should you join the pelican team?
Since 1956, Pelican State Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 68,000 members nationwide. Because of our continued growth, Pelican State Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.
Our culture is grounded in faith, and we strive to live the golden rule of ‘love thy neighbor’. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skillsets. We believe that our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.
Our full-time employees enjoy amazing benefits including:
- Medical, Dental, and Vision Insurances with generous employer premium contributions
- Health Savings Account with employer contributions for eligible employees
- Employer-Paid Group Life Insurance
- Voluntary Dependent Life Insurance
- Retiree insurance for eligible employees
- Paid Vacation & Sick Leave
- 15 Paid Holidays, including a Cultural Floating Holiday
- 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5%
- Paid Time Off to volunteer with approved non-profits and charities
- Tuition Reimbursement Program
Pelican State Credit Union is an Equal Opportunity Employer and a drug-free workplace. All locations are tobacco-free facilities.
Interested applicants can find all open positions at: Job Search - Career Portal (dayforcehcm.com)