GENERAL SUMMARY: Reporting to the VP Marketing, the Business Development Manager develops and implements cost-effective cross-functional business development strategies to promote and expand Credit Union access to Chevron, Bechtel, and select employee groups (SEGs). This involves teaming with senior leadership and other managers to translate Credit Union objectives into specific business development opportunities that aggressively extend the reach of the Credit Union?s message to current and new audiences through multiple channels. The Business Development Manager manages the Business Development Officer and leads the integration of business development efforts across the Credit Union?s departments and branches to ensure all are working together towards promoting the Credit Union to a wide audience. Develop/nurture relationships within Chevron, Bechtel and SEG management to support our strategic efforts to grow the Credit Union?s membership.
DUTIES and RESPONSIBILITIES:
Plans and directs the customized communication of information designed to keep current and potential member groups informed of our products and services at specific site locations to support business development efforts by branches, Advisory Councils and Ambassadors, including effective utilization of events and electronic channels available to the Credit Union.
Develops, implements and manages the Credit Union?s business development plan.
Oversees and promotes member educational seminars. Acts as the lead facilitator for seminars and community events. Manages resources to optimize effectiveness and cost of all events.
Analyzes activities, costs, operations, and forecast data to determine the effectiveness of business development events towards the progress of stated goals and objectives.
Identifies and builds productive relationships within senior management of our large SEGs.
Works with SEG management to sponsor events on SEG premises to promote the Credit Union and provide opportunities to sign up new members.
Manages Business Development Officer. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; coaching and appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Plans and directs development of marketing channels and tools to promote membership growth through new and existing SEGs and locations.
Obtains permission from SEG management to facilitate distribution of advertising and promotional materials to SEG employees.
Arranges for and conducts public contact initiatives designed to identify new SEG or community prospects.
Directs and promotes goodwill through such publicity efforts as speeches, exhibits, educational seminars and question/answer sessions.
Represents the Credit Union at public, governmental, social and business gatherings in our targeted communities.
Oversees and directs outside consultants and vendors to ensure quality and compliance with brand guidelines.
Consistently assesses new and existing vehicles for reach, effectiveness and return on investment.
Proposes and directs creation of new business development vehicles as appropriate to serve departmental and branch needs.
Writes and/or edits effective and grammatically correct copy for educational seminars, flyers, website, and other documents as required.
Other duties as assigned.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must be able to travel both locally and long-distance, using efficient modes of transportation.
Work involves standing and walking up to eight hours per day.
Most duties are performed from a seated position.
Work involves extensive use of computers, up to eight hours per day.
Includes occasional pushing, pulling, or carrying objects weighing up to 50 pounds such as documents and marketing materials.
Work normally requires finger dexterity and eye-hand coordination to operate computer keyboard at a proficient skill level.
Must be able to speak on the telephone for several hours per day.
Requires close vision, distance vision, and the ability to adjust focus.
EDUCATION and EXPERIENCE:
Bachelor?s degree in Business, Marketing or a related field.
At least five years of business development or marketing experience that includes developing and directing integrated business development programs and writing content for business development/marketing materials, SEG newsletters, BD events on the Web, etc.
Or equivalent combination of education and experience.
Prior credit union experience a plus.
Proven skill in written communication that demonstrates the ability to craft messages for a diverse array of audiences.
Proven written/oral communication skills which demonstrate the ability to effectively convey and explain information and tactfully deal with diverse people, situations and ideas.
Ability to write business development materials, reports and correspondence, including email, using correct spelling and grammar.
Ability to speak clearly, tactfully, and effectively to members, potential members, volunteers, SEG representatives, and employees at all levels of organization.
Ability to read and interpret information on systems and documents such as account information, written agreements, vendor contracts, and procedure manuals.
At least two years of supervisory experience.
Expertise in coaching, developing, interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rates, ratios, and percentages and to produce and interpret graphs.
Proficient in the use of Word and Excel.
Ability to effectively use all applicable banking and loan systems.
Ability to effectively utilize Outlook and employee Intranet.
Internet research skills.
Moderate keyboard skills at 40 wpm and 10-key by touch.
Ability to quickly learn specialized software applications.
OTHER CORE COMPETENCIES:
Ability to travel up to 12 days per month, including trips lasting several days.
Ability to establish and develop strong professional relationships with SEG group management and within the communities in which we operate.
Superior interpersonal, teamwork and collaboration skills, with demonstrated ability to establish and maintain strong working relationships with employees at all levels and across departments, including senior management and key individuals within the organization.
Proven ability to adapt to changing needs and tolerate ambiguity.
Proven ability to work well under pressure, managing a variety of initiatives simultaneously and under tight deadlines.
Demonstrated knowledge of multiple media used for communication as well as experience that demonstrates an understanding of how best to use established and emerging technologies to leverage and extend reach of content and credit union messaging for SEG groups.
Strong professional judgment, with proven ability to be a creative and critical thinker and problem-solver.
Ability to maintain complete confidentiality of member, employee, and Credit Union information.
Excellent organizational skills.
Excellent member service skills.
The ability to clearly and confidently give presentations to groups of all sizes.
The ability to clearly, confidently and correctly facilitate Q and A sessions with both members and potential members.
A willingness and ability to initiate, broaden and sustain favorable relationships with key decision-makers in other organizations.