Business Development Representative
Business Development | San Francisco, CA | Full Time | From $26.00 to $33.00 per hour
Job Description
Who Are We?
With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a (Job Title) for our (Location) Branch in San Francisco.
The Position
The Business Development Representative (BDR) plays a key role in supporting the growth of the credit union by identifying, developing, and maintaining relationships with prospective and current members, select employer groups (SEGs), and community organizations to grow membership and enhance the Credit Union's brand presence. This role involves outreach, event coordination, strategic partnerships, and the promotion of financial products and services to meet business growth goals.
Key Responsibilities and Functions:
Develop and maintain relationships with SEGs, community groups, and local businesses.
Conduct regular onsite visits, financial wellness seminars, and promotional events to attract new members and deepen existing relationships.
Identify opportunities for growth in new and existing markets.
Collaborate with the marketing team to develop targeted campaigns and materials.
Represent the credit union at community events, trade shows, chamber meetings, and financial education sessions.
Promote and cross-sell credit union products and services (e.g., checking accounts, loans, credit cards) to meet business development goals.
Monitor membership growth and SEG penetration, preparing regular reports for leadership.
Coordinate with branch managers, loan officers, and marketing personnel to ensure alignment of outreach efforts and product promotions.
Maintain accurate attendee feedback records from business development activities, including member interactions and proposal outcomes.