What are the responsibilities and job description for the Representative position at Fire Police City County FCU?
JOB SUMMARY
Develop new business for the Credit Union. Cultivate new, and maintain existing, relationships for all facets of corporate partners (SEGs).
Duties include coordinating with company executives, sales and marketing professionals, frontline managers and employees, reviewing current market trends and proposing new business ideas / leads to improve revenue to grow Credit Union business.
ESSENTIAL FUNCTIONS
Develop contact lists of potential new SEG's, members, partners in the Credit Union's field of membership.
Contact and visit prospective members, partners, or SEGs to present information on available services, such as deposit accounts, lending products, digital banking, or investment services as appropriate.
Make presentations on financial services to groups to promote credit union products and financial literacy.
Identify and research potential clients / partners, make first contact to acquiring new business.
Contact current member base in a variety of methods and follow-up methods : via telephone, site visits, letters, emails, and direct mail campaigns.
Maintain an up-to-date contact tracking tool.
Examine the methods that are successful in developing business. Assess the products that best meet member needs.
Develop and manage strategic partnerships to grow business.
Promote all products and services with cross-selling to meet members' or SEGs needs.
Train, coach or mentor company employees.
Organize community outreach initiatives, such as company open houses and speaking events.
Other duties as assigned by President / CEO, Executive Management, or Business Development Manager.
COMPETENCIES / SKILLS
Communication and Interpersonal skills
Collaboration skills
Excellent Oral and Written Communication skills
Ethical Conduct
Research and Strategy skills
Time Management and Organizational skills
Decision Making skills
Negotiation and Persuasion skills
REQUIREMENTS / QUALIFICATIONS
High School Diploma or Equivalent
LM20
PI563960d80104-26289-34395959
Last updated : 2024-05-04