Business Development Account Representative

Summary

Join NASA Federal Credit Union as a Business Development Account Representative to expand our field of memberships by developing new business relationships. This highly visible role involves building profitable relationships with target companies and associations. You will create and conduct marketing activities to promote the Credit Union's products and services. Frequent travel is required, and you'll present to groups of up to 50 people. The ideal candidate resides within 100 miles of Upper Marlboro, Maryland, or is willing to relocate. This position offers a competitive salary and a comprehensive benefits package.

Requirements

• Two to four years related experience and/or training; or equivalent combination of education and experience
• Must have experience with Microsoft Excel, Word and PowerPoint
• Conducting presentations to groups up to 50 people
• Reside within a 100 mile radius from Upper Marlboro, Maryland or be willing to relocate

Responsibilities

• Identifies prospects, clients, and referral sources and develops/maintains relationships
• Support efforts to consistently grow the base of referral sources
• Actively manages short- and-long term leads from internal referral sources to qualify members and advance them through the business development process
• Manages marketing data using applicable sales management systems or tools (e.g., database, computerized call calendars and time management systems) to maximize efficiency and analyze data/marketing activity on a weekly basis
• Effectively presents and discusses the products and services available to prospective members in a way that conveys an image of quality, integrity and superior understanding of customer needs
• Selects which internal clients to pursue and when to proceed or discontinue effort to meet CU productivity and ROI goals
• Identifies client needs and determines which marketing resources or educational seminar will be used to convey message and build relationship
• Conducts on-site and community-based presentations, seminars and educational sessions that promote the image of our company as a leader in the financial services industry
• Performs market assessments, competitor analyses, pricing strategies
• Draw conclusions from market assessment data on the competitive environment and the company’s strengths, weaknesses, opportunities, and targets, and provide advice to the AVP and Manager of Business Development
• Assists in development of a strategic sales plan that increase company and association penetration, prioritizes activities according to importance and ability to provide results
• Develops and execute call schedule that is in alignment with business development strategies and adequately covers assigned territory.  Provide daily reports and data on results
• Assists in development of annual business development and marketing strategies in conjunction with the AVP of BD and BD Manager, and the BD team, and identify joint marketing opportunities where applicable
• Investigates and resolves client’s problems
• Keeps current on new technology
• Understands and complies with all systems and programs in place

Preferred Qualifications

Bachelor's degree from an accredited college or university

Benefits

• Salary: $72,500 - $96,875 / Annually
• Health Insurance (Choice of two nationwide PPO plans)
• High Deductible Plan: 100% employer contribution toward premium. (HSA and FSA compatible)
• Low Deductible Plan: Generous employer contribution toward premium. (FSA compatible)
• Dental Insurance
• Vision Insurance
• Life Insurance/AD&D*
• Long-term Disability Insurance
• 401(k) with employer match up to 6% and immediate 100% vesting*
• Gain Sharing (eligibility rules apply) *
• Vacation Leave*
• Sick and Safe Leave*
• 11 Paid Holidays*
• Education Assistance*
• Employee Referral Bonus*
• Credit Union Membership*
• Employee Assistance Program*
• Identity Theft Protection* (Additional fee to add family members)
• Medical Care Management
• Wellness Programs: Health Coaching, Weight Loss, Tobacco Cessation, Patient Advocacy, and Discounts*