
Business Development Representative
Role summary
Pelican Credit Union is seeking a Business Development Representative to focus on securing and nurturing business partnerships with Select Employer Group Partners (SEGs). This role involves attending and presenting at events, developing relationships through sales channels, and tracking interactions. The ideal candidate is a proactive, independent individual with strong public speaking and problem-solving skills, comfortable in a fast-paced environment. Responsibilities include presenting financial services, managing partner relationships, conducting market research, and assisting with event coordination. A degree in Business, Marketing, or Communication, along with 1 year of experience in client relationships and business development, is required. Prior financial institution experience is a plus.
Our Business Development Representative is responsible for focusing on securing, maintaining, and nurturing both current and new business partnerships that we call “Select Employer Group Partners” (SEGs). This representative will 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.
A DAY IN THE LIFE OF A BUSINESS DEVELOPMENT REPRESENTATIVE INCLUDES:
- Contact and visit prospective members, dealers, merchants or SEG partners to present information on available services, such as deposit accounts, lines-of-credit, cash management, electronic banking, lending products, or investment services as appropriate
- Make presentations on financial services to groups to promote credit union products as needed
- Manage and maintain all current and prospective SEG Partners, merchants, and contacts assigned to your territory in department tracking tool and applicable reports
- Research the demographics of the area in which the credit union operates and determine population groups served by the credit union. Develop contact lists of potential new SEGs or members to reflect research
- Serve as the primary liaison and contact for the credit union’s existing SEGs and maintain all facets of the relationship
- Assist with planning and coordinating special events including but not limited to chamber presentations, festival booths, marketing campaigns, and workshops
BUSINESS DEVELOPMENT REPRESENTATIVE SKILLS AND QUALIFICATIONS INCLUDE:
- 1 year of experience with client relationships/management and business development
- 2-year college degree in Business Administration, Marketing, Communication, or a related field of study
- Additional related experience may be considered in lieu of meeting education requirements
- Prior experience in a financial institution is a plus
- Excellent oral, written, and telephone communication skills
- Strong public speaking and problem-solving skills
- Knowledge of Microsoft Office products, including Word, PowerPoint, and Excel
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.
- Reliable transportation is needed.
- 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 at our Corporate Campus at 2675 O’Neal Ln, Baton Rouge, LA 70816.
WHY SHOULD YOU JOIN THE PELICAN TEAM?
Since 1956, Pelican 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 78,000 members nationwide. Because of our continued growth, Pelican 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 skill sets. We believe 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 Insurance with generous employer premium contributions
- Health Savings Account contributions for eligible employees
- Employer-Paid Life Insurance
- Paid Vacation & Sick Leave
- 15 Paid Holidays each year, which includes a Cultural Floating Holiday
- 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5% after 1 year of employment
Pelican Credit Union is an Equal Opportunity Employer. All Credit Union campuses are tobacco and vape-free.
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