SUMMARY
The AVP of Business Development is a highly collaborative, influential, and experienced leader responsible for developing and meeting objectives, with an emphasis on membership growth and community engagement. This is accomplished through the leadership, coaching, and direction of the Business Development team and establishing relationships with the credit union's SEG partners and the community. They will manage third-party partners and events for County Federal's volunteer and financial educational programs. The AVP of Business Development is responsible for directing and managing all the administrative functions of the Business Development experience, in accordance with best practices, industry standards, legal and regulatory requirements, and internal policies and procedures to ensure the implementation of the organization's strategic objectives. This includes, but is not limited to, the management and oversight of the following area functions:
1. Member experience
2. Measurement of performance - Key Performance Indicators (KPIs)
3. Process engineering and improvement
4. Campaign Management
5. Development of team members
6. Promoting a consultative culture
7. Volunteer Hours
QUALIFICATIONS
To perform these jobs successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonableaccommodationsmaybemadetoenableindividuals with disabilities to perform essential functions.
Education and/or Experience: A bachelor's degree in a relevant field, 6 to 8 years of experience in marketing, business development, and/or equivalent working experience. Comfort with data analysis and interpreting data and agency management experience is required.
Certificates, Licenses, Registrations: None Required.
Geographical Location: This position may be eligible for a flexible work arrangement. Individuals working in this position must be located within the state of California.
ESSENTIAL FUNCTIONS
Create, administer, and implement business development strategies and tactics for the Credit Union.
Coach the Business Development team to initiate and develop relationships with key prospects to identify banking needs.
Maintain relationships with SEG partners to ensure engagement success.
Establish and achieve sales goals, metrics, and milestones.
Capture the needs of SEG partners and the community and consult with the VP of Member Experience and internal teams for solution development.
Represent the Credit Union during and outside of normal business hours; conduct outreach with community organizations, employers, formal education programs, sponsors, and other similar organizations that support our local community. Contact, develop, and maintain relationships with community-based organizations. Provide exceptional service to members, community partners, and team members and be aligned with the organizational mission, vision, and core values.
Manage the Credit Union's financial literacy program.
Develop and execute a business plan, and establish performance goals for the business development staff that are strategically aligned with the overall goals of the Credit Union.
Develop employees to their fullest potential by providing challenging opportunities that enhance employee career growth. Build bench strength encompassing succession planning, recognizing and rewarding employees for accomplishments.
Provide timely and accurate analyses of budgets, project proposals, and business trends in the immediate market area.
Actively manage and direct all daily operations of Business Development to ensure efficiency and optimal member service levels. The activities include scheduling, hiring, training, coaching, and managing staff, setting up and breaking down business development events, process improvement, workflow management, budgeting, expense control, and administrative and sales activities.
Open new memberships with control and security of member information, complying with all applicable policies and procedures.
Create and promote opportunities for volunteerism at County Federal. Execute and participate in/drive charitable events and/or large organizational initiatives. Explore the creation of a volunteer committee and chairs.
Coordinate community and special events.
Maintain working knowledge of regulatory compliance related to member services and financial services areas.
Assist with special projects as needed and perform other related duties as requested or assigned.
Compliance with the Bank Secrecy Act, OFAC, and USA PATRIOT Act including but not limited to reporting suspicious activities to your supervisor and BSA Officer.
KNOWLEDGE, SKILLS AND ABILITIES
Previous success in a leadership position in business development.
6+ years in progressive business development roles, including experience leading and mentoring high-performing teams.
Experience scaling programs and the ability to thrive in a fast-paced environment with a hands-on approach.
Must be willing to work occasional evenings and weekends.
Strong experience with Microsoft Office Tools - PowerPoint, Excel, Word. Experience using Canva / Creative Cloud / creative development tools is a plus.
Exceptional attention to detail.
Superior communication, problem-solving skills, and ability to learn and adapt quickly.
Ability to build positive working relationships across all levels of the organization and with people from all walks of life.
Hungry: Always looking for more. More things to do. More to learn. More responsibility to take on. Self-motivated and diligent. Constantly thinking about the next step and the next opportunity.
Humble: Lack of excessive ego or concerns about status. Quick to point out the contributions of others and slow to seek attention for self. Shares credit, emphasizes team over self and defines success collectively rather than individually.
Work Intelligently: Have common sense about people. Tend to know what is happening in a group situation and how to deal with others in the most effective way. Demonstrates good judgment and intuition around the subtleties of group dynamics and the impact of their words and actions.
Supervisory Responsibilities: Manages all staff and vendor relationships related to Business Development. Is responsible for the overall direction, coordination, and evaluation of these positions. 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; appraising performance; rewarding, coaching, and correcting the performance of employees when necessary, according to established standards.
PHYSICAL REQUIREMENTS
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the position's essential functions.
Full-time hours required, with additional work hours as necessary to accomplish objectives, goals, and projects.
Occasionally lift and/or move up to 10 pounds.
EEO STATEMENT
SCCFCU encourages diverse applicants to apply for all positions. SCCFCU does not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, familial status, marital status or domestic partner status, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition including genetic characteristics, veteran or military status, sexual orientation, gender identify, gender expression, any persons holding an undocumented "AB 60" driver's license, or any other characteristic protected by law. This provision also includes the perception that anyone has any of the above characteristics or is associated with a person who has or is perceived as having any one of these characteristics. Discrimination based on any of these protected classifications is unlawful and is a violation of company policy. The Company makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.
This job description is not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. Santa Clara County Federal Credit Union reserves the right to revise or change job duties and responsibilities as the need arises.
$107,754 - $134,692 a year