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Business Development Officer (Member Partner Advisor)
Rome, NY
Job Description
Member Partner Advisor
Location: 1916 Black River Blvd., Rome NY 13440
Location: 1916 Black River Blvd., Rome NY 13440
$51,309.49 to $76,964.23 actual rate will depend on experience
Position Type: Full Time, Exempt
About the Member Partner Advisor position:
Consistent with the credit union mission of providing our members the right financial services to live life, dream big and achieve financial success, the Member Partner Advisor will plan, lead and generate production in areas of demand to contribute to the continued profitable growth of AmeriCU Credit Union, AmeriCU Insurance Services LLS and AmeriCU Investment Services. Primarily responsible for directing regional business development efforts by researching, prospecting, and presenting to current and potential business partners and actively calling on key contacts. Professionally represent AmeriCU's companies and capabilities in the recruitment of new members and further development of relationships with existing members to increase accounts and grow the overall product portfolio.
Position Type: Full Time, Exempt
Who Are We?
AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.6 Billion and serving a membership base of over 160,000 members across Central New York, the United States, and beyond. For 72+ years we have been committed to our members, our employees, and our communities. In 2023 we were once again recognized as one of the Best Companies to Work for in New York State, and most recently AmeriCU has once again been recognized as one of the Best Credit Union's in America by Forbes. This year, only 3.4% of all credit unions earned the recognition of being a best-in-state credit union. In New York, 4 credit unions qualified for the honor - AmeriCU #2 in NYS.
About the Member Partner Advisor position:
Consistent with the credit union mission of providing our members the right financial services to live life, dream big and achieve financial success, the Member Partner Advisor will plan, lead and generate production in areas of demand to contribute to the continued profitable growth of AmeriCU Credit Union, AmeriCU Insurance Services LLS and AmeriCU Investment Services. Primarily responsible for directing regional business development efforts by researching, prospecting, and presenting to current and potential business partners and actively calling on key contacts. Professionally represent AmeriCU's companies and capabilities in the recruitment of new members and further development of relationships with existing members to increase accounts and grow the overall product portfolio.
Some Roles and Responsibilities:
- Produce sales volume to meet or exceed goals and budgeted forecasts in each of AmeriCU's core product categories: New Members, New Business Partners and maintenance of existing member partner relationships as well as loan products.
- Contribute to development and maintenance of business intelligence in AmeriCU's footprint, and in communities immediately contiguous to AmeriCU's footprint to analyze potential for AmeriCU's services in specific business situations.
- Solicit, schedule and conduct tailored, needs-based consultative visits and sales presentations to senior management of potential and existing Member Partners to attract new business relationships to the Credit Union. Business relationships constitute engaging AmeriCU for worksite financial education and counseling, insurance or retirement plan management.
- Serve a primary point of contact for AmeriCU with member partners. This includes ongoing relationship management and assuring business partner satisfaction.
- Maintain MRM system by logging all business development activities. Utilizes Salesforce and other assessment and reporting to coordinate efforts and develop a deep understanding of Member Partner and prospective Member Partner needs while identifying new opportunities.
- Develop and maintain knowledge necessary to remain a highly skilled subject matter expert in the products and services of each of AmeriCU's companies. Provide expertise and client-facing support to drive, develop and close business and maintain mutually beneficial member relationships.
- Work internally with Financial Center staff in both training and cultivating referrals for new business services opportunities.
- Report monthly and quarterly on all aspects of member partner development.
- Enroll new members at member partner worksite.
Come grow with us!
Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits:
Competitive rates on our Medical, Dental and Vision plans
Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU's High Deductible Health plans
Paid Holidays
Paid Time off - Vacation, Personal or Sick and Birthday
Employee Appreciation Events
401(k) Matching after 1 year of employment
Employee Assistance Program
Tuition Reimbursement for Full-time employees after 1 year of employment
Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees
Enhanced Short Term Disability - at no cost to you!
Equal Opportunity Employer – minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.
VISA sponsorship not available for our positions.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
Open
Required Security Clearance
Other Clearance
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