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Community Financial Credit Union

Community Financial: We Create Belonging!

Would you like to be part of an organization that believes in being passionate about what you do?

Be a part of a team that cares relentlessly about our members and the communities we serve.

Join the CFCU team where we put our members and our team members first!

Compensation for this position starts at $65,500

annually

and may increase with relevant work experience and transferrable skills

Position Summary:

The Director/Business Deposit Development is responsible for the development of new commercial deposit relationships throughout the credit union network. Responsible for reviewing and proposing market supported changes to the credit union’s existing and emerging business deposits product line to drive business deposit growth for the credit union. Seeks new sales channels to grow business deposit balances, relationship and to meet member needs.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for members and colleagues; ensures that actions and behaviors drive a positive member experience.

Essential Functions and Responsibilities:

The minimum requirement for any team member of our company is to work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with Equal Employment Opportunity standards and regulations. We also require, as a minimum standard, that all team members have the ability to accept direction and constructive criticism from supervisors and managers.

  • New Business Calling Effort: Pro-actively identifies, develops and builds NEW profitable relationships with members consistent with the objectives of Treasury Services and the Credit Union to retain and deepen member relationships.
  • Prepare a Relationship Plan and calling schedule for each member or prospect in conjunction with the strategic business development program. Identify business opportunities and solicits referrals for Treasury Services or other Credit Union products or services from existing customers, a network of referral sources, and other professionals in the industry.
  • Key position responsible for Commercial deposit balances growth.
  • Develop a strong understanding of company, industry, business and needs to assist in member calling efforts. Set objectives for each relationship in terms of revenue/deposit contribution, etc.
  • Retention Calling Efforts: Actively works with existing members and develops prospects consistent with the Treasury Service business strategy to expand existing relationships and deposits to the Credit Union
  • Manage and support existing products, new product development, in-depth knowledge of products, and support of sales initiatives through product training. Facilitate new product training and support.
  • Collaborate with key internal and external stakeholders to enhance, and manage commercial deposits products to meet the credit union’s funding needs and increase profitability.
  • Represent the Credit Union by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of the Credit Union business deposit efforts.
  • Coordinate with operations functions to establish quality standards for delivery of deposit(s) accounts.
  • Prepare complete packages for new/revised deposit accounts and work with internal members to execute documents.
  • Open new/revised accounts within core system according to all Credit Union policies and regulations.
  • Define responsibilities and coordinates objectives for all deposit product areas in a relationship or transaction. Resolve all member needs and any internal issues.
  • Maintain and update systems with sales calls for prospects and members. Monitor and analyze relationship results and account activities. Determine member profitability. Make a recommendation regarding accounts to be further developed or eliminated. Prepare reports for management including providing monthly expense reports with proper detail.
  • Maintain awareness of competitive products, practices, rates and changes in market conditions.
  • Analyze problem areas and meets with member to develop solutions to minimize loss exposure.
  • Manage the workflow/process to achieve an efficient and productive result
  • Understand and adhere to all Credit Union, DFIS, NCUA, Compliance and Marketing standards, policies, and procedures especially business deposit related.
  • Other duties as assigned by leadership.

Additional Functions and Responsibilities:

  • Overnight and local travel to branches and other locations to meet member needs within the State of Michigan as necessary.
  • Overnight and local travel to instate and out of state business related conferences, business development functions and other activities related to business relationship/development work.

Qualifications Required:

  • High school diploma or equivalent.
  • 3 years’ experience in sales or sales development in financial company.
  • 1 year of leadership experience.
  • Excellent presentation and communications skills required.
  • Strong analytical skills, project management, and product management experience.
  • Demonstrated business acumen.
  • Proven successful goal setting and achievements.
  • Proficiency using Excel and Word.
  • Capable of working well independently and in teams.

  • Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.

  • Exceptional interpersonal, verbal, presentation, and written communication skills.

Qualifications Preferred:

  • Bachelor’s degree.
  • 1-3 years relationship management of Treasury Services Deposits based clients/portfolio in a financial services company
  • 1-3 years of Treasury Services / Treasury Deposits product sales and new business development in a financial services company
  • Minimum of four years product management and development experience, preferably within the financial industry.

Core Competencies:

  • Member-focused: Championing our service philosophies to all internal & external members.
  • Productive: Achieving excellence with attention to detail.
  • Proactive: Taking initiative and ownership.
  • Analytical: Using critical-thinking and problem-solving skills.
  • Organized: Efficiently managing time and other resources.
  • Communicative: Accurately expressing oneself verbally and in writing.
  • Supportive: Being approachable, respectful, and team-oriented.
  • Teachable: Embracing continuous improvement.
  • Confidential: Maintaining a high level of confidentiality.
  • Compliant: Respecting regulations, policies, and procedures.
  • Computer proficient: Adept at using computers.

Working Conditions:

This position works in-office. Work requires an appropriate work environment in the home. In-office working conditions are normal. Lighting, temperature, audio, and work space are all sufficient. Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work also requires lifting up to 10 pounds of work-related supplies.

Disclaimer/Intent and Function of Job Descriptions:

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications required of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with his or her supervisor.

Equal Employment Opportunity Policy:

Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.

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Source

Community Financial Credit Union

Community Financial: We Create Belonging!

Would you like to be part of an organization that believes in being passionate about what you do?

Be a part of a team that cares relentlessly about our members and the communities we serve.

Join the CFCU team where we put our members and our team members first!

Compensation for this position starts at $65,500

annually

and may increase with relevant work experience and transferrable skills

Position Summary:

The Director/Business Deposit Development is responsible for the development of new commercial deposit relationships throughout the credit union network. Responsible for reviewing and proposing market supported changes to the credit union’s existing and emerging business deposits product line to drive business deposit growth for the credit union. Seeks new sales channels to grow business deposit balances, relationship and to meet member needs.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for members and colleagues; ensures that actions and behaviors drive a positive member experience.

Essential Functions and Responsibilities:

The minimum requirement for any team member of our company is to work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with Equal Employment Opportunity standards and regulations. We also require, as a minimum standard, that all team members have the ability to accept direction and constructive criticism from supervisors and managers.

  • New Business Calling Effort: Pro-actively identifies, develops and builds NEW profitable relationships with members consistent with the objectives of Treasury Services and the Credit Union to retain and deepen member relationships.
  • Prepare a Relationship Plan and calling schedule for each member or prospect in conjunction with the strategic business development program. Identify business opportunities and solicits referrals for Treasury Services or other Credit Union products or services from existing customers, a network of referral sources, and other professionals in the industry.
  • Key position responsible for Commercial deposit balances growth.
  • Develop a strong understanding of company, industry, business and needs to assist in member calling efforts. Set objectives for each relationship in terms of revenue/deposit contribution, etc.
  • Retention Calling Efforts: Actively works with existing members and develops prospects consistent with the Treasury Service business strategy to expand existing relationships and deposits to the Credit Union
  • Manage and support existing products, new product development, in-depth knowledge of products, and support of sales initiatives through product training. Facilitate new product training and support.
  • Collaborate with key internal and external stakeholders to enhance, and manage commercial deposits products to meet the credit union’s funding needs and increase profitability.
  • Represent the Credit Union by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of the Credit Union business deposit efforts.
  • Coordinate with operations functions to establish quality standards for delivery of deposit(s) accounts.
  • Prepare complete packages for new/revised deposit accounts and work with internal members to execute documents.
  • Open new/revised accounts within core system according to all Credit Union policies and regulations.
  • Define responsibilities and coordinates objectives for all deposit product areas in a relationship or transaction. Resolve all member needs and any internal issues.
  • Maintain and update systems with sales calls for prospects and members. Monitor and analyze relationship results and account activities. Determine member profitability. Make a recommendation regarding accounts to be further developed or eliminated. Prepare reports for management including providing monthly expense reports with proper detail.
  • Maintain awareness of competitive products, practices, rates and changes in market conditions.
  • Analyze problem areas and meets with member to develop solutions to minimize loss exposure.
  • Manage the workflow/process to achieve an efficient and productive result
  • Understand and adhere to all Credit Union, DFIS, NCUA, Compliance and Marketing standards, policies, and procedures especially business deposit related.
  • Other duties as assigned by leadership.

Additional Functions and Responsibilities:

  • Overnight and local travel to branches and other locations to meet member needs within the State of Michigan as necessary.
  • Overnight and local travel to instate and out of state business related conferences, business development functions and other activities related to business relationship/development work.

Qualifications Required:

  • High school diploma or equivalent.
  • 3 years’ experience in sales or sales development in financial company.
  • 1 year of leadership experience.
  • Excellent presentation and communications skills required.
  • Strong analytical skills, project management, and product management experience.
  • Demonstrated business acumen.
  • Proven successful goal setting and achievements.
  • Proficiency using Excel and Word.
  • Capable of working well independently and in teams.

  • Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.

  • Exceptional interpersonal, verbal, presentation, and written communication skills.

Qualifications Preferred:

  • Bachelor’s degree.
  • 1-3 years relationship management of Treasury Services Deposits based clients/portfolio in a financial services company
  • 1-3 years of Treasury Services / Treasury Deposits product sales and new business development in a financial services company
  • Minimum of four years product management and development experience, preferably within the financial industry.

Core Competencies:

  • Member-focused: Championing our service philosophies to all internal & external members.
  • Productive: Achieving excellence with attention to detail.
  • Proactive: Taking initiative and ownership.
  • Analytical: Using critical-thinking and problem-solving skills.
  • Organized: Efficiently managing time and other resources.
  • Communicative: Accurately expressing oneself verbally and in writing.
  • Supportive: Being approachable, respectful, and team-oriented.
  • Teachable: Embracing continuous improvement.
  • Confidential: Maintaining a high level of confidentiality.
  • Compliant: Respecting regulations, policies, and procedures.
  • Computer proficient: Adept at using computers.

Working Conditions:

This position works in-office. Work requires an appropriate work environment in the home. In-office working conditions are normal. Lighting, temperature, audio, and work space are all sufficient. Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work also requires lifting up to 10 pounds of work-related supplies.

Disclaimer/Intent and Function of Job Descriptions:

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications required of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with his or her supervisor.

Equal Employment Opportunity Policy:

Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.

PI211601105

Tagged as: , , , , , , , , , , , , ,

Source

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