Job Description
Who Are We?
With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a (Job Title) for our (Location) Branch in San Francisco.
The Position
The Business Development Representative (BDR) plays a key role in supporting the growth of the credit union by identifying, developing, and maintaining relationships with prospective and current members, select employer groups (SEGs), and community organizations to grow membership and enhance the Credit Union's brand presence. This role involves outreach, event coordination, strategic partnerships, and the promotion of financial products and services to meet business growth goals.
Key Responsibilities and Functions:
Develop and maintain relationships with SEGs, community groups, and local businesses.
Conduct regular onsite visits, financial wellness seminars, and promotional events to attract new members and deepen existing relationships.
Identify opportunities for growth in new and existing markets.
Collaborate with the marketing team to develop targeted campaigns and materials.
Represent the credit union at community events, trade shows, chamber meetings, and financial education sessions.
Promote and cross-sell credit union products and services (e.g., checking accounts, loans, credit cards) to meet business development goals.
Monitor membership growth and SEG penetration, preparing regular reports for leadership.
Coordinate with branch managers, loan officers, and marketing personnel to ensure alignment of outreach efforts and product promotions.
Maintain accurate attendee feedback records from business development activities, including member interactions and proposal outcomes.
Who Are You?
Knowledge, Skills and Abilities
· Requires a minimum of 1 year of experience in a financial institution.
· Requires a thorough knowledge of credit union products and services.
· Ability to work collaboratively with a diverse range of partners and adaptation to change during events.
· Familiarity with CRM software (e.g., Salesforce, HubSpot) is a plus.
· Detail-orientated, organized, self-driven with the ambition to have results with the ability to prioritize, analyze, and execute autonomously.
· Proficient in Microsoft Office Suite including, (Word, Excel, PowerPoint)
· Complies with appropriate legal, regulatory, internal control and quality standard requirements of the Credit Union including the Bank Secrecy Act.
· Ability to work in a fast-paced, deadline-driven environment.
· An inner passion for self-growth, while growing with the community of San Francisco.
· Critical thinking and strong problem-solving skills
Why Join Us?
The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.
SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Job Tags
Full time, Work at office, Local area,