Business Development Representative

Location: 6165 Emerald Parkway, Dublin OH 43016 This position is 100% on-site with no options for remote work Schedule: Includes daytime, evening, and weekend work totaling approximately 40 hours per week. ABOUT BMI FEDERAL CREDIT UNION (BMI FCU): BMI Federal Credit Union is a not-for-profit financial cooperative providing banking services to our member-owners. Our goal is simple – to improve the financial well-being of our members and our community. For 17 consecutive years (2010-2026), BMI FCU has been named a “Best Place to Work in Ohio” by the Workforce Research Group. Benefits You’ll Love: 401(k) Plan with Company Match Paid Time Off & Paid Holidays Medical, Dental, and Vision Insurance Robust Wellness Program Life & Disability Insurance Educational Assistance Generous Health Reimbursement Arrangement (HRA) Funds Employee Assistance Program (EAP) If you enjoy working for a smaller company and having the ability to positively affect an entire organization, then BMI FCU is the place for you! POSITION SUMMARY : This position is responsible for growing the Credit Union by increasing the number of Members and the number of products and services for Members, Preferred Employer Groups (PEGs), and with the communities BMI FCU serves. Responsible for identifying, generating, and supporting new Members, PEGs, and soliciting in target markets by maximizing visibility and providing Member satisfaction. Provide friendly, professional, support, and monitor the implementation of growth opportunities and responsive service while representing BMI FCU. This position backs-up other functions within Business Development. ESSENTIAL JOB FUNCTIONS: Provide on-site support for PEGs through personal visits, telephone calls, and correspondence and keep representatives supplied with the materials they need to inform their employees about the credit union Support PEGs and community groups at their: Orientations Benefit fairs Lunch and learns Charitable events Educate prospective and current members about products and services that BMI FCU offers; cross-sell Maintain up-to-date data files and initiatives on all employer and community groups through the Customer Relationship Management (CRM) system Work with the Financial Education Specialist regarding trends and needs of PEGs related to financial wellness issues Provide recommendations and feedback on financial wellness content and efforts at employer and community groups Assist in planning and coordinating events for PEGs and events in the community Prepare monthly reports outlining PEG program activities and expenses Represent the Credit Union at employer, community and charitable events; assist in planning and implementing appropriate activities at these events; transport related materials and supplies to such events as needed Partner with Marketing and the Business Development Coordinator to design and produce recruitment pieces to increase membership with existing PEGs …