This position carries out initiatives for expanding the Credit Union member base in a profitable manner, consistent with the strategic plan.  Accountable for contributing to the Credit Union's long-term successthrough the execution of member acquisition asset, and loan growth that positions the Credit Union as the financial institution of choice for retail/financial customers in the Credit Union's markets.

• Primary accountability for meeting or exceeding credit union growth goals for membership, 
  loans, and deposits as established with your manager.
• Partners with sponsor groups to promote the value of Credit Union membership to their 
  employees, developing new members from new and existing SEGS as well as local businesses
  through a variety of methods, including but not limited to, prospecting, cold/warm calling,
  referrals, open enrollments, employee meetings, and new employee orientation programs.
• Maintains and grows relationships with current members through pro-active activities
  consistent with its mission.
• Calls on and develops a referral network with real estate brokers, business/professional 
  associations, accountants, lawyers, etc. to solicit lending and deposit relationships.
  Conducts effective networking, outreach strategies and on-site visits to determine the
  business' feasibility and SEG needs.
• Contributes to the formulation, coordination, and implementation of the Credit Union's sales 
  plans, goals and objectives.
• Performs other duties as assigned.

Experience: At least two years of progressively responsible experience in outside sales or business
development within a business enterprise; or an equivalent combination of training and
experience.

Education: Graduation from a four-year college or university with major course work in business,
finance/accounting, marketing, or a closely related field; or an equivalent combination of
training and experience.

Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant
level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an
important part of the job.

Other Skills: The knowledge, skills and abilities necessary to successfully fulfill the accountabilities
illustrated in this position description.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.