Published March 18, 2025

Business Development Representative

Full-Time
/
On-site
/
$30.79 - $32.25

The Role:

CEFCU is Not a Bank. We're Better®. Citizens Equity First Credit Union (CEFCU) is owned by every member who borrows and saves here. Borrowers help savers, savers help borrowers, and member/owners enjoy higher savings dividends, lower loan rates, and fewer fees. Interested in a career in a financial institution? CEFCU currently has a full-time *Business Development Representative* position open in our *Willow Glen Administrative Office*. Primary duties include, but are not limited to: * Responsible for individual goal achievement as well as supporting departmental goals as assigned. * Identifies financial literacy opportunities and develops business relationships with local schools and organizations. * Coordinates and plans public/community relations activities to increase market share and project a positive corporate image. * Enhances member and community financial wellbeing through financial education and the cross selling of CEFCU products and services. * Builds growth with the effective implementation of sales and service strategies within communities served. * Responsible for premium inventory control, coordinating CEFCU's presence at community fairs and festivals, requesting advertisements for CEFCU event program placement, and organizing CEFCU Member Center Celebrations. * Partners with Member Center teams to coordinate and implement Member Center Marketing promotions to support corporate objectives. Works with Member Center staff to support a consistent brand portrayal and ensure consistent implementation of CEFCU corporate brand/communication standards. This is a full-time position (minimum 40 hours for the week), with opportunities for over time; availability to work on weekends for Business Development events is required. The pay range for this position is $30.79 - $32.25 per hour. *Position Requirements* * High school diploma or equivalent * 1-2 years of communications, business, or marketing experience. * Exceptional interpersonal, communication, and presentation skills; must have experience with public speaking/giving formal presentations * *Ability to lift/carry boxes, tables, chairs, and canopies weighing up to 35 lbs.* * Due to frequent travel, a valid driver's license, insurance, and reliable transportation is required. * *Must have acceptable driving record, which is defined as no more than three moving violations in a 12 month period with no criminal violations, license revocations, or suspensions in the last five years.* *Preferred Experience/Education* * College degree in communications field (Marketing, Advertising, etc.), or in other Business related field * Previous experience in credit union/banking operations * Bilingual skills in Spanish are preferred but not required Schedule: * 8 hour shift * Weekends as needed * Please note: Core hours may change. Due to the large number of Business Development events scheduled throughout the year, flexibility in scheduling is required to accommodate business demands, including frequently working on both Saturdays and Sundays. *As part of the CEFCU team, you can benefit from:* * 401(k) and Pension Plan * Dental insurance * Employee assistance program * Flexible spending account * Health insurance * Health savings account * Life insurance * Opportunities for advancement * Paid time off * Referral program * Tuition reimbursement * Vision insurance * On-site fitness center * Casual days to support local charities CEFCU is proud to be an Equal Opportunity Employer with a diverse workforce dedicated to serving our members! If you're interested in this opportunity, please respond to this posting and attach your resume. Job Type: Full-time Pay: $30.79 - $32.25 per hour Benefits: * 401(k) * Disability insurance * Health insurance * Paid time off * Paid training * Tuition reimbursement Education: * High school or equivalent (Preferred) Experience: * Networking: 2 years (Preferred) * Public speaking: 1 year (Required) * Business development: 1 year (Required) License/Certification: * Driver's License (Required) Work Location: In person

What we are looking for:

  • Position Requirements*
  • High school diploma or equivalent
  • 1-2 years of communications, business, or marketing experience.
  • Exceptional interpersonal, communication, and presentation skills; must have experience with public speaking/giving formal presentations
  • *Ability to lift/carry boxes, tables, chairs, and canopies weighing up to 35 lbs.*
  • Due to frequent travel, a valid driver's license, insurance, and reliable transportation is required.
  • *Must have acceptable driving record, which is defined as no more than three moving violations in a 12 month period with no criminal violations, license revocations, or suspensions in the last five years.*

Responsibilities:

  • Responsible for individual goal achievement as well as supporting departmental goals as assigned.
  • Identifies financial literacy opportunities and develops business relationships with local schools and organizations.
  • Coordinates and plans public/community relations activities to increase market share and project a positive corporate image.
  • Enhances member and community financial wellbeing through financial education and the cross selling of CEFCU products and services.
  • Builds growth with the effective implementation of sales and service strategies within communities served.
  • Responsible for premium inventory control, coordinating CEFCU's presence at community fairs and festivals, requesting advertisements for CEFCU event program placement, and organizing CEFCU Member Center Celebrations.
  • Partners with Member Center teams to coordinate and implement Member Center Marketing promotions to support corporate objectives. Works with Member Center staff to support a consistent brand portrayal and ensure consistent implementation of CEFCU corporate brand/communication standards.

Benefits:

  • 401(k)
  • Disability insurance
  • Health insurance
  • Paid time off
  • Paid training
  • Tuition reimbursement
CE

CEFCU

San Jose, CA

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