The Ultimate Payback


Being released from Nassau University Medical Center has been an eye-opening experience at this point in my life. I have achieved and prevailed through unsurmountable challenges, and have secured my place at the Executive Level in the richest part of the country.

Wish me luck at landing this job!

Business Development Officer <!– –>

Direct Member Service BUSIN01634

Posted: July 5, 2018


Westbury, NY, USA

Westbury, NY, USA

+0 moreless

Job Details


The primary role of this individual will be to proactively source & acquire new employer relationships for the purposes of membership development and recruitment that provide new business to NEFCU.  This individual will be responsible for managing relationships with Centers of Influence, Business owners, Education Leaders, Community leaders and CU partners including branch staff, to maximize sales opportunities and build referral resources. The BDO is responsible for participating in activities centered on prospecting new business including canvassing, outbound calling and networking. This position requires availability and flexibility to work evening and weekend hours and includes extensive travel primarily on Long Island.

This individual must possess extraordinary communication, persuasion and presentation skills and have strong interpersonal and relationship management skills. He/she must possess the knowledge, skills, attitude and values necessary to create a climate for high individual and departmental achievement. He/she is expected to deliver a high level of retail and business member service at all times, including sales and technical expertise in consumer and business products.

Teamwork is essential to the success of this position. Working as a team player, this individual will assist his/her coworkers throughout the Credit Union in achieving total quality and contribute to a friendly and cooperative working environment.



Develop and execute a comprehensive market sales plan to achieve all goals, including but not limited to, deposit, lending, new member, new employer and consumer activity goals.

Build NEFCU’s @ work company portfolio by cultivating new business in the assigned market and evaluate opportunities presented through branch and call center referred prospects.

Maintain a Center of Influence network by engaging in business networking activities. Actively represent NEFCU in the business community to help drive effective employer partnerships which fuel goal achievement.

Manage NEFCU @ Work business pipeline, with an emphasis on ensuring timely decisions and quality communication with prospective Long Island employers.

Must be well-versed in market trends and understand how NEFCU’s banking products and services compare to competition.

Expand banking relationships by identifying needs and leveraging opportunities that increase member relationships with the credit union

Partner with NEFCU’s sales teams including branches, investment services, mortgage and commercial lending to deepen relationships, highlight NEFCU product offerings and facilitate effective referrals.

Partner with Business Development Specialist to ensure a quality member on-boarding experience and increase the potential to cross sell additional products.

Train and develop business development partners in effective sales and presentation skillsets.

Educate members on utilizing available access channels including ATM network, Mobile Banking, Online Banking, Remote Deposit, and Shared Branch Services.

Utilize assigned CRM to create pipeline report, and manage referrals. Maintain accurate records of activities conducted, results and follow up.

Adhere to NEFCU’s policies, procedures and standards.

Attend at least the required number of training sessions per year as outlined, as outlined by the department head, including any required self-guided NEFCU University on-line training classes, job specific webinars or other programs sanctioned by the NEFCU’s Organizational Development Department.

Successfully complete training certifications for IRAs, Business Accounts, and all Real Estate Loans, including Mortgages.

Travel to and from businesses, organizations, and events using own vehicle. Maintain a detailed log of all travel and expenses related to same.

Be flexible with work hours and, depending on work volume and or special projects/assignments, extend hours necessary to get the job done.

Perform other duties, tasks and special projects as required, assigned or directed.


  • Bachelor’s degree plus three years proven sales experience within a financial institution with 18 months in a leadership role, or five years Business Development and/or retail banking sales and relationship management experience
  • A strong degree of coordination and time management skills are essential.
  • Consistently demonstrate leadership in the areas of member service, cross-sales, goal achievement, quality, attitude, reliability, initiative, professionalism and work productivity by consistently achieving or exceeding standards set.
  • Registered as a NMLS representative
  • Experience and track record of proven success in:
  • External prospecting both phone and in person.
  • Generating leads and building a referral network.
  • Managing relationships.
  • Goal attainment.
  • Ability to influence others
  • Public speaking & conducting presentations.
  • Excellent communication skills both written and verbal
  • Proven record of reliability, dependability and flexibility
  • Detail oriented and organized
  • Results oriented, self-starter with consistent performance in achievement of sales, service and quality goals.
  • Ability and willingness to work flexible schedule that accommodates prospecting, networking and community relations events
  • High level of energy, enthusiasm, ambition and drive
  • Corporate appearance and positive, professional attitude

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

About shatteredwishes

I am in my late-thirties just trying to figure out life in a big city. "When in life you are handed lemons, make a vodka martini." "When I am happy I enjoy the music, but when I am sad I understand the lyrics."
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