Hybrid Business Development Officer III bei Kitsap Credit Union

About Us

Kitsap Credit Union is a not-for-profit, member-owned financial cooperative with more than 300 employees and 14 branches throughout Western Washington. We have a passion for making a positive difference. As a $2 + billion-asset credit union, we are deeply committed to our members’ financial wellbeing and the prosperity and quality of life in the communities we serve. We are proud to be led by individuals with the experience and skills to drive our organization towards our goals for strategic growth and operational excellence. Our KCU Cares Foundation program focuses on providing resources and support for those struggling with homelessness or hunger and improving the financial well-being of the people in our communities. And beyond monetary efforts, we have provided thousands of hours in staff volunteerism and in-kind support.

At Kitsap Credit Union, our success is built on trust-based relationships and personalized service. We understand our employees are key to our success. They provide the personalized service to our members and contribute to the communities where we live. We are committed to providing a supportive, mission-driven, and inclusive culture where employees can grow their careers. To learn more, visit kitsapcu.org. 

About the Role

Kitsap Credit Union is searching for a Business Development Officer III (BDO III). The BDO III is a high-performing relationship strategist responsible for prospecting, acquiring, and growing top-tier business relationships with substantial deposit and lending needs in the credit union’s targeted industries, while ensuring compliance with KCU’s policies and procedures. This role requires mastery in business development, public presentation, growth planning, and relationship cultivation. The ideal candidate will excel at building relationships with centers of influence (COIs), actively engaging in networking events, and leveraging their strong sales background to deliver exceptional results. This role is vital in driving the growth and success of our business banking portfolio.

In this role, 80% of your time will be dedicated to prospecting and business development activities, with the remaining 20% focused on administrative and planning duties.

Quick Facts

Reports to: Director, Business Services

Employment Type: Full-time, salary, exempt, in-person

Salary Range: $77,968.80 - $105,000 depending on experience

Bonus Target: 8% potential incentive of base pay

Working Hours: Monday - Friday 8AM - 5PM 

Grade: 11BC

Industry: Banking

Key Responsibilities 

• Independently and proactively pursue, acquire, and manage complex, multi-product business relationships which include deposits, lending, treasury, affinity programs, and KCU at Work, with businesses with $5MM to $20MM in annual sales.
• Promote and drive adoption of merchant services, ensuring members have access to efficient payment processing and point-of-sale solutions.
• Use out-of-the-box thinking and innovative strategies to uncover business opportunities and address member needs.
• Leverage KCU approved technology to enhance business development activities, streamline member engagement, and uncover insights.
• Effectively communicate the value of our business banking products and services to prospects, focusing on long-term partnerships.
• Collaborate and refer opportunities to Commercial Relationship Managers.
• Work closely with Business Services Specialists to transition acquired accounts for onboarding, account management, and relationship management.
• Manage the longer sales cycle associated with business member acquisition, ensuring consistent follow-up and engagement with leads.
• Maintain organized records of prospects, activities, and progress using CRM tools, ensuring leads are followed up with in a timely manner.
• Represent the credit union as a knowledgeable, respected, trusted advisor at public events,  and in strategic partnerships, and high-profile engagements.
• Expert level presentation skills. Ability to lead business-focused workshops.
• Build and maintain strong relationships with COIs, such as CPAs, attorneys, and industry leaders, bringing awareness of the credit union difference and enhancing referral opportunities.
• Speak confidently to large audiences, participate in panel discussions, and represent KCU’s brand.
• Work with Director of Business Services to create and maintain a strategic business development plan and contribute to the growth strategy of the credit union.
• Mentor and advise junior level Business Development Officers.
• Prepare weekly reports on sales performance, lead generation, and business development activities.

Sales and Referral Goals

• Achieve established deposit, loan, and referral goals by effectively promoting business and personal banking solutions.

Required Skills and Abilities 

• Strong verbal and written communication skills, with the ability to present professionally and persuasively.
• Strong interpersonal skills with the ability to build rapport and establish trust with prospects, and internal teams.
• Highly organized with strong attention to detail and the ability to manage a longer sales cycle effectively.
• Results-driven, self-motivated, and committed to exceeding goals and expectations.
• Utilization of technology to source prospects and track lead pipeline.
• Excellent time management skills with proven ability to meet deadlines.
• Ability to adapt and thrive in rapidly shifting business landscape.
• Ability to take initiative and work independently and with a team.
• Model and represent KCU’s core values.

Required Qualifications and Education 

• 4+ years of business banking sales or business development experience.
• Demonstrated ability to lead and influence outcomes.
• Strong public speaking skills, community presence, and networking ability.
• Proficiency in analyzing business financials.
• Exceptional communication and advisory skills.
• Proven track record of meeting or exceeding sales targets and KPIs.

Supervisory Status

This position does not supervise others.

Working Conditions

This position will be required to work in an office environment with moderate noise levels, and, with or without reasonable accommodation is required:

• Must be able to remain in a stationary position for a minimum of 75% of the time.
• Constantly operates a computer and other office productivity machines.
• The person in this position frequently communicates with peers, supervisors, vendors, and employees to exchange accurate information and answer questions.
• Works in an indoor office environment when not traveling but expected to attend meetings in buildings that require travel in outdoor weather conditions.
• Local travel up to 90% using personal vehicle.

Our Values

Integrity: We believe in acting with honesty, trust, and respect which are at the forefront of our daily engagement.

Responsibility: We believe that responsibility is holding ourselves accountable for our decisions, actions, and their outcomes.

Collaboration: We believe in the power of a diverse group of people working together to achieve a united outcome.

Authenticity: We believe activities in actions that demonstrate our commitment to be transparent, dependable, and genuine in every day.

What We Offer

Not only are we one of the largest credit unions in Washington State, and growing, but we are also a company that cares about its employees. We back that up for our employees by offering competitive pay and a benefits package that helps support you and your family’s lifestyle. We value our employees, and we strive to keep our benefits comprehensive and affordable. Some of our benefits include:

Careers | Kitsap Credit Union (kitsapcu.org)

• Free onsite parking
• Annual time off and sick time accrued
• 11 Paid holidays
• 1 Personal floating day
• Medical, Dental, Vision, Short- and Long-term Disability, Life and AD&D Insurance
• Employee Assistance Program
• Choose from a PPO medical plan or a High Deductible with a Health Savings Account
• 3% KCU funded Safe Harbor Contribution to your 401K
• KCU will match up to 2% of your 401K contributions
• All 401K contributions are 100% vested
• Potential annual incentive in all roles within Kitsap Credit Union
• Tuition reimbursement
• 8 hours of paid volunteer time off
• Discounts on KCU's products and services
• Enjoy unlimited ORCA transit access through KCU for less than $45 a year—your cost as an employee

We believe in the power of belonging – it’s in our DNA as a not-for-profit, member-owned cooperative. Our un-bank-like structure ensures that we remain all about people: our members, our employees, and the people in the communities where we live and work. We work hard to provide a collaborative and inclusive environment where you can grow and excel in your career.

We are dedicated to serving our members by providing personalized experiences, convenient access, and highly competitive products and services. But it goes much deeper than that. For more than 86 years, we have been relentless about making a positive difference in our communities. We understand that when our members and communities succeed, we all succeed, and that success can’t happen without great employees. 

****** Employment is contingent upon satisfactory background check.  Kitsap Credit Union is an Equal Opportunity Employer. All qualified applicants for employment will receive consideration without regard to sex, marital status, race, color, religion, national origin, age, veteran status, disability, genetic information, or any other protected status. ****** 

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