Commercial Lending Business Development Officer

Description

The Commercial Lending Business Development Officer is responsible for acquiring new business members/owners through sales of commercial accounts and loans. Attends community and business events regularly. Assists with servicing current business accounts. Creates new relationships via email, phone, mail, and direct contact. Assist members with questions or concerns as needed.  

Position Responsibilities:

• Drives in new commercial loans and business accounts to the credit union.  
• Attends community and business events regularly to promote credit union products and services.
• Obtains and reviews documents for completion and accuracy on commercial loans and other accounts.
• Assists with maintaining and servicing the current business portfolio.
• Assists members with account questions or inquiries.
• Develops activities and events to promote credit union commercial products and services.
• Represents the Credit Union in contacts with business and trade professionals.
• Ensures that requests, questions, and problems are courteously and professionally resolved. Ensures that communications are efficient and effective.
• Keeps members informed of Credit Union programs and policies. 
• Maintains the Credit Union's professional reputation both internally and externally.
• Cross-sells credit union products and services.
• Ensures that work area is clean, secure, and well maintained.
• Completes other duties as assigned, including cross training in current or other departments.

Requirements

• Bachelor’s degree or an equivalent combination of experience and training.
• 2+ years of similar or related experience.

Knowledge, Skills, and Abilities

• Knowledge of Credit Union products, policies, and procedures.
• Understanding of business development techniques and models.  
• Strong project management skills.  
• Well organized.
• Solid communication abilities.    
• Able to meet deadlines.   
• Good analytical abilities.  

Physical Demands and Work Environment

• Stationary work, often requiring standing or sitting for prolonged periods
• Operate standard office equipment and keyboards
• Visually recognize, reconcile, and verify numerical details for accuracy
• Repeating motions that may include the wrists, hands and/or fingers
• Must be able to access and navigate facility with reasonable accommodations
• Lift and carry small parcels, packages and other items

Additional Notes

• Candidates being considered for employment with Resource One must successfully complete a credit check, background check and drug screen.
• This Job Description is not a complete statement of all duties, responsibilities and physical demands comprising this position.