Bellco Credit Union · 5 hours ago
Business Development Representative - Choiceline
Greenwood Village, CO
Full-time
Onsite
Mid Level
4+ years expBellco Credit Union is a not-for-profit organization dedicated to serving its members and communities since 1936. They are seeking a Business Development Representative to build relationships with Mortgage Brokers and Real Estate Agents, focusing on promoting loan and deposit products, particularly Home Equity Lines of Credit. The role involves managing key accounts, providing excellent service, and supporting sales efforts through seminars and targeted outreach.
BankingFinancial Services
Responsibilities
Proactively contacts potential sponsor companies via telephone, email or in person to present product value propositions to meet monthly production goals
Establish internal and external business relationships and use high levels of tact, influence and persuasion to achieve sales objectives and maintain positive business relationships with current sponsor companies. Maintain and improve penetration levels of existing sponsor groups
Assist in the development and execution of both short and long-term strategies and partner with Bellco staff to identify and prospect new business opportunities and fully develop existing relationships through cross-sell opportunities with clients on new product offerings and products not initially requested
Prepares and coordinates materials for on-site broker visits, including new member information and promotional items. Responds to questions and /or provides information to contacts upon request
Provide regular analysis of regions in relationship to products, competition and market penetration
Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently suggests ways to improve the member/customer experience through improved processes and technology
Understand key features and benefits of all Bellco consumer and business products and services and communicate features and benefits to members in a positive manner
Practice Bellco service standards and desired sales behaviors in all interactions with members and prospective members
Accurately and timely enter required and relevant information into lead tracking system. Manage active leads and referrals and status updates with staff regularly
Regular and punctual attendance
Qualification
Required
Bachelor's degree or equivalent experience required
Proven experience with outside sales or customized marketing in financial services, technology, or other field that demands a high-touch, consultative selling approach
Minimum of 4 years of increasing success in business-to-business mortgage or real estate sales
Must demonstrate ability to work independently, set personal goals and schedule to achieve those goals
Valid drivers license, insurance, and operationally sound vehicle
Exceptional sales skills, including strong interpersonal skills
Responsive and able to work both proactively and reactively, with great flexibility
Strong Organizational And Communication Skills (verbal/written) Are Required
Meticulous record-keeping and tracking
Organized, efficient, and effective team player
Computer skills must include proficiency with Microsoft® Office, including Outlook, Word, Excel, and PowerPoint, Microsoft Access database
Polished public speaking skills; ability to deliver standardized presentations with Microsoft PowerPoint to large or small audiences
Physical ability to carry, load/unload materials as necessary
Preferred
Basic graphic/publication design experience with Microsoft Publisher or Adobe® InDesign
Benefits
Medical
Dental
Vision
401 (k) with company match
Supplemental Life Insurance
Paid Vacation
Paid Sick Days
Paid Holidays
Company
Bellco Credit Union
Bellco Credit Union offers great checking accounts, CDs, auto, home loans and savings.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Carrie Fredenburg
Senior Vice President - Chief Human Resources Officer
John Rivera
SVP - Chief Retail Officer
Recent News
2024-04-10
2024-02-10
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