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FC
FORUM Credit Union
Business Development Relationship Manager
Career Insights for Business Development Manager (General)
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Based on Indiana data
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What they do
A Business Development Manager identifies new business opportunities and clients for a company, and develops marketing and sales strategies to help grow a company's business. Builds customer relationships and partnerships and negotiates business deals. Works with senior marketing and sales staff to increase sales opportunities.
$126,776 / year median in Indiana
-2% projected decline
Job Description
Overview Must be available to attend networking and community events outside of normal business hours. Flexible work scheduling is provided to balance time worked during evenings and weekends. Are you a relationship-builder who enjoys connecting with businesses, creating opportunities, and making a positive impact in the community? FORUM Credit Union is looking for an enthusiastic and driven Business Development Relationship Manager to cultivate and strengthen relationships with Select Employee Groups (SEGs), community organizations, and local businesses while helping grow membership and business opportunities across the Credit Union. The Business Development Relationship Manager serves as a key ambassador for FORUM Credit Union by developing and maintaining strategic relationships, promoting FORUM's products and services, and generating referrals for Retail, Commercial Services, Private Client Group, Mortgage, and other business units. This role requires a proactive, outgoing professional who thrives on networking, relationship management, and achieving results. Responsibilities What you'll do: Build and maintain relationships with targeted Select Employee Groups (SEGs) through regular communication, engagement activities, and strategic outreach. Communicate with SEG contacts through phone, email, and e-marketing campaigns on a monthly or quarterly basis while collaborating with Marketing to ensure professional and consistent messaging. Partner with Commercial Services, Private Client Group, Mortgage, and other internal teams to generate cross-departmental referrals and coordinate productive business meetings. Attend community events, networking functions, and business gatherings to generate leads, promote FORUM Credit Union, and develop relationships with key community stakeholders. Meet established business development goals and key performance expectations through relationship cultivation and lead generation efforts. Provide information and support to members and prospects by maintaining a working knowledge of FORUM policies, procedures, products, and services. Maintain an active and professional LinkedIn presence to connect with business owners, community leaders, and SEG contacts. Utilize the CRM system to document activities, manage leads, track follow-up efforts, and maintain organized relationship records. You may enjoy this job if: You enjoy networking and are energized by building meaningful business relationships. You are self-motivated, goal-oriented, and take ownership of achieving results. You thrive in a fast-paced environment where priorities may shift and adaptability is essential. You are confident engaging with business leaders, community partners, and members in a variety of settings. You enjoy identifying opportunities, connecting people with solutions, and helping teams succeed through collaboration. You are organized, detail-oriented, and able to effectively manage multiple relationships and follow-up activities. Qualifications What we are looking for: A two-year college degree, completion of a specialized course of study at a business or trade school, or completion of a specialized and extensive in-house training program. One to three years of similar or related business development, sales, relationship management, or financial services experience. Nationwide Mortgage Licensing System (NMLS) certification, or the ability to obtain and maintain certification. Strong verbal and written communication skills with the ability to build rapport and influence others. Ability to work a flexible schedule, including occasional evening and community events.