Business Development Representative -So Cal

Business Development Representative -So Cal ILWU Federal Credit Union Long Beach, CA Job Details $70,500 - $90,000 a year 21 hours ago Benefits Profit sharing Health insurance Dental insurance 401(k) Vision insurance Qualifications Business development management Stakeholder engagement Financial sales Establishing local partnerships in a community engagement role Customer relationship building Promoting products Sales needs analysis Local agency collaboration Promoting bank products Mid-level Sales presentations Government relations (public relations strategies) Business development Managing banking or lending client portfolios Promotional community events Business development within finance Lead Tracking Sales pipeline management Client growth strategy New business target achievement Financial services provider promotion Event marketing Customer growth strategy Suggestive selling Customer interaction during outreach Public relations marketing for event promotion Customer site (as sales environment) Event on-site coordination Financial education Full Job Description SUMMARY The Business Development Representative (BDR) serves as a key ambassador for the Credit Union with a primary focus on building relationships within the International Longshore and Warehouse Union (ILWU) community. This role is responsible for driving membership growth, strengthening community partnerships, and expanding the Credit Union's presence through targeted outreach, on-site engagement, and strategic relationship management. The BDR develops and maintains relationships with union leadership, members, and affiliated organizations while promoting Credit Union products, services, and financial wellness initiatives. This position blends relationship management, field-based outreach, and business development strategy to support sustainable growth and member engagement. The BDR is based out of the ILWU Credit Union Long Beach headquarters and is expected to conduct business development activities at the ILWU locals in the Southern California region.

RESPONSIBILITIES & DUTIES

Business Development & Relationship Management Develop, maintain, and expand relationships with ILWU officials, members, and key community stakeholders Identify and pursue opportunities to grow membership, deposits, loans, and overall product utilization Manage a portfolio of members and business relationships, providing proactive outreach and ongoing engagement Conduct in-person visits, presentations, and outreach activities to promote Credit Union services Serve as a trusted liaison between the Credit Union and the Southern California ILWU community Field Outreach & Community Engagement Plan and execute on-site promotions, financial literacy workshops, and informational sessions Represent the Credit Union at union meetings, community events, and industry gatherings Coordinate and support public relations efforts, including branch events, grand openings, and community initiatives Maintain a visible and active presence in the field Sales & Growth Execution Achieve established business development and membership growth goals Identify member needs and recommend appropriate products and services Cross-sell Credit Union offerings and refer opportunities to internal partners (lending, operations, etc.) Track and report on business development activities, pipeline, and outcomes Strategic Contribution Provide insights and recommendations to leadership on market opportunities, member needs, and service improvements Support regional business development planning and execution Identify trends and opportunities to enhance member experience and profitability Work Location & Schedule Primary office location: ILWU Credit Union HQ in Long Beach Schedule will be driven by meetings, events, and outreach activities When not in the field, work is performed from the Long Beach office or approved remote location

Compensation & Benefits Base Salary Range:

$70,500 - $90,000 annually, depending on experience Monthly commission/incentive opportunity Benefits include: 100% employer-paid medical, dental, and vision coverage for employees and eligible dependents 401(k) and Roth 401(k) with: Up to 5% employer match Additional profit-sharing contribution of 5% Total potential employer contribution up to 10% of base salary