Business Development Officer III

Business Development Officer III

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.

Reports to : Director, Business Services

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

Salary Range : $95,000 - $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

Required Skills and Abilities

Required Qualifications and Education

Supervisory Status

This position does not supervise others.

Working Conditions

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

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.