Regional Development Coordinator

Job Details Description Essential Functions & Responsibilities

• Build stronger relationships with current BPs through communication efforts, visits, enrollments, financial education workshops, etc.
• Identify growth potential within existing and new BPs by evaluating membership penetration, developing a relationship with the main point of contact while identifying and evaluating additional needs.
• Attend chamber events, community, and trade show events to continue to initiate new BP relationships.
• Promote all products and services with cross‑selling to meet members' and BP's needs.
• Responsible for securing and safeguarding all membership information collected at BP enrollments.
• Report information to Membership Development Manager following BP visits and enrollments: results, feedback and needs.
• Keep accurate records of Benefit Partner information.
• Performs other job‑related duties as assigned.

• Increase BP and new member growth per year.
• Work effectively with BP personnel and the Credit Union staff to build and maintain strong relationships.
• Perform enrollments to increase product participation and reach corporate goals.
• Attend community, chamber, and other networking events to increase awareness.
• Conduct financial education workshops.

One year to three years of similar or related experience. Experience with business accounts preferred. Bilingual a plus (English/Spanish).

Equivalent to a college degree (BS or BA in a relevant field).

Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Moderate lifting required.

Must be able to travel and work non‑regular hours (evenings and weekends).