Community Development Officer
Listed on 2026-03-07
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Sales
Client Relationship Manager, Business Development -
Business
Client Relationship Manager, Business Development
The Community Development Officer (CDO) is responsible for leading outside sales and fulfillment efforts to drive membership, deepen existing member relationships, and expand the credit union’s presence within assigned markets. This role focuses on cultivating strong relationships with businesses, select employer groups, and community partners to introduce their employees to the credit union and promote UCCU’s products and services.
The CDO executes UCCU’s external relationship and alliance initiatives to grow membership, increase market share, and improve overall member household profitability. This position carries monthly goals for new accounts and product adoption, with accountability for consistently meeting or exceeding these targets.
Success in this role requires confidence, charisma, determination, professionalism, and a consistently positive attitude. The CDO must maintain strong working relationships with business partners, members, and internal teams, while upholding and enhancing the credit union’s professional image.
A high level of trust, diplomacy, and discretion is essential, as the work involves frequent personal interactions that are often sensitive in nature. The CDO must possess a strong understanding of credit union products and services and demonstrate the ability to translate engagement opportunities into measurable membership, loan, and deposit growth.
ESSENTIAL FUNCTIONS AND BASIC DUTIESResponsible for membership growth within assigned areas. Creates and maintains positive relationships with members, businesses, organizations, governments, professionals, and the general public.
- Bring new members to the credit union by meeting with businesses and introducing credit union products, i.e. loans and deposits and services to both the business and its employees. Advocate, organize and execute activities and events intended to generate new member growth and deepen existing member relationships.
- Responsible for meeting or exceeding new account and production goals within assigned area(s).
- Build and maintain productive relationships with business partners and select employer groups within assigned areas. Includes cold calling businesses and organizations to set appointments and establish relationships. Helps resolve questions, requests, complaints, and problems.
- Responsible for enhancing the image of the Credit Union. Ensure that business development activities create positive responses from members, prospective members, and the community at large.
Works a regular and predictable schedule.
Must be sufficiently fluent in English to process work and business transactions.
Business Relationship Development & On-Site Event Strategy Primary Objective:Responsible for membership growth within assigned areas. Establish, expand, and maintain positive relationships with members, businesses, organizations, governments, professionals, and the public to create new membership channels, product opportunities, and long‑term partner loyalty.
Core Responsibilities:A. Employer & Business Outreach Strategy
- Bring new members to the credit union by meeting with businesses and introducing credit union products, i.e. loans and deposits and services to both the business and its employees. Advocate, organize and execute activities and events intended to generate new member growth and deepen existing member relationships.
- Responsible for meeting or exceeding new account and production goals within assigned area(s).
- Build and maintain productive relationships with business partners and select employer groups within assigned areas. Includes cold calling businesses and organizations to set appointments and establish relationships. Help resolve questions, requests, complaints, and problems.
- Responsible for enhancing the image of the Credit Union. Ensure that business development activities create positive responses from members, prospective members, and the community at large.
Identify prospective businesses across key industries with high employee density to schedule and facilitate on‑site membership acquisition and cross selling.
Coordinate regular outreach, presentations, and partnership proposals to develop ongoing…
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