Sr. Business Development Specialist

Travis Credit Union
vision insurance, 401(k)
United States, California, Vacaville
Mar 21, 2025
Description Summary: The Business Development Officer is responsible for identifying and soliciting new sales business with all approved indirect lending sources, primarily for our Go Green financing program in partnership with the State of California. This position develops and maintains ongoing sales relationships with new and existing business partners and utilizes its expertise in sales and business development to drive marketing and promotional strategies to achieve established goals and add value to the organization. Profile: Promotes and solicits Credit Union indirect lending programs to generate new business relationships, primarily with merchants/contractors that perform projects/installs that qualify for Go Green financing. Provides detailed executive summaries to management of sales visits including discussing industry trends, market impact of competitors, and recommendations to improve lending penetration. Uses expertise in sales to analyze industry pertinent reports to establish effective sales strategy. Uses system tools to analyze data and identify trends for business development. Effectively communicates pertinent changes and accurate indirect lending program information to internal/external business partners. Collaborates with internal business partners to achieve territory sales goals. Maintains a sound understanding of Credit Union's indirect lending programs. Completes ongoing trainings, maintains up-to-date knowledge of Consumer Lending policies and procedures, and Credit Union products and services. Professionally represents Credit Union at community events as required. Identifies opportunities to improve departmental processes to enhance efficiency. Not all functions/tasks are listed above; however those listed are considered essential. Skills: Ability to navigate and process within multiple interdependent systems and tools Ability to interpret a credit report Ability to identify, communicate and advocate financial solutions that drive results Effective, professional verbal and written communication skills Ability to successfully tailor communications according to the audience Ability to work in a fast-paced, team-oriented environment. Efficiently organize work priorities and accurately complete multiple tasks within strict timeframes with minimal supervision Ability to work independently and motivated to achieve organizational goals with minimal supervision MS Office (Outlook, Word, Excel) Reporting and Experience: Reports directly to assigned Consumer Lending management. Bachelor's degree and a minimum of 5 years related work experience; or a Master's degree and a minimum of 3 years equivalent work experience; or equivalent work experience' Working Conditions: Work is generally performed offsite in assigned communities/territories. Requires travel to dealers/merchants in assigned territory on a daily basis. Ability to travel to offsite locations and attend events during evenings, holidays and/or weekends. Understands the requirements of the BankSecrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate. Participation in TCU Driving Program is required. Incumbents will be required to furnish their driving record from the Department of Motor Vehicles, proof of insurance and sign an authorization so TCU can obtain records directly from the Department of Motor Vehicles. Subject to any limitations imposed by law, full cooperation with any request for records or request for an authorization to seek such records is required. Compensation:Base salary starting range is commensurate with, experience. $95,365.92/annually - $117,811.20/annually Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action Employer EOE/Individual with Disability/Veteran Status #traviscu