Business Development Specialist, Chelmsford, MA, Hybrid, Full-Time

Summary/Objective:

Provide strong support to Business Development & Foundation Manager with relationship building and portfolio management regarding Business Development, SEGs, Financial Wellness and Community Events.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Conduct a regular cadence of financial wellness seminars, decision maker meetings, check-in meetings, and attend/participate in onsite events with business partners.
• Maintain and grow a portfolio of select employee group (SEG) accounts, understanding their unique needs and objectives; regularly review and analyze the performance of each account within the book; collaborate with SEGs to increase engagement; meet and exceed target goals.
• Collaborate with various business areas within the organization to introduce and improve content, as well as strengthen internal and external partnerships.
• Gain a thorough understanding of all DCU products and services, and be able to explain them clearly. Open new memberships, accounts, and loans following established guidelines, and encourage the use of self-service options.
• Assist the Business Development & Foundation Manager with the creation and balancing of the Business Development/Community Relations budget.
• Build and maintain relationships with various internal and external business partners and community leaders regarding financial education and business development.
• Process new SEGs, maintain the SEG Charter, and provide Charter updates for monthly board meetings.
• Order, track, and distribute inventory of giveaway items for SEG and community events.
• Support the Business Development Manager with facilitating the submission of Marketing requests from the Branch Services team.
• Assist the Manager with the creation and updates to new and existing content for financial educational workshops/presentations with the Marketing and Compliance Departments.
• Facilitate the writing/posting of internal communications; assist with gathering material to write content for annual Community Impact report.
• Maintain SEG-related programs and their functions (import and audit data, facilitate updates/upgrades to systems).
• Create and/or update SEG policies and procedures within the Branch Services knowledge base system and Intranet pages and maintain an annual review process to ensure all information is current and accurate.
• Maintain all reporting, including calendar of events, tracked activities, sales, penetration, and other SEG-related data on a monthly/quarterly cadence.
• Perform other job-related duties as assigned by Managers(s).