Business Development Specialist

Description

Canopy Credit Union is looking for a purpose driven individual to join our creative community as a Business Development Specialist!

If you are someone who is passionate about growing a happier and healthier community through financial inclusion, we encourage you to apply today!

Hourly wage: $26 to $31/hr DOE

As a Business Development Specialist at Canopy, you'll play a pivotal role in expanding Canopy's reach by maintaining and cultivating relationships with local business partners for financial education workshops and resources. Your efforts will also focus on acquiring new business accounts through various channels, including presentations and relationship-building activities. Additionally, you'll proactively engage with potential partners and community members to showcase the benefits of Canopy's services.

You will also be responsible to provide personalized financial coaching to members, aiding in reducing charge-offs and fostering financial wellness. You'll collaborate with the Member Solutions teams to strategize and implement effective coaching methods for members struggling to make payments.

This role involves flexibility, including occasional evening and weekend commitments. 

About Canopy Credit Union:

Canopy Credit Union is a Community Development Financial Institution (CDFI). We aim to help people in our community who have less than perfect credit. A person's credit score does not define them, and Canopy recognizes that every person has a different story. Here your story matters. The Canopy mission is to guide everyone towards solutions that lead to financial wellness.

Canopy has recently been named the 30th Best Credit Union to Work For in the nation!

These accolades are possible because of our commitment to our core values:

• We embrace what makes us different: We honor everyone’s’ journey and welcome new ideas. We’re a place where your story matters
• Becoming is better than being: Growth happens when we try new things and don’t allow the fear of failure to hold us back
• Curiosity welcomed: We don’t ask “can we?” rather, “how can we?”
• Canopy serves: We believe that our level of success is directly proportional to how many lives we touch
• Fun is who we are: We are a fun, playful, and hardworking family committed to the growth of each other, our members and our community

Some of the perks you will enjoy by being a member of our Creative Community Culture:

• Options for full individual medical, dental, and vision insurance coverage at NO cost to the employee
• 401k match up to 7%
• Career Development: certifications, webinars, in house training's, job shadowing -- these are all options we offer to support you in your career path
• Tuition reimbursement
• Hybrid work schedule available
• Opportunity to work with some of the leading technology in the financial services industry
• Office putt putt competitions, potlucks, meme sharing, mini basketball hoop challenges and BINGO

Canopy Credit Union is committed to building a diverse and inclusive community. We actively seek opportunities to recruit and hire qualified candidates with varying backgrounds including race, religion, sexual orientation, age, national origin, ancestry, citizenship, disability, and veteran status.

At Canopy Credit Union, we strive to be an agent for change. We believe in the financial empowerment of our community, and we will continue serving you in the compassionate and kind manner you deserve.

Canopy Credit Union is an Equal Housing Lender and an Equal Opportunity Employer.

Requirements

Experience

• 2-5 years of similar or related experience, including preparatory experience

Education/Certifications/Licenses

• High school education or GED
• Certified Credit Union Financial Coach within 6 months of employment

Job Responsibilities

• Expand Canopy's business accounts by conducting presentations and fostering relationships with potential partners.
• Proactively reach out to prospective clients and community members through visits, and phone calls to demonstrate Canopy's value proposition.
• Collaborate with internal teams to devise strategies for improving financial coaching services.
• Provide tailored financial coaching to members, aiming to mitigate charge-offs and enhance financial literacy.
• Cultivate and nurture relationships with organizations for financial education workshops, ensuring sustained engagement.
• Refer the account opening and loan application process with members and local business partners to Canopy Member Advocates, ensuring a seamless transaction.
• Demonstrate flexibility by accommodating evening and weekend working hours as required.
• Other duties as assigned by the Marketing & Community Development Director.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.