Relationship Development Representative (RDR)

Status: Exempt

Location: Varies 

Reports To: Marketing Development Manager

Level: Non-Management 

Job Summary:

The Relationship Development Representative is responsible for developing and growing new membership and business relationships through in-person visits to sheriff and police stations, federal buildings, seminars, and other community locations. This position supports marketing and business development efforts and requires strong communication skills, confidence presenting to small and large groups, experience in sales, along with the ability to build and maintain relationships with members, prospective members, ambassadors, community members, and third-party vendors. 

Key responsibilities include promoting the Credit Union through participation in various public relation meetings and events such as sponsorships, business and charitable organizations, and community activities. Events include law enforcement recruitment classes, agency functions, picnics, banquets, and Credit Union-sponsored functions.

The Credit Union’s Field of Membership includes Southern California law enforcement professionals and individuals employed in the Police Protection and Foundation Industry located in Imperial, Kern, Los Angeles, Orange, Riverside, San Bernardino, San Diego, San Luis Obispo, Santa Barbara, and Ventura counties. 

Essential Job Functions:

• Regular travel using a personal vehicle (approximately 80% of the time) and weekend event set-up and participation is required. 
• Duties are performed primarily outside of the typical office setting with minimum time spent in an office environment. 
• Project a professional and positive image of the Credit Union at all times.
• Recruit new members for the Credit Union and increase usage amongst current members by conducting site visits and marketing presentations.
• Generate new leads and set on-site meetings.
• Follow-up on leads, potential members, and current members through the appropriate channel of communication (i.e., phone; email; mail; in-person); recommend new strategies to increase visibility and product/service penetration at scheduled site visits and events.
• Builds and maintains relationships in the law enforcement community to generate new business and membership growth.
• Achieve established monthly goals and objectives.
• Plan and develop weekly/monthly site visits with Marketing Development Manager.
• Plan, coordinate, and implement a schedule of off-site relationship development visits encompassing all eligible agencies, to present information on available products and services.
• Present on Credit Union products and services to new recruits at various law enforcement academies, and at any other Credit Union events.
• Recommend, develop, and coordinate special events in partnership with the respective agency.
• Assist in developing and maintaining a contact management database that includes key facility contacts and any unique information pertaining to the particular facility/contact that may be useful prior to making site visit arrangements.
• Produce and submit monthly relationship development reports to management, which include costs, results, potential members, opportunities for improvement, etc.
• Adhere to Credit Union compliance, policies, procedures, and federal regulations pertaining to marketing and relationship development activities.
• Respond to member service issues in a timely manner; may need to work with other departments to resolve issues.
• Maintains current and thorough knowledge of POPA FCU products/services and those of our competitors.
• Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership. 
• Track new membership accounts and account cross-sells through the relationship development function.
• Educate and promote consumer and real estate loan products to members and potential members during off-site events/visits.
• Create loan projections for members and potential members.
• Expand POPA Ambassador Program.
• All other duties as assigned or requested by Marketing Development Manager.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knowledge, Skills, and Abilities:

• A two-year college degree or completion of a specialized course of study at a business or trade school with an emphasis in business administration, sales, marketing, communications, and/or similar discipline. 
• Minimum of two to five years of similar or related experience, including time spent in preparatory positions.
• Significant experience in sales is preferred.
• Must have a valid driver’s license issued by DMV and own reliable automobile; must have, maintain, and show proof of collision and comprehensive auto insurance coverage.
• Must be flexible to work before and/or after business hours.
• Must be willing to work in excess of 40 hours per week and on weekends as needed.
• Ability to organize and plan effectively and efficiently.
• Demonstrated ability in using appropriate interpersonal styles and communication methods to create excitement for product, services, and/or ideas from potential and current members, and all other individuals related to Credit Union business.
• Exercises appropriate judgement when communicating to members and potential members. A significant amount of trust, credibility, and diplomacy is required.
• Demonstrated strong verbal and written communication skills with capability to present in front of various size groups. Leaves favorable impressions by interacting with potential and current members, and all other individuals related to Credit Union business.
• Demonstrated proficiency in Microsoft Office applications, particularly with Word and PowerPoint.
• Prior CU marketing or business development experience is highly desirable.
• Must be bondable.
• Must register with Nationwide Mortgage Licensing System (NMLS).
• Maintain current knowledge/training on all Credit Union products and services.
• Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) Laws and Regulations, as they pertain to federal guidelines and internal policies and procedures.
• Must complete compliance training to ensure adherence to legal and regulatory requirements, including security awareness and BSA training.

Physical Demands and Work Environment:

The physical demands described here are representative of those an employee may encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. Must be capable of climbing/descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals, keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. The employee is frequently required to talk or hear, walk, reach with hands and arms; and stoop, or kneel. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus. 

Working Conditions:

Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise.

Mental and/or Emotional Requirements:

The employee must be able to perform job functions with supervision and work effectively either on their own or as part of a team. Must be able to read and conduct various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform mathematical calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively manage multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on confidential matters.