Business Development Coordinator

Business Development Coordinator

• Job Type: Full-Time/ On-Site
• Exemption Type: Non-Exempt
• Wage Amount: $23 hourly minimum

Primary Functions

The Business Development Coordinator is an onsite role that plays a critical part in supporting the Business Development (BD) team efforts to acquire new business through Select Employer Groups (SEGs). This role coordinates both in-person and virtual meetings and events, including all related pre- and post-event activities.

Responsibilities include preparing agendas and materials, capturing meeting minutes, managing recordings and transcripts, gathering and analyzing data, producing reports and scorecards, tracking trends, developing presentations, administering surveys, and completing a variety of administrative assignments within established timelines and expectations.

Success in this role requires balancing a diverse workload with accuracy, professionalism, discretion, and exceptional attention to detail while fostering a positive, collaborative environment and maintaining a high level of service excellence.

Department Support

Serve as the onsite central communication resource for the BD team, responding to inquiries and supporting smooth, timely interaction with internal team members and external contacts.

Provide day-to-day support to the BD team in the following areas:

Inventory Integrity

• Create and maintain an inventory control system (database) that tracks the receipt, storage, distribution, withdrawal, return, and reconciliation of BD items, materials, and equipment, ensuring accuracy, accountability, and availability of resources.
• Monitor BD swag and collateral materials to ensure availability for events, promotions, and outreach.
• Work with vendors and assist BD leadership with swag replenishment by:
• Researching and comparing promotional items.
• Identifying available options.
• Ensuring cost-effective recommendations or substitutions.
• Processing replacement orders as needed.

BD Meeting and Event Logistics

• Manage calendars and schedule meetings for the BD team.

• Coordinate logistics and participant registration for BD trainings, meetings, and community/SEG events.

• Organize, gather, and pack marketing materials, promotional items, signage, and supplies for events in support of BDO or branch needs for events and meetings.

• Print and compile packets for presentations, new employee orientations, and other events.

• Prepare documents, draft letters, generate reports, and create PowerPoint presentations in support of the BD business operations and partner needs.

• Participate in weekly meetings, taking meeting minutes and organizing action items as requested.

• Provide logistical support for training sessions, meetings, presentations, and events, including arriving early when needed to coordinate:

• Room setup

• Materials distribution

• Technology readiness

• Event preparation

• Utilize a company vehicle, as needed, to transport and deliver materials, supplies, and business development resources to:

• Branch locations

• Select Employer Group (SEG) partners

• Community events

• Business Development Officers (BDOs)

SEG Management

• Maintain the integrity of SEG/BD files, records, and office supplies to support efficient departmental operations.
• Assist in the coordination of Business Partner (SEG) promotions and marketing campaigns, ensuring successful execution, accurate tracking, and timely updates of results.
• Facilitate BD data entry and collection from BD systems to ensure accurate records and reporting.
• Coordinate updates and enhancements to the BD intranet page, as directed.
• Partner with Marketing to develop BD emails, resources, and related materials.

Miscellaneous Duties

• Schedule and conduct individual dialogs with direct manager monthly.
• Participate in outside credit union-sponsored volunteerism activities as assigned.
• Complete annual regulation training as assigned.
• Assist with the processing of BD team expense reports.
• May be required to assist at BD events.
• Maintain confidentiality.
• Perform all other duties as assigned.

Education and Experience

• High school diploma or GED equivalent required.
• Associate's degree preferred.
• Two years of administrative experience required (business development, sales, marketing, and/or financial services preferred).
• One year of financial services, credit union, or B2B sales experience preferred.
• Coursework or certifications in sales support, office administration, or CRM systems preferred.

Knowledge, Skills, and Abilities

• Highly detail-oriented and analytical in order to provide accurate, relevant, and timely information.

• Strong organizational, time management, follow-up, and follow-through skills; able to manage deadlines and multiple tasks at varying stages of completion.

• Excellent written and verbal communication skills.

• Ability to interact with all levels within and outside of the organization and communicate in a clear, concise, professional manner.

• Honest and ethical with high levels of integrity and confidentiality.

• Strong presentation skills with the ability to successfully tailor communications according to the audience.

• Strong writing, editing, and proofreading skills with exceptional attention to detail.

• Experience supporting multiple stakeholders and managing competing priorities.

• Familiarity with customer relationship management (CRM) tools, scheduling software, and Microsoft Office Suite.

• Familiarity with CRM tools.

• Experience in Microsoft Office Suite, including:

• Word

• Excel

• Outlook

• PowerPoint

• SharePoint

• Power BI

• Working knowledge of A+FCU policies, procedures, products, and services.

• Ability to work independently and as part of a team, with the flexibility to adapt to continually changing workload priorities.

• Ability to adapt to a fast-paced, ever-changing environment.

• Ability to operate a motor vehicle.

Desirable Traits

• Professional appearance
• Dependable, responsible, and courteous
• Possess decision-making abilities
• Versatile in all aspects of the credit union business
• Strong multitasking abilities, attention to detail, and problem-solving skills
• Drive and initiative
• Flexible working hours, including evenings and weekends

Cognitive and Physical Functions

• Must have the ability and stamina to work at least 40 hours per week.
• Will frequently reach, feel, bend, stoop, carry, finely manipulate, and key in data.
• Must be able to engage in problem-solving skills to help identify and solve potential issues in the field.
• Must be able to communicate through telephone, email, and in-person communications.
• Must be able to lift up to 50 pounds.

Types of Decisions Requiring Supervisory Approval

• Matters outside approved responsibility.
• Situations outside the policies and procedures of A+FCU.