**TEAM MEMBER WILL BE EXPECTED TO BE A PART OF ONSIGHT MEETINGS THROUGHOUT OHIO REGULARY.
This role will cover Northern Ohio; Toledo, Cleveland, Akron, Youngstown, Canton, Mansfield, etc.

Purpose & Core Values

The primary purpose of any position is to assist Community Choice Credit Union to live out our purpose: we believe in helping our neighbors achieve the life they desire. A key component of this purpose is to provide outstanding service to both internal and external members by living our core values.

Position Summary

As the Business Development Manager, you will positively represent the Credit Union in the community while driving growth of credit union members and, products and services. This role is responsible for development of new geographic areas and growth of product and services for both consumers and businesses. Expansion of accounts, loans and services for cannabis related businesses (CRB) owners and employees is a focus. Responsible for identifying opportunities, cross sell and make referrals for consumer accounts and loans, mortgages, home equity, business accounts and loans, cash management services and other offerings. Demonstration of a clear understanding of our business customer base and current expansion strategies is necessary to best identify opportunities for increased efficiency and profitability. Provide support and collaborate with the VP Business Development to grow and service cannabis related businesses (CRB) and other businesses, owners and employees.

Core Competencies

Core Values:

Committed: We are committed to serving Michigan guided by the principles that underlie the credit union movement of service, integrity, and respect for every human being.
Charitable: We Give Big every day to our membership, our communities, and each other. We are dedicated to supporting Michigan by giving our time and services to the communities we serve.
Credible: We are our Members’ trusted financial advisors; each Team Member plays an integral role in the well-being of our Members’ financial lives and the success of Community Choice Credit Union.
United: We are a Team. We unite to achieve success, celebrate success, and continually improve the service we provide to our members, our communities, and each other.

Adaptability/Initiative: Adjusts quickly and effectively to changing conditions and demands, views change as a necessary and inevitable aspect of organizational life as well as an opportunity to learn new things. Is able to take on a variety of different tasks and roles in the organization. Can move in a relatively seamless manner from one task or focus to another and can fill in for other team members when they are absent or are experiencing work overload. Looks for new and productive ways to make an impact/value to the organization and/or team. Demonstrates a positive attitude when faced with organizational change and generates constructive feedback for continuous improvement. Demonstrates a professional demeanor.

Position Competencies

1. Accountability: Establishes clear expectations for self and others (if applicable) to achieve goals and objectives, establishes clear roles and responsibilities, gives regular feedback, and clearly communicates deadlines and desired results. In addition, holds self accountable for actions and continuously gains feedback for self-improvement.

2. Drive for Results/Improvement: Develops challenging objectives (stretch goals) and accepts personal responsibility or if applicable, holds others accountable for achieving them. Puts priorities on resources, inspires performance and measures outcome. Continues to manage the objectives until result is accomplished. Communicates with others and motivates to achieve results. Demonstrates a strong sense of urgency about achieving goals; high energy, passion, and speed for competitive advantage. Is diligent, sees it through, and gets it done. Gains feedback for self and others after results are accomplished to ensure continuous improvement and celebrates wins.

3. Role Mastery of Essential Duties: Able to perform essential duties as outlined in job description. Contributes productivity and value within role. Is willing to learn and improve performance.

Essential Duties:

Display an in-depth understanding and be able to clearly articulate the credit union’s offerings, positioning and competitive advantage; following established business plan, sales process, and strategy for the market to ensure the attainment of goals.
Collaborate and assist the VP of Business Development to ensure a positive business member onboarding and servicing experience.
Collaborate with other sales team members to share ideas, best practices, plan and execute organizational goals.
Create additional opportunities through a high volume of outbound phone calls and in-person visits.
Create strong relationships with centers of influence including CPAs, attorneys, realtors, brokers and others to drive referrals and volume for all credit union offerings.
Monitors member preferences and requests for products and services and collaborates with departments to ensure solutions and member satisfaction.
Participate in sales networking activities and events with chambers of commerce, trade groups, CPAs, attorneys and other centers of influence.
Utilize tools, data analytics and reports to identify areas of opportunities in new markets.
Plan and execute sales activities to achieve outcomes. Record details of sales activities, including, calls, visits, referrals and outcomes.
Attainment of sales goals.
Maintain knowledge of consumer and business lending regulations and CCCU's Policies and Guidelines to ensure compliance with NCUA and all other legal requirements and regulations.
Collaborate with Member Center Managers and other internal teams to identify new business opportunities and service existing members.
Meet independently, at businesses members’ places of business to learn about their industry, identify business, owner and employee needs, and provide proposals for appropriate solutions.
Maintain a knowledge of competitors’ cannabis related products, services and pricing. Make recommendations based on findings and feedback from members and prospects.
Adhere to all service level standards for returned phone calls and communications. Accuracy and professionalism in all correspondence is paramount.
Stay informed and adjust to changes of all compliance and regulatory requirements associated with the business account and cannabis related products and services.
Foster an environment that creates strong business member relationships and work closely with the entire business services team
Participate in member functions and represent the credit union at trade associations, municipality groups, non-profit, community organizations and credit union and member events.
Assist in the annual review of CRB accounts.

Job Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability necessary for this position.

Remote Work Eligibility

This position is Sales Remote

Reasonable Accommodations

The physical and mental demands are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job requirements, physical demands and do so within our work environment.

Education

Bachelor’s Degree – Required

Certified Cannabis Banking Professional – Preferred

Experience

4-5 years of successful Sales experience, preferably selling to small-to-medium businesses

Skills & Abilities

Experience with cannabis focused products.
Proven track record for meeting sales quota in a broad, diverse, and complex market.
Self-motivated and comfortable working with little to know direction.
Thorough knowledge of the financial industry.
Understanding of State and Federal business lending regulations.
Thorough understanding of financial data.
Knowledge of business loan documentation, appraisal analysis, etc. normally acquired through specialized education or experience.
Demonstrated communication skills including verbal, written and phone skills.
Ability to adapt to a fast-changing environment.
Ability to coach others and provide effective feedback to improve performance.
Demonstrated high level of initiative.
High level or analytical skills.
Knowledge of Microsoft Office software (Word, Excel, etc).
Demonstrated excellent verbal and written communication skills.
Highly organized with strong ability to multi-task.
Able to plan, organize and monitor activities to priorities.
Must be proactive and motivated.

Mental Demands

The team member must be able to read and interpret documents or instruments, understand and/or follow complex written and oral instructions, make decisions, recall multiple policies or procedures, resolve problems or unique circumstances in a timely and efficient manner, be able to express oneself clearly and/or concisely, perform mathematical functions, and handle multiple, concurrent tasks.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform 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 talk or hear. The employee is frequently required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

General Statement

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.

Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development

Community Choice Credit Union remote jobs

Business Development Manager - Ohio (Cannabis Related Banking)