Business Development - Account Manager
Business Development - Account Manager Business Development Account Manager Join the winning Meriwest team! Since 1961, we have grown into a $1 billion financial institution with over 74,000 members in California and Arizona.
Meriwest's investment in cutting-edge technology and commitment to an entrepreneurial spirit has made us an industry leader.
Our unique branch office designs and personalized service make our members feel they are always welcome.
At Meriwest, our attitude revolves around PRIDE, our acronym for Professionalism, Respect, Initiative, Dedication and Enthusiasm.
Our internal philosophy begins with the executive team and filters throughout the entire organization to each and every person at Meriwest.
Meriwest is a progressive, member-owned, socially-responsible financial organization providing quality services at competitive rates to meet member needs; while maintaining sound growth and earnings to assure financial stability, providing a challenging and rewarding environment for our employees, and participating as an integral part of the community of credit unions.
Why not work for the Best? Meriwest Credit Union was recognized as a Winner of the 2006 "Best Places to Work in the Bay Area" by the San Jose/Silicon Valley Business Journal in April of 2006.
Job Title: Business Development Account Manager Department: Business Development Reports to: Manager, Business Development FLSA: Exempt (Base + Commission) Interfaces With: Community and Business Leaders, All levels of credit union employees, Company Representatives and employees Job Purpose: Generate membership acquisition through development of Select Employee Groups (SEGs).
Promote current and existing products and services of credit union to companies, and support membership development through representation of credit union at community functions.
Essential Duties and Responsibilities: Working in an outside sales environment, maximize membership penetration and financial business from existing clients/partners.
Serve as primary liaison between clients/partners and Meriwest.
Develop and secure potential companies who may be interested in Credit Union membership.
Develop pipeline for new clients and businesses on an ongoing basis.
Execute programs for new business development and track results.
Establish rapport and maintain an on-going relationship with the Select Employee Groups (SEGs) field representative for scheduled presentations and on site visits.
Coordinate regular conferences, seminars and presentations with clients/partners.
Representative Meriwest and participate in relevant community functions.
Identify and suggest changes to Business Development practices and procedures in an effort to provide a professional image to all SEGs.
Maintain a weekly/monthly calendar of tasks and appointments for existing and potential clients.
Meet defined criteria for monthly goal of 100 new members and objectives for securing 3 new SEGs per month.
Attend community events and occasional evening events Minimum Qualifications: Must possess excellent oral communication and presentation skills Strong sales and development skills Must be computer literate in various PC applications High School diploma and/or BA/BS degree 2-3 years of experience with Business Sales 1-2 years experience in a Credit Union or other financial institution Want To Be Valued As An Employee? Because we truly believe our employees are our most valuable resource, we provide competitive wages and a supportive environment that promotes career advancement.
We also offer an excellent, fully comprehensive benefits program, including: Medical/Dental/Vision Education Assistance Pension Plan Profit Sharing Discounts on Loans Employee Assistance Program (EAP) Flexible Spending Account Life Insurance 401K Paid Time Off (PTO) Extensive Training Program Most features of our outstanding Benefit Plan are available to eligible employees on the first day of employment.
In addition, Meriwest offers progressive advancement opportunities, great salaries, incentive plans, and a dynamic and friendly work environment.
Want To Have Fun? Meriwest Credit Union understands that to effectively help our members, our employees need a fun place to work.
That's why we have monthly employee appreciation events, coffee cart, theme lunches, ice cream socials, and other fun activities planned for our employees.
Employees also participate in volleyball, softball and golf tournaments as well as exercise in our in-house Fitness Center with state-of-the-art equipment How to Apply: Please submit Resume, Cover Letter and Salary Requirements to: Email: jobs [at] meriwest [dot] com Mail: Human Resources Meriwest Credit Union 5615 Chesbro Avenue San Jose, CA 95153 FAX: (408) 363-3370 All Resume Submissions must reference job code #BDAC H
09. 06 EEO D/M/F/V
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