Business Development Specialist

Spero Financial
  • Greenville, South Carolina
    Today

    Job Description

    Role 
    The Business Development Specialist would be responsible for growing Spero's membership, deposits, and loans by building lasting relationships with employers, schools, and community organizations across our field of membership. This role onboards and serves Select Employee Groups (SEGs), represents Spero in the community, and strengthens new and current member relationships directly where people work and learn. This role works with branch, lending and marketing leaders to direct growth efforts where they will matter most to our members.

    Major Duties and Responsibilities
     
    SEG Development:
    • Identifies, researches, and targets prospective SEGs within Spero's field of membership and maintains an active prospect list.
    • Conducts regular outreach and follow-up through email, direct mail, phone calls and site visits.
    • Presents to prospective partners on Spero's values, products, and the benefits of SEG status for the organization and its employees.
    • Manages each new company from application through Board and NCUA approval, including field-of-membership and underserved-area filings and charter amendments as directed. 
    • Serves as primary contact for existing SEGs, maintaining regular contact with SEG leaders to share product updates and keep employees engaged with Spero. 
    • Plans and leads on-site events such as new-hire orientations, benefits fairs, financial wellness sessions, membership drives, and appreciation days, opening accounts and cross-selling loan and deposit products.
    • Monitors all activity, notes changes in contacts or employee counts, and tracks and reports monthly on the prospect pipeline, new members and accounts generated, and related deposit and loan balances.
    Lending Support, Small Business Accounts, and Membership Development:
    • Lending support: Identifies loan opportunities through outreach and events, promotes consumer, auto, and mortgage products, and refers and follows up on leads with the lending team to help convert them into funded loans. 
    • Small business accounts: Builds relationships with local businesses to grow business deposit accounts, connects owners with business lending solutions, and serves as their trusted point of contact at Spero. 
    • Membership development: Represents Spero with chambers of commerce, civic and community organizations, and schools, organizing events that open memberships for students, faculty, staff, and families. 
    • Support: Tracks outreach activity, prepares leadership and Board updates, manages the annual events and sponsorship budget, maintains confidentiality and compliance, and performs other duties as assigned.
    Knowledge and Skills

    Experience: 6 months to 2 years of experience in sales, business development, marketing, or member relations, preferably at a credit union or financial institution. Demonstrated experience opening and servicing member accounts. 
    Education/Certifications/Licenses: Bachelor's degree in Business Administration, Marketing, Communications, or a related field preferred, or an equivalent combination of education and experience.
    Other Skills: Thorough knowledge of credit union loan and deposit products, with the ability to open accounts and cross-sell. Understanding of NCUA field-of-membership rules and related regulations, including Privacy Act, OFAC, and BSA/Patriot Act requirements. Strong sales and relationship skills, from lead generation and outreach through follow-through and ongoing service. Confident public speaker and clear communicator, both in writing and in person, with all levels inside and outside the credit union. Self-starter who manages multiple priorities, meets deadlines, and measures results to guide decisions. Proficiency in Microsoft Office and the credit union's core systems, with a professional demeanor and strong member-service focus.
    Regular local and regional travel throughout Spero's field of membership, sometimes on short notice; occasional overnight travel. Flexible hours, including some evenings and weekends for events. Events in varied indoor and outdoor settings, including event setup and breakdown.

    Numbers & Facts

    LocationGreenville, South Carolina
    Websitehttps://spero.financial/careers/

    Skills

    • Budgetingunmatched
    • Business Administrationunmatched
    • Business Developmentunmatched
    • Business Growthunmatched
    • Business Loansunmatched
    • Business Solutionsunmatched
    • Communication Skillsunmatched
    • Contact Managementunmatched
    • Credit Unionunmatched
    • Cross-Sellingunmatched
    • Direct Mailunmatched
    • Direct Marketingunmatched
    • Event Managementunmatched
    • Follow Throughunmatched
    • Lead Generationunmatched
    • Leadershipunmatched
    • Loan Fundingunmatched
    • Loansunmatched
    • Maintain Complianceunmatched
    • Marketingunmatched
    • Marketing Communicationsunmatched
    • Mortgageunmatched
    • Multitaskingunmatched
    • Presentation/Verbal Skillsunmatched
    • Regulationsunmatched
    • Salesunmatched
    • Small Businessunmatched
    • Time Managementunmatched
    • USA PATRIOT Actunmatched
    • Willing to Travelunmatched

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