Business Development Support Specialist

Business Development Support Specialist - Kiln Creek

Yorktown, VA

1st Advantage Federal Credit Union is currently seeking a full-time Business Development Support Specialist to support our Business Development Department. Scheduled hours will be 40 hours per week between the hours of 8:30 a.m. to 5:00 p.m. Monday through Friday.

The Business Development Support Specialist will support the Business Development team through oversight of physical documentation, record keeping, member assistance, branch referrals, administrative task, as well as supporting sales efforts.

1st Advantage Federal Credit Union has been serving members in the Hampton Roads community since 1951. We provide financial products and services that help members get ahead, while volunteering our time and resources to civic organizations and nonprofits that share our mission to improve life for each other. Be part of something special. Join 1st Advantage as a colleague and support our community members.

We offer market competitive compensation and a generous benefit package:

• Dollar-for-dollar matching 401(k) plan to 4% of earnings.
• Choice of three medical plans
• Flexible Spending Accounts
• Health Savings Accounts
• Choice of two Dental plans
• Vision
• Basic Life & AD/D Insurance - no cost
• Optional additional life insurance for colleagues, spouses, and children
• Long-term Disability Insurance - no cost
• Short-term Disability Insurance - no cost
• Employee Assistance Program - no cost
• Critical Illness, Accident, and Hospital Indemnity Plans
• Generous paid time off accrual program
• 11 Paid holidays
• Pre-paid legal services
• Pet Insurance
• Discounts on consumer loans and mortgages, increases on savings products, and much more!
• The budgeted hiring range for this position is between $21.60 per hour and $27.00. The final pay rate will be based on the selected candidate's experience and education relevant to the role. This position is also eligible for quarterly incentive payments based on individual and organizational performance.

To be considered for this opportunity, please submit your fully completed application and resume through our website.

See below for full job description.

Business Development Support Specialist Essential Functions & Responsibilities:

• Call prospective members from various call lists to create awareness and drives sales around current loan and deposit offerings.
• Create and process new account and loan applications by collecting and preparing loan and deposit account documentation. Make recommendations when appropriate for additional products.
• Maintain oversight of Outbound and Outside Sales Pipeline, being a point of contact for the Director of Business Development.
• Speak with members or prospective members on applications/request to obtain needed information and/or provide updates.
• Monitor applications and account information in DNA and Meridian to create and maintain data specific reports as needed/requested.
• Assist in the planning and organizing events, meetings, seminars, and promotional activities to enhance visibility and brand awareness.
• Perform other duties as assigned.

Performance Measurements:

• Verify all applications have correct information and are uploaded into DNA and Meridian.
• Manage list of business development applications and bank at work referrals ensuring communication with the member and referral partner is handled in a timely manner.
• Open deposit accounts accurately with all supporting documentation.
• Organize and assimilate all documents necessary to expedite the closing of loan applications sourced from business development team.
• Prepare files for the sales team within 1 business day following the receipt of all required document.
• Maintains open communication with members (business members and individual members), ensuring communications are accurate, timely and professional.
• Ensure that Credit Union's professional reputation is maintained and conveyed when interacting with internal or external contacts.
• Proactively demonstrates the 1st Advantage FCU core values of accountable, adaptable, driven, dependable, and fun.

Knowledge and Skills:

Experience Two to five years of experience with documentation management, data report evaluation and account servicing. Customer Service experience is required. Prior lending experience is preferred.

Education (1) A two-year college degree, or (2) completion of a specialized certification or licensing program, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through on-the-job training, an apprenticeship program, or other relevant experience.

Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills

Experience in managing customer relationships and excellent communication and organizational skills.

Must be detail oriented and be able to work independently as well as with a team.

Strong analytical skills.

Intermediate level knowledge with MS Word, Excel, Outlook, and Power Point.

Familiar with financial statements and tax returns preferred.

Familiar with NCUA Regulations (or banking regulations) and responsibilities relating to each including a working knowledge of UCC titles, mortgages, liens and other aspects of the loan collateral position preferred.

Notary preferred.

Physical Requirements

Talking - Effective verbal communication to convey and acknowledge receiving detailed or important instructions accurately, loudly, or quickly.

Average Hearing - Able to hear average or normal conversations and receive ordinary information to communicate effectively.

Finger Dexterity - Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together to use office equipment such as phones, computers, scanners and other office machinery.

Repetitive Motion - Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Visual Abilities - Average, ordinary visual acuity necessary to prepare or inspect documents, read email and computer screens, and operate office machinery.

Physical Strength - Sedentary work; sitting at a desk or workstation a majority of work hours. Exerts up to 25 lbs. of force occasionally and required to lift up to 25lbs.

Ability To Operate Motor Vehicle: Ability to operate a motor vehicle with no restrictions. Employee must maintain a valid active license and insurance policy.

Reaching and Stretching - reaching and stretching, below the shoulders, to access files, checks, documents, or office equipment on and across shelves, counters, and desks.

Work Environment Standard office environment.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Requirements: Offers of employment are contingent on a satisfactory criminal background and credit history check.

EOE/M/F/Disability/Vet

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.