Business Development Officer at Monterra Credit Union

 

• Do you thrive on making connections, creating value, and leaving a lasting impact on the community?
• Do you excel in networking and establishing partnerships across various demographics?
• Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally?

If so, we’d love to talk with you about Monterra Credit Union’s  Business Development Officer (BDO)  Position!

Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members’ potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you.

 

SALARY & BENEFITS

Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package:

• Starting pay of $91,000 - $105,000 per year depending on experience
• Bilingual pay incentives (English/Spanish or English/Tagalog)
• Semi-annual bonuses for meeting key financial and operational goals
• Medical, Dental, Vision, Life, and Long-Term Disability insurances
• 401(k) including generous matching contributions
• Discounts on financial products and services, including mortgage and auto loans
• Paid time off, tuition reimbursement, and much more!

 

POSITION SUMMARY

The Business Development Officer (BDO) is responsible for driving membership growth and strengthening relationships with Monterra Credit Union’s Select Employer Groups (SEGs), local businesses, and their employees. This role focuses on recruitment, engagement, and activation of new members to support the organization’s goals.

Key responsibilities include building and maintaining strategic partnerships, executing outreach initiatives, and representing Monterra Credit Union at corporate, community, and partnership events to enhance brand reputation and foster meaningful member engagement. The BDO collaborates closely with internal teams to ensure the successful execution of events and projects. Success in this role requires a proactive, results-driven approach, strong relationship-building skills, and a commitment to expanding Monterra’s community presence and impact.

 

PRIMARY RESPONSIBILITIES

• Membership and Business Development
  • Develop and manage relationships with new and existing Select Employer Groups (SEGs) to maximize membership growth and marketing opportunities, including co-branded employee benefit packages.
  • Identify and cultivate new membership opportunities through networking, business development, and partnerships with relocation departments and third-party relocation companies.
  • Present Monterra Credit Union products, services, and financial wellness solutions to diverse audiences to drive membership growth.
  • Plan and execute outreach strategies, including representing the Credit Union at events, preparing promotional materials, and conducting follow-up with attendees.
  • Actively participate in local Chamber of Commerce groups and networking events to promote Credit Union offerings and foster community relationships.
  • Develop innovative strategies and embrace a growth-oriented mindset to improve outreach, event effectiveness, and overall member acquisition.
  • Facilitate account openings, referrals, and ongoing member engagement with Credit Union services.

 

• Event Planning and Execution
  • Collaborate with the Community Relations Manager to lead the planning, organization, and logistics for Credit Union-sponsored events, including coordinating staffing, managing communications, and preparing printed and promotional materials.
  • Track and analyze event performance, including ROI and membership outcomes, to inform future strategies.
  • Partner with branch managers, staff, and leadership to identify prospects, organize events, and enhance member engagement.
  • Foster a cohesive, motivated team environment, ensuring high-quality member service and effective sales promotion at events.
  • Data Management and Reporting
  • Collect and manage membership information, tracking key metrics and ROI for membership and business development efforts.
  • Create and distribute detailed performance reports to management, highlighting trends and opportunities for growth.

 

• Additional Responsibilities
  • Provide guidance and answers to member inquiries, ensuring a deep knowledge of Credit Union products and policies to deliver tailored recommendations.
  • Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
  • May perform other duties as assigned.
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control.

 

PHYSICAL DEMANDS

The physical demands and work environment characteristics described 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 duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. 
• Employee must occasionally lift and/or move up to 5 pounds.
• Employee may occasionally work overtime.
• These activities are not necessarily performed to the same degree and combination every day.

 

Apply Now for Consideration!

Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status.

 

• Bachelor’s degree in marketing, business management, communications, or equivalent work experience.
• 5+ years of business development or account management experience, ideally within banking or retail settings.
• Strong customer service, sales, and relationship management skills, with a proven ability to coordinate prospecting, maintain client relationships, and manage contact databases.
• Excellent analytical and critical thinking skills with the ability to translate information into actionable growth plans.
• Highly organized with strong time management, multitasking, and project management abilities to handle multiple projects and meet deadlines in a fast-paced, independent environment.
• Exceptional communication skills, including effective written, verbal, interpersonal, and presentation capabilities, with the ability to communicate technical concepts to diverse audiences.
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) and familiar with market segmentation strategies.
• Demonstrated ability to analyze processes, develop detailed procedural documents, and create actionable insights.
• Reliable transportation with a valid driver’s license and vehicle insurance; ability to travel up to 80% of the time, including evenings and weekends.
• Ability to exercise sound judgment in all situations and foster sound relationships with others at all levels.
• Flexible and adaptable to changing schedules and priorities.
• Fluency in Spanish strongly preferred.