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For Companies We’re not your typical financial institution. We’re a member-owned, values-driven credit union making a real difference in our community. Our mission? To provide fair, affordable financial services to those whoServe & Protect– and to prove that people really do come before profit. If you\’re looking for a role where what you do actually matters, this is it.
As our Business Development Officer, you’ll be the friendly face (and sharp mind) behind our growth. You’ll help us reach new members, build partnerships, and spread the good word about what we do.
Think of yourself as part relationship-builder, part community champion, and part creative strategist. One day you might be pitching our services to a local employer, the next you’re hosting a workshop on ethical finance – no two days are the same, and we like it that way.
Before you read on, please note that this role is primarily based in East Midlands and Yorkshire and will involve a fair bit of travel.
Overview
What we’re looking for:
Responsibilities
- Supporting growth in membership and loans across the Credit Union’s potential membership.
- Initiating, managing, maintaining and developing relationships with key stakeholders across our various markets (Police, Military, Prison, Fire & Health).
- Proactively booking and attending promotional events to promote the Credit Union and identifying business development opportunities.
- Identifying and actioning new business opportunities.
- Attend relevant events/conferences within the Credit Union sector.
- Support the marketing team with various marketing strategies.
- Monitor industry trends and competitor activities.
- Providing weekly reports on progress regarding KPIs related to membership and loan growth.
- Supporting budget control on Business Development and Marketing activity.
- Helping identify a list of industry related accreditations and awards available and associated deadlines.
- Supporting the Business Development Manager in developing new products and services for the membership.
- Maintaining up to date knowledge of all credit union products and services.
- Complying with data protection legislation and maintaining strict confidentiality and security in dealing with all information relating to the Credit Union and its members, in accordance with policies and procedures.
- Working to the policies and procedures including relevant legislation and guidelines set down by the Credit Union, the Financial Conduct Authority, the Prudential Regulation Authority, the Financial Ombudsman Service, the Information Commissioner’s Office and any other standards as instructed in the course of your duties.
Qualifications
- Strong initiative and driven by change and a constant need to improve.
- A target focused mind-set and confident in own ability to deliver.
- Excellent communication skills and confident with public speaking.
- Proven Business Development & Marketing Experience.
- Mobile and able to travel.
- Access to own vehicle required. Car allowance provided.
- An advantage, but not a requirement:
- Business or Marketing Degree (or relevant qualification and or experience).
- Experience and understanding of Credit Unions or other financial institutions.
- Experience and understanding of Credit Unions membership base (Police, Military, Prison, Fire & Health).
What we are offering
We offer enhanced leave, an employer-contributed pension scheme and a friendly and relaxed working environment where you will be supported to develop yourself and your career.
Serve and Protect is a great place to work, but don’t take our word for it! We are a Great Place to Work certified company and also earned a place on the Best Workplaces (Small), Best Workplaces for Wellbeing (Small) and Best Workplaces in Financial Services and Insurance (Small & Medium) in 2023.
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Contact Detail:
Serve and Protect Credit Union Recruiting Team
How to prepare for a job interview at Serve and Protect Credit Union
✨Know Your Audience
Before the interview, take some time to research the credit union and its mission. Understand their values and how they serve the community. This will help you tailor your responses and show that you genuinely care about what they do.
✨Showcase Your Relationship-Building Skills
As a Business Development Officer, you'll need to build relationships with various stakeholders. Prepare examples from your past experiences where you've successfully developed partnerships or engaged with communities. Be ready to discuss how you can apply these skills in this role.
✨Be Ready to Discuss Industry Trends
Stay updated on current trends in the financial services sector, especially those affecting credit unions. Bring insights to the table during your interview, demonstrating your knowledge and enthusiasm for the industry. This shows you're proactive and invested in the role.
✨Prepare for Public Speaking Scenarios
Since the role involves pitching services and hosting workshops, practice your public speaking skills. You might be asked to present a mock pitch during the interview. Use this opportunity to showcase your confidence and ability to engage an audience effectively.
