Member Market Development Officer

J  o  b    D  e  s  c  r  i  p  t  i  o  n

THE DETAILS

Job Code:

11755

Grade:

24S

Status:

Exempt

POSITION AND PURPOSE

The Membership Market Development Officer is a dynamic, outgoing, and engaging professional responsible for identifying, developing, and building relationships with market segments, nonprofits, businesses, and other groups where we can provide financial solutions for growth. The officer will actively seek to establish and nurture partnerships with these entities, identifying mutual goals and opportunities for joint initiatives that benefit both the organization and segments themselves. This includes developing relationships, strategic alliances, coordinating joint events and programs, and leveraging these relationships to provide financial solutions. The ideal candidate will possess exceptional communication, collaboration, and relationship-building skills, with a demonstrated ability to collaborate across the enterprise in order to bring value, service and solutions to groups that would benefit from what we have to offer.

WHO WE ARE

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE

You are an outgoing, relationship-focused business development professional who excels at building strategic partnerships and fostering meaningful connections.

You have a talent for identifying opportunities, understanding member needs, and delivering financial solutions that create value for businesses, nonprofits, and community organizations.

A strong communicator and collaborator, you leverage data, digital tools, and cross-functional partnerships to drive member engagement, growth, and community impact.

THE WORK

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Member Engagement

• Responsible for identifying new business opportunities, maintaining member relationships, and developing sales strategies to drive growth.
• Conduct regular one-on-one meetings and other communication to better understand member needs and how we can provide solutions to meet them.
• Serve as an advisor and partner to members, providing guidance on Golden 1’s products and services how they can assist to best deliver them to the member.

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Segment Engagement

• Establish and maintain strategic partnerships with local businesses, center of influence such as CPA’s and attorneys, non-profit organizations, governmental agencies and NGO’s..
• Coordinate joint financial programs, events, and projects to provide solutions and engagement.

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Strategic Alignment and Communication

• Leverage digital platforms to provide options for member and segment engagement.
• Develop and execute digital communication strategies to promote G1 programs, events, and initiatives.
• Provide a modern image, brand, and culture in all that we do.
• Utilize data analytics to measure the effectiveness of digital outreach efforts and make data-driven decisions to improve engagement. Prepare regular reports on program outcomes, member engagement metrics, impact, and results.
• Collaborate with other departments throughout the enterprise to ensure cohesive messaging and a team approach to member development.

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Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union’s risk appetite, and ensure operational integrity and compliance with applicable regulations.

QUALIFICATIONS

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Bachelor’s Degree in related field or equivalent work experience required

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7+ years of branch leadership or business development within a retail sales or financial institution required

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Must have established connections within the local community, including influential leaders and non-profit organizations required

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Knowledge of California Credit Union Law and Regulations.

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Knowledge of the sound practice of business administration.

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Solid Knowledge of Microsoft Office Suite products

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Proven ability to meet and/or exceed individual service and sales goals.

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Solid knowledge of financial concepts, and products and services offered by Golden 1.

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Professional (Verbal/Written Communication and Presence).

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Demonstrated positive demeanor and outgoing attitude.

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Professional(Verbal/Written Communication and Presence) outreach skills to identify and contact potential members through a variety of outreach strategies

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Possession of a valid California driver's license required

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Solves Problems Proactively - Tackles complex issues independently

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Innovates and Applies Insights - Suggests improvements

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Delivers Results with Agility - Maintains quality during change 

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Collaborates Across Teams - Works effectively with peers 

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Influences and Persuades - Shares expertise to guide others 

ORGANIZATIONAL CONTACTS AND RELATIONSHIPS

INTERNAL:

All levels of management and staff.

EXTERNAL:

Strong center of influence such as CPS’s and attorney’s, segments, governmental agencies, NGO’s, etc.

WORKING CONDITIONS

Work time includes weekend and after-hours time, based on organizational needs. This position works in-office where working conditions, lighting, temperature, audio, and workspace are all sufficient.

PHYSICAL REQUIREMENTS

Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work may require the ability to move work-related supplies weighing up to 10-15 pounds.

DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.

DECLARATION/ACKNOWLEDGEMENT

This job description outlines the essential functions and physical/mental requirements necessary to perform this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.