We are hiring a Business Development Representative - Bilingual Spanish. This key position is responsible for the growth of the credit union through the recruitment of new Members specifically through the strategic creation and cultivation of relationships with Preferred Partners (PPs) with the purpose of gaining access to many potential Members. Demonstrates a highly motivated, positive, outgoing, influential personality with a strong emphasis on sales and results to ensure the credit union maximizes sales opportunities with current and potential Members. This position must be able to achieve established monthly goals through grit and resolve and requires superior service skills and the ability to represent CU SoCal’s brand with Members, potential Members, and the community at large.

This is a bilingual role and requires the teller to be fluent is speaking and reading Spanish, to serve our Spanish speaking Members while conducting their CU business.

Business Hours: Monday – Friday: 9:00AM to 6:00PM & Saturday: 8:30AM – 1:30PM

Based upon business needs, our positions may require working flexible hours, including weekends.

Area of focus will be Los Angeles (San Gabriel Valley and Inland Empire), Riverside and San Bernardino County.

Why Work at CU SoCal?

Besides being a part of a great team that is dedicated to building better lives for our team members and Members, we offer competitive pay, great health benefits and a culture like no other!

CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose.

Our Culture and Values

We are a purpose driven organization. Purpose mobilizes people in a way that pursuing profits never will. Our purpose ignites passion within our team members and inspires trust from our Members. This makes a winning combination.

We are more than a place people bank. Our industry is filled with people who can count. At CU SoCal, we are people others can count on.

We work hard, play hard, and laugh along the way. We recognize that every single one of us is a valuable contributor. We have a strong culture of learning and accountability in a collaborative, team environment.

We’re a team of passionate, committed professionals dedicated to the same goal: Build Better Lives Through Exceptional Member Experiences, Every Time.

Minimum Qualifications

• High School Diploma or equivalent.
• Proficiency in a second language required: Bilingual English and Spanish.
• Ability to meet driving requirement: Current CA state driver’s license, reliable transportation and current state liability auto insurance.

Preferred Qualifications

• Bachelors degree or equivalent.
• Working knowledge of SEG Manager software
• Experience in a financial/credit union environment.
• Has in-depth knowledge of CU SoCal products and services.

Skills and Abilities

• Working knowledge of Microsoft Office applications, specifically Outlook, Word, and Excel.
• Effectively and respectfully communicate with all levels of authority, both internally and throughout our field of Membership.
• Effectively creates and delivers oral presentations to small, mid, and large groups.
• Works successfully, both independently through self-motivation and within a team environment.
• Exercises confidentiality and discretionary judgment.
• Utilizes excellent verbal and written communication skills.
• Exhibits trustworthiness by keeping all credit union Member information safe and confidential.
• Demonstrates comprehensive understanding of the financial services market.
• Ability to work flexible hours.
• Demonstrates strong organizational and planning skills.
• Maintains working knowledge of all CU SoCal policies and procedures.
• Maintains a professional appearance.
• Strong sales background with demonstrated proven results.
• Thorough knowledge of CU SoCal financial products and services
• Effective verbal and written communication skills.
• Excellent presentation skills.
• Thorough and accurate record keeping skills.
• Time management skills.

Essential Duties and Responsibilities

• Promotes and sells CU SoCal products and services, contributing to the achievement of credit union Membership and financial growth goals.
• Cultivates relationships with key personnel at existing and new PPs to maintain CU SoCal’s position as an exclusive credit union benefit to company employees; schedules and coordinates on-site visits with the company.
• Uses strong interpersonal skills and influence to consistently achieve sales goals.
• Maximizes opportunities to sell products and services to benefit Members and enhance quality and depth of Member relationships and profitability.
• Utilizes sales and service skills by email, phone, and through in-person visits to respond to the needs of PPs, Members, vendors, and internal members in a timely and professional manner.
• Supports a consistent brand image for CU SoCal. Represents the credit union at civic and community events.
• Conducts and supports group presentations on financial literacy, with emphasis on credit union product and service solutions.
• Builds relationships with Community Business Partners (CBPs) to assist with achieving established goals.
• Maintains current knowledge of CU SoCal’s products and services.
• Secures and delivers completed new account applications to the BD Coordinator within 24 hours of receiving paperwork.
• Completes weekly and monthly reports in a timely manner.
• Participates in and completes all ongoing required training.
• Willingly adapts to changes in work environment.
• Complete understanding and active application of our Core4, Mission, Values, and Purpose statements
• Additional duties and responsibilities as assigned.

We support Pay Transparency and are a pay-for-performance organization that benchmarks base pay to the 50th percentile of market data.

Pay Scale: Min $24.47 / Mid $28.56 / Max $33.32* an hour

• Actual compensation will be based on geographical location, work experience, education and/or skill level.

CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice.

We foster an environment and culture where ideas and decisions from all people help us grow, innovate, and fulfill our mission of Building Better Lives.