Bus Development Manager

BMI Federal Credit Union

. Grow the Credit Union by increasing members and member products and services .

Posted 10/17/2026full-timeDublin • Ohio • United StatesMid-LevelSenior💰 $27 - $34 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in member engagement and financial wellness initiatives, with a strong focus on customer service, sales strategy, and effective communication. Proficient in planning and coordinating community events while maintaining accurate data management in CRM systems.

Highest-signal resume keywords

Customer Service OrientationFinancial Industry KnowledgeEvent Planning and CoordinationSales Strategy SkillsEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Products KnowledgeCRM System ManagementData OrganizationSales Strategy DevelopmentCritical ThinkingProblem-SolvingOral Presentation SkillsMicrosoft Office ProficiencyReport PreparationEvent Coordination

Soft Skills

Customer Service SkillsTeam CollaborationOrganizational SkillsTact and CourtesyDesire to Learn

Tools & Technologies

CRM SoftwareMicrosoft OfficeGeneral Computer ProgramsOffice Equipment

Industry Keywords

Credit UnionPreferred Employer GroupsFinancial WellnessCommunity EngagementMember Products and ServicesEmployer OutreachCharitable EventsBenefit FairsFinancial EducationConfidential Information Management

About the role

Key responsibilities & impact

Grow the Credit Union by increasing members and member products and services
Identify, generate, and support new members and Preferred Employer Groups (PEGs)
Provide on-site PEG support through personal visits, telephone calls, and correspondence
Supply PEG representatives with materials for employee outreach
Support PEGs and community groups at orientations, benefit fairs, lunch-and-learns, and charitable events
Educate prospective and current members about BMI FCU products and services and cross-sell
Maintain current employer and community group data and initiatives in the CRM system
Collaborate with the Financial Education Specialist on PEG financial wellness trends and needs
Recommend and provide feedback on financial wellness content and efforts
Plan and coordinate PEG and community events
Prepare monthly reports on PEG program activities and expenses
Represent the Credit Union at employer, community, and charitable events
Transport materials and supplies to events as needed
Partner with Marketing and the Business Development Coordinator to create recruitment materials
Assist the VP of Business & Community Development in researching and soliciting new PEGs
Help develop opportunities to deliver strategic initiatives
Serve as liaison between the Credit Union and PEGs to resolve issues
Back up the VP of Business & Community Development as required

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Communications, or related field preferred
A minimum of 3 years of related experience; a viable combination of experience and education will be considered
Clean driving record
Reliable transportation
Valid driver’s license
Proof of auto insurance
Ability to work a varied work schedule, including some early mornings, late nights, and weekend hours
Knowledge of financial industry products, services, and policies
Ability to stay up-to-date with promotions, products, and services
Skill in customer service and sales strategy
Skill in oral presentations
Critical thinking and problem-solving skills
Ability to organize, plan, meet deadlines, and follow through
Customer service orientation and ability to deal with others with courtesy, tact, and effectiveness
Ability to receive and maintain confidential information
Ability to work effectively individually and as part of a team
Desire to continually learn
Effective and professional verbal, written, and visual communication skills
Professional and proficient phone etiquette
Proficient in Microsoft Office, general computer programs, and general office equipment
Ability to meet physical requirements, including frequent lifting and moving of objects weighing up to 50 pounds, with or without reasonable accommodation

Benefits

Comp & perks

401(k) Plan with Company Match
Paid Time Off & Paid Holidays
Medical, Dental, and Vision Insurance
Robust Wellness Program
Life & Disability Insurance
Educational Assistance
Generous Health Reimbursement Arrangement (HRA) Funds
Employee Assistance Program (EAP)