Business Development Representative

BMI Federal Credit Union

. Grow the credit union by increasing the number of members and products and services for members, Preferred Employer Groups (PEGs), and communities served .

Posted 9/19/2026full-timeDublin • Ohio • United StatesMid-LevelSenior💰 $27 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in member engagement and community outreach, with a strong focus on financial education and customer service. Proficient in planning and executing events while maintaining effective communication and collaboration with stakeholders.

Highest-signal resume keywords

Bachelor’s Degree In Business, Finance, Or Communications3 Years Of Related ExperienceKnowledge Of Financial Industry Products And ServicesCustomer Service And Sales Strategy SkillsProficient In Microsoft Office

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Industry KnowledgeCustomer Service SkillsSales StrategyOral Presentation SkillsCritical ThinkingProblem-Solving SkillsEvent PlanningData Management In CRMReport PreparationPhysical Requirements Compliance

Soft Skills

Effective Communication SkillsOrganizational SkillsTeam CollaborationTact And CourtesyDesire To Learn

Tools & Technologies

CRM SystemMicrosoft OfficeGeneral Computer ProgramsGeneral Office Equipment

Certifications & Qualifications

Valid Driver’s LicenseProof Of Auto Insurance

Industry Keywords

Credit UnionPreferred Employer GroupsFinancial WellnessCommunity EngagementMember Growth

About the role

Key responsibilities & impact

Grow the credit union by increasing the number of members and products and services for members, Preferred Employer Groups (PEGs), and communities served
Identify, generate, and support new members and PEGs and solicit in target markets
Provide on-site support for PEGs through personal visits, telephone calls, and correspondence
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 up-to-date employer and community group data and initiatives in the CRM system
Work with the Financial Education Specialist on PEG financial wellness trends and needs
Provide recommendations and feedback on financial wellness content and efforts
Plan and coordinate PEG and community events
Prepare monthly reports outlining PEG program activities and expenses
Represent the credit union at employer, community, and charitable events
Partner with Marketing and the Business Development Coordinator to design and produce recruitment materials
Assist the VP of Business & Community Development in researching and soliciting new PEGs
Assist with developing new opportunities to deliver strategic initiatives
Serve as liaison between the credit union and PEGs to resolve problems
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
A clean driving record, reliable transportation, valid driver’s license, and proof of auto insurance required
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
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 communication skills (verbal, written, and visual)
Professional and proficient phone etiquette
Proficient in Microsoft Office, general computer programs, and general office equipment
Must be able to meet specified physical requirements, including frequently lifting and moving objects weighing up to 50 pounds

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)