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Business Development Assistant
BMI Federal Credit UnionProviding business development support for BMI Federal Credit Union including departmental assistance and community engagement. Responsible for maintaining and organizing promotional materials, and managing charity program relationships.
About the role
Key responsibilities & impact- Responsible for providing support and assistance to achieve business goals for the Business Development department
- Ensure integrity of preferred employer group (PEG) reports, track and maintain necessary items for Business Development, vendor relationships
- Supports the field-based Business Development Managers by providing back-up assistance in supporting PEG and community activities
- Print materials, facilitate Business Development mailings for events
- Prepare and maintain promotional materials, such as brochures, offers, posters, and flyers
- Provide support to Business Development team for preparation of PEG visits; act as a backup for PEG visits when necessary
- Monitor and correct issues on the credit union’s core system for new account reports
- Keep Business Development materials and promotional products organized and in inventory; assist in pricing and ordering
- Maintain email lists, mailing lists, Business Development records, and files
- Support the financial education manager by assisting in developing content for Money Management Workshops
- Research and manage business development inquiries and leads received via web/phone
- Coordinate and plan special events with the guidance of the VP of Business & Community Development
- Manage relationships with charity partners for monthly giving program and coordinate employee volunteering efforts
- Process charitable contributions, including employees’ charitable donations and the matching Ohio Credit Union League Political Action Committee (OCULPAC) contributions
- Manage the department’s customer relationship manager (CRM) tool
- Assist VP of Business & Community Development to track and monitor departmental budgets
- Manage the responsibilities of the Member Meeting Room (MMR) including but not limited to: MMR rental balances, Scheduling, Set-up and Tear-down
Requirements
What you’ll need- Associate degree in Business, Marketing, or related field strongly preferred; Bachelor’s degree preferred
- 1-3 years of experience customer service, sales, or related field required; a viable combination of experience and education will be considered
- Proficient in use of social media platforms
- A clean driving record, reliable transportation, valid driver’s license, and proof of auto insurance required
- Flexible work schedule (some early mornings, late nights, and weekend hours)
- Ability to work effectively with others at all levels across the organization
- Strong customer service skills
- Possess a professional demeanor
- Ability to work under minimal supervision
- Skills in effective professional verbal and written communication
- Strong attention to detail
- Proficient in Microsoft Office, general computer programs, and general office equipment
- Advanced research and problem-solving skills
- Skills in organization and planning
- Ability to receive and maintain confidential information
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)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Customer ServiceEvent PlanningPromotional Material PreparationCRM ManagementResearch SkillsMicrosoft Office ProficiencyProblem-Solving SkillsAttention to DetailOrganizational SkillsCommunication Skills
Soft Skills
Professional DemeanorAbility to Work IndependentlyInterpersonal SkillsFlexibility
Certifications
Valid Driver's LicenseProof of Auto Insurance