Business Development Specialist

The Business Development Specialist is an individual contributor responsible for generating measurable growth for Credit Union of the Rockies through proactive relationship development, community engagement, and consultative sales. This role is focused exclusively on external business development. The Specialist identifies, develops, andconverts new relationships into loans, deposits, and membership growth across the communities we serve. Thisposition does not manage internal functions such as underwriting, marketing execution, or operations, but instead partners with those areas to ensure opportunities are effectively transitioned and fulfilled. Success in this role is defined by the ability to consistently create net-new relationships and convert those relationships into measurable business outcomes. Activity alone is not sufficient; performance is measured by results. The Business Development Specialist maintains a strong presence in assigned markets, develops referral networks, and represents the credit union in the community. This role operates with a high degree of autonomy and is expected to work closely with Senior Management and direct daily activities in alignment with organizational growth objectives.

Business Development & Relationship Generation: Develop and maintain relationships with business owners, community organizations, centers of influence, and referral partners to generate new opportunities for the credit union.Proactively identify, initiate, and cultivate relationships that result in new members, loans,deposits, and business accounts. Maintain a consistent and visible presence in assigned markets through in-person meetings, site visits, and community engagement. Build and manage a network of referral partners that contribute to ongoing business generation.Establish and maintain reciprocal relationships that create measurable value for both parties.Attend and actively participate in community events, networking opportunities, and industry gatherings with the intent of generating new business opportunities and expanding the credit union's presence.

Sales Execution & Revenue Growth: Conduct consultative conversations with prospective members & business partners to identify financial needs and present appropriate credit union solutions. Advance opportunities from initial relationship through closing by maintaining consistent follow-up,clear communication, and progression through the sales process. Drive growth in loans,deposits, and membership by converting relationships into measurable business outcomes.Maintain ownership of opportunities through completion, ensuring responsiveness and momentum. Meet or exceed assigned production goals through consistent execution of relationship-based sales activities.

Pipeline Management, Attribution & Reporting: Maintain an organized and accurate pipeline of all active opportunities, relationships, and expected outcomes. Ensure all business development activities are documented and traceable. Track and validate the source of all business generated, including new members,loans, and deposits. Partner with internal teams to ensure accurate attribution and reporting.Monitor pipeline health, including volume, stage progression, and conversion rates. Maintain sufficient pipeline coverage to support ongoing production goals. Provide regular reporting on activity, pipeline status, and outcomes, demonstrating clear alignment between effort and results.

Market Presence & Community Engagement: Represent the credit union at community events, financial literacy sessions, business presentations, and networking functions.Develop and execute outreach strategies tailored to assigned markets, including employer groups, community organizations, and local business segments. Maintain awareness of local market conditions, competitor activity, and emerging opportunities, providing feedback to leadership as appropriate. Ensure that all external engagement efforts are aligned with measurable growth objectives.

Internal Collaboration & Coordination: Partner with lending, operations, branch, and marketing teams to ensure smooth transition of opportunities from origination through fulfillment. Communicate clearly with internal stakeholders to provide context on relationships, expectations, and timelines. Escalate operational or process challenges as needed while maintaining focus on external business development responsibilities.Maintain working knowledge of credit union products, services, and guidelines sufficient to effectively position solutions in the market.

WHAT BEING SUCCESSFUL LOOKS LIKE: Consistent pipeline of new opportunities Strong presence in the market(people know you) Repeatable referral relationships producing business Measurable growth tied directly to your activity

WHAT NOT SUCCEEDING LOOKS LIKE (EARLY WARNING SIGNS): Low or inconsistent external activity Heavy reliance on existing relationships or internal leads Poor pipeline documentation or unclear next steps High activity with no measurable outcomes Inability to articulate where business is coming from