Account Executive

Account Executive   (Redwood City, CA)

Summary:

To expand and enrich the membership of the credit union within the Select Employer Groups through service-based business development activities; and serve as a credit union representative. Represent the credit union at public and social media events and demonstrate the value and benefits of becoming a Provident Member.

Why Provident?

Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better. Provident has been a Bay Area “Top Workplace” since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation.

Our values are:

• Listen
• Get Better
• Do What’s Right

Essential Functions:

• Represent the Credit Union at various events including sponsor functions, chamber functions, benefit fairs, new employee training meetings, trade shows, and perform public relations at civic and community events when necessary.
• Cultivate relationships with key personnel at assigned sponsors/SEG'S (Select Employer Group) to maintain Provident’s position as a benefit to the company.
• Utilize service skills to respond to the needs of sponsor/SEG groups and associations, members, vendors, and internal members in a timely and professional manner.
• Develop and implement marketing plans for assigned SEGs, and participate in public events.
• Coordinate business development efforts with local Branch Managers, and marketing staff to operate our tables at local events.  Public and Social events may take place after hours or on weekends. If weekend work is required, a day off midweek will be provided.
• Work with the Marketing Operations team to leverage existing marketing activities with assigned SEG groups to include business banking products when appropriate.
• Work in concert with Branch Managers and Regional Managers to assist in the steady growth of the branches within assigned territory.
• Work with the Business Banking department to identify possible business banking opportunities among their assigned SEGs. Leverage our existing relationships to generate new business banking members, business deposits, and business loans.
• Identify and close new SEG's, Clover Referrals and Investment and Insurance seminars.
• Assure compliance with all governmental regulatory and Credit Union policies, rules and regulations relative to business development activities.
• Refer to INI potential new members who demonstrate a need for financial services
• Complete required BSA & OFAC training annually

QUALIFICATIONS

Education/Work Experience/Knowledge, Skills & Abilities

• Bachelor's Degree in Business, Marketing or related fields, or equivalent experience
• 3+ years of experience; generating a target list, cold calling potential clients
• 1+ years of experience in outside sales or business development experience, with proven success
• Excellent written and oral communication skills (including telephone)
• Demonstrate expertise to use PC, Word, Excel, Windows 95 and email
• Knowledge of all Provident Business Banking products and Services
• Proven track record of developing and maintaining positive and professional relationships with (Select Employer Group) SEGs
• Demonstrate excellence in mathematical and organization skills
• Demonstrate ability and willingness to provide outstanding service to every SEG, member, and staff member
• Must have adequate mastery of the English language to communicate effectively with colleagues, SEG contacts, and members.
• Must have adequate mastery of the English Language to communicate effectively with colleagues, SEG contacts, and members.
• Excellent written, verbal and interpersonal communication skills, including confident public speaking.
• Must have a valid and current Driver license and own transportation/auto insurance.

Benefits you will enjoy:

• Quality medical, dental and vision care coverage
• 401(k) retirement plan with up to 150% matching employer contributions
• Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses
• Annual discretionary bonus
• Generous paid time off and paid holidays
• Flexible spending accounts
• Employee Referral Bonus
• Short and long-term disability coverage
• Life and AD&D insurance
• Provident membership
• Rate discount on home and auto loans
• Opportunity to use company owned condo in Maui and Lake Tahoe

Compensation:

Pay Grade is P2.   Targeted Hourly Pay: $27.50 - $34.86  (Depending on Experience)

Provident is an Equal Opportunity Employer

We are a winner of the Bay Area News Group Top Work Place in 2017 – 2026. Check us out on Glassdoor