Business Development Representative: Harvey

Posted: 10/10/25

The Business Development Representative maintains and expands relationships with assigned Select Employer Groups (SEGs) while servicing SEG account needs. This position is responsible for achieving penetration goals and strategic objectives within the Business Development Department to broaden relationships with assigned organizations. The incumbent will support the SEG onboarding process and serves as the point of contact for executing activities increasing member growth for assigned entities. Incumbent is expected to independently connect with and expand business relationships to grow EPIC’s membership in this segment.

Principal Accountabilities And Functions

• Develops new business by contacting prospective members via a variety of means including but not limited to, cold calling, branch referrals, networking functions, business expos, and community events.
• Develops and deepens relationships with assigned SEGs.
• Demonstrates an active role in acquiring new SEGs.
• Demonstrates measurable results with employer groups as it relates to member growth, employee penetration, employee events and balance growth, to meet and exceed departmental goals.
• Establishes productive, trusting, professional relationships with key contacts in assigned SEGs.
• Initiates contact through regular calls and visits to keep assigned SEGs current on all EPIC product and service promotions and initiatives, and to schedule site visits, benefit fairs and other events to broaden the awareness and familiarity of EPIC and its array of services and products that fulfill members’ financial objectives.
• Effectively presents the benefits of EPIC membership in one-on-one meetings, benefit fairs and site visits. Maintains and tracks all activity within customer relationship database Salesforce or similar software.
• Provides Financial Literacy information to individuals, groups and the community at large.
• Serves as Liaison between the community and the products, services and appropriate professionals at EPIC FCU.
• Performs related duties as assigned.

Required Qualifications

Previous Marketing or Business Development experience. Financial Institution experience a plus.

Competencies

• Must possess and demonstrate a thorough knowledge of financial products and services, particularly loans, within six months on the job.
• Ability to efficiently operate in a customer relationship database and skilled in Microsoft Office products and all forms of social media.
• Must possess superior interpersonal and stellar relationship skills by identifying, building and nurturing consultative partnerships.
• Must possess and demonstrate a strong passion for excellence.
• Must be extremely comfortable speaking and presenting to, and maintaining trusting relationships with, all levels of staff in an organization.
• Ability to operate strategically, finding positive solutions when faced with a challenge.
• Must be able to meet deadlines while managing multiple priorities.
• Ability to work independently with minimum supervision while still achieving results is required.
• Ability to maintain a positive, collaborative demeanor.
• Must be able to work independently and in a team environment.
• Ability to maintain sensitive and confidential information.

WORKING CONDITIONS:

• May be required to work outdoors for extended periods of time at Credit Union or SEG related events.
• May need to work beyond normal working hours, either before or after hours, pending events and organizational needs.
• Must be willing and able to repeatedly travel to various SEG worksites on an independent basis.
• A valid driver’s license is required. EPIC FCU vehicle is available for BD related usage.
• Ability to sit, stand and walk for extended periods and demonstrate sufficient dexterity and vision to operate a variety of office equipment.
• Ability to lift up to 25 lbs. with or without assistance.
• Ability to work the hours needed which may extend beyond the defined work schedule when operating conditions dictate.

This position description is not necessarily all inclusive in terms of work detail.

Send resume: epic.emp1@epicfcu.com