What you'll do:

• Build and maintain relationships with targeted Select Employee Groups (SEGs) through regular communication, engagement activities, and strategic outreach.
• Communicate with SEG contacts through phone, email, and e-marketing campaigns on a monthly or quarterly basis while collaborating with Marketing to ensure professional and consistent messaging.
• Partner with Commercial Services, Private Client Group, Mortgage, and other internal teams to generate cross-departmental referrals and coordinate productive business meetings.
• Attend community events, networking functions, and business gatherings to generate leads, promote FORUM Credit Union, and develop relationships with key community stakeholders.
• Meet established business development goals and key performance expectations through relationship cultivation and lead generation efforts.
• Provide information and support to members and prospects by maintaining a working knowledge of FORUM policies, procedures, products, and services.
• Maintain an active and professional LinkedIn presence to connect with business owners, community leaders, and SEG contacts.
• Utilize the CRM system to document activities, manage leads, track follow-up efforts, and maintain organized relationship records.

You may enjoy this job if:

• You enjoy networking and are energized by building meaningful business relationships.
• You are self-motivated, goal-oriented, and take ownership of achieving results.
• You thrive in a fast-paced environment where priorities may shift and adaptability is essential.
• You are confident engaging with business leaders, community partners, and members in a variety of settings.
• You enjoy identifying opportunities, connecting people with solutions, and helping teams succeed through collaboration.
• You are organized, detail-oriented, and able to effectively manage multiple relationships and follow-up activities.

What we are looking for:

• A two-year college degree, completion of a specialized course of study at a business or trade school, or completion of a specialized and extensive in-house training program.
• One to three years of similar or related business development, sales, relationship management, or financial services experience.
• Nationwide Mortgage Licensing System (NMLS) certification, or the ability to obtain and maintain certification.
• Strong verbal and written communication skills with the ability to build rapport and influence others.
• Ability to work a flexible schedule, including occasional evening and community events.

Employee Perks:

• Competitive Pay
• Student Loan Reimbursement
• Tuition Assistance
• Wellness Programs
• Community Involvement and Paid Volunteer Time
• Professional Development/Award Winning Training Program
• 401K with Match
• Comprehensive Benefits Package
• Generous Paid Time Off

Please note: A criminal background screen will be conducted upon hire.

FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.