California Coast Credit Union Visa Sponsorship USA

INTRODUCTION

The Lead Business Development Officer (BDO) serves as a senior strategic leader within the Business Development team, providing direction, expertise, and guidance to drive membership growth, deepen deposit and loan relationships, and expand engagement with Preferred Partners and community organizations. The role strengthens team performance through mentorship, coaching, and operational alignment while ensuring consistent, high‑quality outreach execution. The Lead BDO manages major strategic accounts, advances partnership development, and supports organizational business development strategy, all while maintaining individual production accountability and supporting organizational growth objectives.

DIMENSIONS:

Employee Support: Business Development, Community Relations, and Marketing
Indirect Support: Branches, Member Service Center, and Lending

SUPERVISORY RESPONSIBILITIES:

The incumbent reports directly to the Director of Business Development. There are no direct reports to this position.

NATURE & SCOPE:

Serves as the senior subject‑matter expert within the Business Development team, providing mentorship, guidance, and field support to Business Development Officers without formal supervisory authority.

• Provides strategic leadership to drive membership growth, deposit and loan expansion, and development of community and Preferred Partner relationships.
• Strengthens engagement with Preferred Partners and community organizations by deepening existing relationships and identifying new partnership opportunities.
• Enhances outreach consistency, team alignment, and process efficiency through training support and best‑practice leadership.
• Contributes to business development strategy, geographic expansion, and coordinated outreach efforts across the credit union.
• Works directly with Preferred Partners to schedule and execute on-site Member Days, workshops, New Employee Orientations, and community or charitable collaborations.
• Serves as a liaison between Business Development Officers and leadership by elevating field insights, operational gaps, and improvement opportunities.
• Works closely with Marketing to develop and deploy promotional materials aligned with Preferred Partner and community needs.
• Analyzes market trends, economic conditions, and community needs to identify growth opportunities and emerging markets.
• Performs other duties as assigned.

EDUCATION, SKILLS, & ABILITIES:

The Eight Superpowers

• Provides leadership through modeling of behaviors and bringing forward innovative ideas and new ways of doing things.
• Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
• Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
• Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
• Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
• Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
• Shares a diverse set of perspectives, work, and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and values the differences of others, including but not limited to national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success.
• Values and shows appreciation for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility, and fairness. Makes each employee feel valued and supported for their unique qualities.

Other Education, Skills, and Abilities:

• Bachelor’s degree in Business, Marketing, or related field, or equivalent combination of education and experience.
• Minimum of 5-10 years of proven experience in business development, sales, or financial services.
• Demonstrated expertise in business development, relationship management, and community/partner engagement within a financial services environment.
• Proven leadership abilities with skill in mentoring, coaching, and guiding peers to elevate team performance.
• Strong communication and interpersonal skills to interface confidently with C-level executives, business leaders, and external partners.
• Advanced proficiency in CRM platforms and business development tools, including the ability to use AI-driven systems for contact management, forecasting, partner tracking, and outreach optimization.
• Strong forecasting, analytical, and trend-recognition capabilities to evaluate market conditions, identify opportunities, and shape outreach strategy.
• Proven ability to grow and manage a territory, expanding partner penetration and increasing business development impact.
• Highly organized with strong planning skills to support territory alignment, pipeline management, and coordinated outreach.
• Ability to track, interpret, and report on key metrics such as membership growth, conversion rates, partner penetration rates, deposit and loan volume, and outreach activity performance.
• Working knowledge of credit union operations, products, lending processes, and sales metrics.
• Working knowledge of MS Word, Excel, Desktop Publishing and Data Entry.
• Ability to operate standard business machines such as computer, printer, fax, copier, and telephonic devices.
• Valid California driver’s license.
• Ability to arrive at various locations throughout San Diego and Riverside County. Must bring table set up and arrive on time.

MAJOR ACCOUNTABILITIES:

• Achieves individual production goals related to membership acquisition, deposit growth, loan production, and partnership development.
• Provides mentoring, training, and best-practice reinforcement to Business Development Officers to ensure consistent outreach, execution and teamwide performance.
• Manages major strategic accounts and ensures strong execution, partner satisfaction, and growth across high-impact relationships.
• Collaborates with the Director of Business Development to enhance outreach strategy, operational consistency, and geographic performance initiatives.
• Maintains, tracks, and reports on key business development metrics such as new memberships, partner penetration levels, strategic account growth, loan and deposit volume, outreach activity results, and territory performance indicators.
• Provides a high level of service to Preferred Partner groups and community partners.
• Requires experience in new member, consumer and Real Estate loan processing, loan structuring, and criteria.
• Promotes a professional CCCU image and awareness within our communities.
• Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.

Physical Requirements:

• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous standing; ability to operate and utilize a personal computer and peripherals. Lifting of various brochure stands and tables. Ability to lift up to 30 lbs.
• Ability to operate a vehicle as travel is required.

ENVIRONMENTAL CONDITIONS:

• Work is primarily performed outside the office with extensive business travel required. Will frequently be required to attend events in evenings or on weekends. Subject to standard background noise found in an office environment and during travel time, subject to variable weather and traffic conditions.

Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.

Management reserves the right to assign or change duties and tasks to this position at their discretion.

Salary Range (Annually):

$98,827.4160 - $123,534.2700