Business Development Associate - Wichita, KS

MERITRUST CREDIT UNION

Posted 3 months ago

Full Time

Wichita, Kansas

In Person

Smart Summary

Responsibilities

The role serves as an onsite presence at Boeing facilities to drive new business opportunities and support employee financial wellness. Key duties include leading engagement sessions, capturing leads in the CRM, and coordinating with internal banking and wealth management teams.

Qualifications

You will serve as a trusted onsite presence at Boeing locations, supporting employee financial wellness and driving new business opportunities. You are responsible for engaging employees, identifying financial needs, and capturing, qualifying, and documenting leads in the CRM.

Must Have Skills for ATS

CRM

Microsoft Excel

Job Description

Job DetailsLevel: EntryJob Location: Wichita, KS 67202Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $67,429.27 - $84,286.59 SalaryJob Shift: DayJob Category: Business DevelopmentWe recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.     When you join the Meritrust team, your benefits will include:  Comprehensive medical insurance plan  Dental and vision insurance  Generous paid-time-off  12 paid holidays  401(k) plan  Wellness program  Tuition assistance  Employee loan discount  Employee Assistance Program (EAP)  Life and disability coverage  What sets working for Meritrust apart?  Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.  Supportive and engaging work environment.  A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.  A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.  Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don’t meet every one of our qualifications listed.  POSITION SUMMARY The Business Development Associate role serves as a highly visible, trusted onsite presence at Boeing locations. The role supports Boeing employee financial wellness, drives new business opportunities, strengthens community partnerships, and deepens relationships with key Boeing stakeholders.   ESSENTIAL FUNCTIONS Lead weekly onsite engagement at Boeing facilities, including new hire orientations and rotating plant tabling sessions. Set up branded materials and create an inviting, professional presence for employee outreach. Engage Boeing employees in financial wellness conversations and identify needs across banking, lending, and wealth services. Capture, qualify, and document leads during onsite interactions. Enter all leads into the CRM promptly and maintain accurate, organized records. Conduct timely follow up through thank you messages, scheduling, and internal referrals. Tag and track leads by product interest to support pipeline visibility and conversion. Coordinate with Wealth Management, Mortgage, Financial Well Being, and Private Banking teams to align outreach efforts. Schedule rotating team participation for onsite tabling and ensure consistent cross team representation. Maintain ongoing communication with Boeing HR, Internal Communications, Facilities, and Community Relations. Support relationship management for major Boeing affiliated accounts and community organizations. Identify new engagement opportunities and gather feedback on employee needs and trends. Represent the organization at Boeing aligned community events and sponsorship activations. Prepare and send monthly internal communications content to Boeing partners, including tabling schedules and financial education themes. Other duties as assigned. Qualifications  This description has been reviewed to ensure that only essential functions and basic duties have been included.  Peripheral tasks, only incidentally related to each position, have been excluded.  Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.  In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive.  Additional functions and requirements may be assigned by supervisors as deemed appropriate.      In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.  However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.    The Credit Union believes that each employee makes a significant contribution to our success.  That contribution should not be limited by the assigned responsibilities.  Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent.  It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.     Job descriptions are not intended as and do not create employment contracts.  The organization maintains its status as an at-will employer.  Employees can be terminated for any reason not prohibited by law. 

MERITRUST CREDIT UNION

Our story starts with YOU! Whether you are a member from our roots in aviation and beyond, a business owner with a BOLD mindset, a Meritrust team member, or a prospective employee dedicated to the communities we serve, YOU are at the heart of everything we do. With nearly $2 billion in assets, Meritrust Credit Union is a Kansas-based, member-owned organization founded in 1935, offering products, services and tools to help members achieve their financial goals with confidence. We are committed to providing exceptional service and fostering innovation through trusted strategic partnerships and advanced technology. Our Mission is to improve the lives of our members and the communities we serve – and we do this by investing in the places and people that matter most – like you. For more information visit https://www.meritrustcu.org Your comments, feedback and suggestions are welcome. Find out more about engaging with Meritrust on social media: https://news.meritrustcu.org/meritrust-engagement-guidelines/
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