Business Development Partner

About the job

Join Us in Making an Impact ✨

At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it!

Who You Are 🧩

You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together.

What You’ll Do 🚀

📍This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027

The Business Development Partner is responsible for generating and developing new business, employer, community, and membership acquisition. This role serves as a connector between OneAZ Credit Union and Arizona employers, businesses, community organizations, and strategic partners, creating a consistent pipeline of opportunities that contributes to membership, deposit, loan, and relationship growth.

Working closely with Retail, Commercial Lending, Community Impact & Partnerships, the OneAZ Community Foundation, Marketing, and regional leadership, the Business Development Partner will identify prospects, build relationships, generate referrals, support Select Employer Group (SEG) and Workplace Banking opportunities, and ensure qualified opportunities move through the pipeline to measurable results.

Essential Functions

Business Development, Prospecting, & Pipeline Management

• Proactively identify and prioritize new business development opportunities, including target employer groups, emerging businesses, high-volume organizations, and member acquisition opportunities.

• Build and manage a pipeline of prospective members, employers, businesses, and organizations, ensuring qualified opportunities receive timely follow-up and progress through the business development process.

• Conduct strategic outreach to HR departments, business owners, key decision-makers, community leaders, and centers of influence through networking, referrals, meetings, on-site visits, events, and new social and business settings.

• Maintain a documented pipeline within internal reporting platforms, tracking lead status, outreach activity, opportunities, conversions, and ROI to inform market-level planning and business development strategy.

• Represent OneAZ with a high level of professionalism, build rapport quickly across diverse audiences, and convert relationships into qualified opportunities.

• Partner with internal teams to provide a white-glove member experience from referral through onboarding.

Select Employer Group (SEG) Development

• Identify and pursue potential SEG relationships within the assigned region.

• Build relationships with employers and organizational leaders to introduce OneAZ's financial products, services, financial education, and Workplace Banking capabilities.

• Partner with Retail teams to support employee engagement and membership acquisition.

• Identify opportunities for direct deposit, lending, deposits, financial education, and other product relationships.

• Assist with SEG onboarding and ongoing relationship management.

• Track SEG activity and results within our pipeline and reporting process.

Workplace Banking Teamwork

• Identify employers that may benefit from a OneAZ Workplace Banking relationship and help develop strategies to engage and deepen those relationships.

• Coordinate with appropriate internal partners to develop employer-specific engagement strategies and ensure effective representation.

• Support onsite and virtual employee financial education and engagement opportunities as needed.

• Generate employee membership, product, and direct deposit opportunities through Workplace Banking activities.

• Track participation, referrals, new memberships, direct deposit opportunities, and other measurable outcomes to evaluate program effectiveness.

Small Business & Commercial Opportunities

• Identify Arizona-based businesses with lending, deposit, treasury, or other financial needs, including new businesses entering or expanding within the market.

• Develop relationships with business owners and key decision-makers through chambers, economic development organizations, industry groups, and other business networking activities.

• Partner with Commercial Lending and Business Banking teams to refer qualified opportunities and support relationship development.

• Maintain an active referral pipeline and monitor local business activity to identify opportunities for business and commercial growth.

Community-Embedded Growth

• Leverage OneAZ’s community presence and existing relationships to identify qualified business, employer, and membership opportunities.

• Partner with Community Impact & Partnerships and the OneAZ Community Foundation to identify and develop strategic opportunities with community organizations, nonprofits, schools, employers, and businesses.

• Attend community events, initiatives, chamber gatherings, referral networks, and employer-facing opportunities with a focus on relationship development, lead generation, and measurable business outcomes.

• Support financial education and community initiatives that strengthen relationships and create opportunities for deeper engagement with OneAZ.

• Follow up on community-generated leads and referrals and track conversion outcomes to demonstrate ROI for events to recommend continuation, expansion, or sunset of recurring events based on documented conversion outcomes.

Retail & Regional Integration

• Work closely with Branch Managers, Regional Leads, Market Presidents, and Retail associates to identify opportunities.

• Establish a consistent referral process between business development and retail.

• Provide branches with qualified leads and relationship opportunities.

• Participate in regional sales and growth meetings.

• Collaborate with Marketing on targeted outreach and market-specific initiatives.

• Help identify opportunities to increase Primary Financial Institution (PFI) relationships.

Prospect & Pipeline Management

• Maintain accurate and timely information in the designated business development tracking systems.

• Document prospects, contacts, activities, opportunities, next steps, and outcomes.

• Maintain an active pipeline and establish clear next actions for each qualified opportunity.

• Track referrals through conversion.

• Provide regular updates on membership, loans, deposits to leadership.

• Utilize Sigma and other reporting tools to monitor results and identify opportunities.

• The Business Development Partner will be measured on both activity and outcomes, including:

Pipeline Development

• Qualified prospects added to pipeline

• Outreach and relationship-building activity

• Pipeline value

• Pipeline conversion rate

• Referral volume and conversion

Membership Growth

• New members generated through business development

• Event/community-to-member conversion

• Employee membership acquisition

• Direct deposit and loan opportunities

• PFI growth

SEG & Workplace Banking

• New SEG relationships

• Workplace Banking opportunities

• New Workplace Banking partners

• Associate engagement

• Product adoption and relationship depth

Business Growth

• Qualified commercial/business referrals

• Commercial loan opportunities

• Business deposit opportunities

• Loans and products per member

• Cross-sell opportunities

• Community Growth

• Qualified leads generated through community relationships

• Strategic partnership opportunities

• Community referrals

• Conversion of community relationships into financial relationships

Travel

Must be willing to travel up to 5-8 hours a week across the state of Arizona.

What You Bring 🎯

• High School Diploma Required

• Bachelor's Degree in Business administration, Marketing, or a related field Required

• Masters Degree Preferred

• 3-5 years similar or related experience in Business Development and/or Community Relationship Development required

• Proven experience in business development or a related role.

• Strong relationship-building, networking, and business development skills with the ability to develop and maintain external partnerships.

• Strong verbal, written, negotiation, and presentation skills.

• Strong organizational and follow-up skills with the ability to manage multiple opportunities and maintain an active pipeline.

• Proficiency with Microsoft Office and business tracking systems.

• Strong interpersonal skills with the ability to handle sensitive and confidential information with discretion and sound judgment.

• Ability to analyze data and develop actionable insights.

• Entrepreneurial, self-motivated, and results-driven mindset.

Compensation & Benefits 🎉

• Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time

• Low-cost Medical, Dental & Vision plans

• Paid childcare assistance

• Award-winning 401K

• Gym fee reimbursement

• Tuition Reimbursement

• Student loan repayment

• ...and much more. Explore all the details in our comprehensive Benefits Booklet

• Target hiring range: $84,149.19 - $105,186.49 (Depending on experience and prior to any incentives this position is eligible for)

Why Join OneAZ?

At OneAZ, we’re not just a credit union; we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers.

We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible.

Additional Notes:

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.