PARTNERSHIP ACCOUNT MANAGER

Are you a relationship-builder who enjoys connecting with people, developing business partnerships, and creating opportunities for growth? 7 17 Credit Union is looking for a Partnership Account Manager to build and strengthen relationships with businesses and workplace partners throughout our communities.

In this role, you’ll serve as a trusted partner to a portfolio of 100+ workplace organizations while identifying new opportunities to grow membership, loans, deposits, and long-term relationships. You’ll have the opportunity to represent 7 17 at workplace events, community activities, networking opportunities, employee orientations, benefit fairs, and other events throughout the region.

This is a highly visible, relationship-driven role for someone who is energetic, creative, confident, and motivated by results.

• Manage a diverse portfolio of 100+ workplace partners, serving as the primary point of contact for relationship management, retention, and growth.
• Develop strong relationships with business and workplace contacts and serve as a trusted resource for their needs.
• Conduct regular meetings and check-ins with workplace partners to review progress, identify opportunities, and strengthen relationships.
• Reestablish and develop new relationships with workplace partners throughout your assigned territory.
• Build and maintain a pipeline of prospective workplace partners, particularly organizations with 50+ employees.

• Develop strategies to increase membership, workplace penetration, loans, deposits, and overall revenue.
• Use a consultative sales approach to identify opportunities and connect members with products and services that meet their evolving financial needs.
• Prospect through networking, community involvement, charitable events, corporate events, referrals, and other relationship-building opportunities.
• Identify new opportunities for growth by analyzing workplace partner penetration, revenue, product usage, and other performance data.
• Provide accurate sales forecasts, pipeline updates, opportunity reports, and other performance information to management.

• Collaborate with workplace partners to develop strategic marketing plans and promotional activities.
• Represent 7 17 Credit Union at:
  • Employee orientations
  • Benefit fairs
  • Open enrollment events
  • Workplace meetings
  • Staff events
  • Community events
  • Networking and corporate events
• Deliver presentations and promote the value of 7 17 Credit Union membership.
• Develop creative and innovative ideas to increase brand awareness, engagement, and membership growth.
• Communicate regularly with partners through in-person meetings, virtual meetings, phone calls, email, presentations, and events.

• Develop a strong understanding of 7 17 Credit Union's products and services and effectively communicate their value.
• Track workplace partner interactions, sales activities, opportunities, and performance metrics using CRM and other systems.
• Maintain accurate documentation and follow up consistently on relationship and business development opportunities.
• Collaborate with internal teams to provide an exceptional experience for workplace partners and members.

This is a regional, relationship-focused position requiring regular travel throughout the assigned territory. The role may include occasional evening and weekend hours for workplace, community, networking, and Credit Union events.

At 7 17, you'll have the opportunity to make a meaningful impact by helping individuals and businesses connect with financial solutions while building strong relationships throughout the communities we serve.

This is more than a traditional sales role — you'll be a visible representative of 7 17 and a strategic partner to the businesses and organizations we serve.

If you're a relationship-driven professional who enjoys business development, community involvement, and creating opportunities for growth, we'd love to hear from you!

Apply today and join the 7 17 Credit Union team.

Required:

• High school diploma or equivalent.
• At least 5 years of related experience and/or training, or an equivalent combination of education, experience, and training.
• Experience in business development, sales, relationship management, account management, or a related field.
• Strong relationship-building and communication skills.
• Ability to manage multiple relationships, priorities, and projects in a fast-paced environment.
• Strong initiative and a competitive, results-oriented mindset.
• Creativity and the ability to develop innovative ideas and solutions.
• Proficiency with CRM software.
• Intermediate knowledge of Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Ability to travel regionally.
• Availability to work occasional weekends and attend Credit Union and community events as needed.

Preferred:

• Bachelor's degree in business or a related field.

Equivalent combinations of education, experience, and training may be considered in lieu of a bachelor's degree.

You may be a great fit for this position if you are someone who:

• Naturally builds relationships and enjoys meeting new people.
• Is comfortable representing an organization in front of businesses, employees, and community groups.
• Can confidently lead presentations and conversations.
• Enjoys both relationship management and business development.
• Is motivated by goals and measurable results.
• Thinks creatively and looks for new ways to generate business.
• Is organized and able to manage a large portfolio of relationships without losing sight of the details.
• Is comfortable working independently while collaborating with a team.
• Enjoys being active in the community and building connections beyond the office.
• Brings professionalism, enthusiasm, initiative, and a genuine customer-service mindset.