PARTNERSHIP ACCOUNT MANAGER

At 7 17 Credit Union, we believe in helping people improve their lives financially while strengthening the communities we serve. We're looking for a driven, relationship-focused professional to join our team as a Partnership Account Manager.

This role is responsible for cultivating, growing, and maintaining relationships with workplace and business partners to increase membership, deposits, loans, and overall engagement with 7 17 Credit Union. If you thrive on building connections, developing strategic partnerships, and achieving measurable results, we'd love to hear from you.

• Manage a portfolio of 100+ workplace partners, serving as the primary point of contact for relationship management, retention, and growth.

• Build and maintain strong relationships with workplace partner contacts to ensure exceptional service and ongoing engagement.

• Conduct regular meetings and business reviews to evaluate partnership success and identify growth opportunities.

• Develop strategic marketing and promotional plans with workplace partners to increase awareness and participation in Credit Union programs and services.

• Achieve and exceed membership growth, product penetration, and revenue goals within assigned workplace partner accounts.

• Utilize a consultative sales approach to identify member needs and generate referrals for Credit Union products and services.

• Develop and maintain a pipeline of prospective workplace partners with 50+ employees within assigned territories.

• Leverage networking opportunities, community involvement, charity events, and corporate functions to identify and secure new partnerships.

• Represent 7 17 Credit Union at benefit fairs, open enrollments, employee orientations, workplace meetings, community events, and other partner activities.

• Deliver engaging presentations and educational sessions that showcase the value of Credit Union membership.

• Communicate proactively with partners through in-person meetings, virtual meetings, phone calls, and email.

• Maintain accurate records of partner interactions, opportunities, and sales activities using CRM software.

• Provide timely sales forecasts, pipeline updates, and performance reports.

• Analyze membership, loan, deposit, and revenue trends to identify opportunities for increased penetration and growth.

At 7 17 Credit Union, you'll join a mission-driven organization dedicated to helping people improve their lives financially while supporting the communities we serve.

We offer:

• Competitive compensation

• Comprehensive medical, dental, and vision benefits

• 401(k) with employer match

• Profit-sharing opportunities

• Generous paid time off and holidays

• Professional development and growth opportunities

• A collaborative and supportive team environment

If you're passionate about relationship building, business development, community engagement, and helping people achieve financial success, we'd love to hear from you.

• Bachelor's degree in Business, Marketing, Communications, or a related field preferred.

• Equivalent combinations of education, experience, and training will be considered in lieu of a degree.

• Minimum of five (5) years of experience in business development, relationship management, account management, sales, financial services, or a related field.

• Strong understanding of relationship management and business development best practices.

• Knowledge of financial institution or credit union products and services preferred.

• Experience using CRM software to manage relationships, sales activities, and reporting.

• Intermediate proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.

• Ability to analyze data, identify trends, and make recommendations based on findings.

We're looking for someone who:

• Is highly motivated, results-oriented, and self-directed.

• Demonstrates creativity and innovation in generating ideas and solving problems.

• Has a competitive drive and a passion for achieving goals.

• Can effectively manage multiple priorities in a fast-paced environment.

• Possesses exceptional communication, networking, and presentation skills.

• Builds trust and credibility with business partners, members, and colleagues.

• Is organized, detail-oriented, and able to follow through on commitments.

• Team-oriented mindset

• Commitment to exceptional service

• Active listening and strong comprehension skills

• Patience, enthusiasm, and professionalism

• Initiative and resourcefulness

• Strong attention to detail

• Confidence and sound judgment

• Professional demeanor and appearance

• Ability to interact effectively with members, partners, employees, and leadership

• Relationship building

• Business development

• Problem solving and decision making

• Time management and prioritization

• Organization and project management

• Presentation and public speaking

• Interpersonal communication

• Multi-tasking in a dynamic environment

• Must be available to work occasional evenings, weekends, and Credit Union-sponsored events as needed.

• Must be able to travel throughout the Credit Union's service area to meet with workplace partners and attend events.

• Valid driver's license and reliable transportation required.