Partnership Account Manager

Build Relationships. Drive Growth. Make an Impact.

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.

What You'll Do

Relationship Management & Growth

• 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.

Business Development & Sales

• 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.

Community & Partner Engagement

• 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.

Reporting & Analysis

• 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.

Why Join 7 17 Credit Union?

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

Apply Today

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

Qualifications

Education

• 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.

Experience

• 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.

Technical Skills

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

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

What Makes You Successful

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.

Professional Skills & Competencies

Customer Service Excellence

• Team-oriented mindset

• Commitment to exceptional service

• Active listening and strong comprehension skills

• Patience, enthusiasm, and professionalism

• Initiative and resourcefulness

• Strong attention to detail

Professionalism

• Confidence and sound judgment

• Professional demeanor and appearance

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

Core Skills

• 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

Additional Requirements

• 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.