Partnership Account Manager

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.

• 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.

• 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

• 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.

• 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…