Regional Partnership Manager

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us.

As you might imagine, we provide competitive pay and great benefits, including:

• Bonus/incentives for all regular employees
• 401(k) with 8% company contribution
• Medical, dental, and vision insurance for employees and dependents paid at 80%
• PTO and paid sabbaticals
• Tuition reimbursement

GENERAL SUMMARY

Promotes the Credit Union’s value proposition to potential Select Employer Groups (SEGs), both in person and utilizing technology. Provides information on the Credit Union’s products and services.

POSITION DUTIES & FUNCTIONS

• Researches, identifies, and pursues new SEGs (150+ employees) for addition to the field of membership (FOM), focusing on employee groups where we can add value.
• Conducts cold calls to target and secure meetings and proposals for new opportunities.
• Identifies key SEGs within the FOM and schedules activities to generate memberships and product usage.
• Maintains frequent contact with targeted member base to expand member relationships, ensure member retention, and meet financial goals and objectives.
• Coordinates with retail branch locations for planned SEG visits and prospecting efforts.
• Maintains relationships by ensuring the Credit Union’s SEGs and business partners have appropriate marketing materials, campaign information, and financial information to promote the Credit Union to their employees.
• Identifies opportunities to increase senior-level involvement in business development activities.
• Represents the Credit Union during community projects and at public, social, and business gatherings. Maintains an ongoing networking schedule to expand reach.
• Other duties as assigned.

POSITION REQUIREMENTS

EXPERIENCE and EDUCATION

• 5 - 10 years’ related business development experience required.
• Bachelor’s degree or higher.
• Equivalent combination of education and experience may substitute for stated qualifications.
• California driver’s license and a clean driving record required.

KNOWLEDGE and SKILLS

• Persuasive and effective sales skills.
• Demonstrated success in establishing new relationships with businesses, initiative to achieve goals, and a high energy level.
• Successful track record in developing new business relationships.
• Ability to assess business and customer needs and implement successful solutions using creativity, innovation, and judgement.
• Ability to write and speak effectively in English using correct spelling and grammar.
• Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key.
• Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Moderate keyboard skills at 40 wpm.
• Excellent customer service skills.

COMPETENCIES

• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
• Initiative and self-direction.
• Ability to effectively communicate and collaborate with people at all levels.
• Sound problem-solving and decision-making ability, including the ability to prioritize.
• Ability to understand and align with core competencies through daily projects and tasks.

Growth Mindset

Diversity & Inclusion

Communication

Change Ready Leadership

Responsibility

Problem Solving

Tech & Data Savvy

CU Business Acumen

PHYSICAL DEMANDS

• Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required.
• May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.
• Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression,…