Partnership Development Specialist

Job Category
:
Marketing & Business Development

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

Promotes the Credit Union’s value proposition to Select Employer Groups (SEGs) through in‑person engagement and virtual outreach. Builds an emerging partnership portfolio by researching, identifying, and pursuing new opportunities while delivering foundational portfolio management activities. Balances B2B relationship development with direct B2C/member acquisition activities as needed.

• Researches, identifies, and pursues new SEGs and partner organizations for addition to and growth within the field of membership (FOM), including cultivating and acquiring larger companies as part of portfolio development.
• Conducts outbound outreach (calls, emails, and networking) to secure meetings, introduce the Credit Union’s products and services, and present partnership proposals. Builds and manages an active pipeline of prospective companies.
• Manages an emerging book of business, generally aligned with companies up to ~2,000 employees, ensuring consistent contact cadence and follow‑through.
• Contributes to annual growth expectations of approximately 400–600 new memberships and +$3 million in deposit growth through planned outreach, onsite activity, and partner/member engagement.
• Coordinates with branch teams to schedule SEG visits, onsite enrollment opportunities, orientations, and promotional activities.
• Spends up to 25% of time (or as needed) directly participating in B2C/member‑facing events and onsite activations to drive membership acquisition while building B2B capability.
• Tracks activity, pipeline, and outcomes; maintains accurate documentation in the designated systems/CRM; provides updates on progress, challenges, and next steps.
• Represents the Credit Union at SEG social and business gatherings to expand relationships and support membership growth.
• Gains commitment from companies and executes a formal partnership agreement, in compliance with NCUA requirements.
• Other duties as assigned.

• 5+ years of related sales experience required. B2B, business development, and business relationship management experience are highly preferred.
• Bachelor’s degree or equivalent combination of education and experience.

• Demonstrated ability to build relationships, conduct outreach, and execute sales and marketing activities.
• Persuasive, effective communication skills; ability to present products and services clearly in person and via digital channels.
• Ability to plan and execute onsite events and member acquisition activities.
• Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
• Excellent customer service skills; organized follow‑up and time management.

• 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 our core competencies through daily projects and tasks:

Growth Mindset

Diversity & Inclusion

Communication

Responsibility

Problem Solving

Tech & Data Savvy

CU Business Acumen

• 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…