Partnership Development Specialist

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

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