Partnership Account Manager

Position: 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.

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 opportunitiesA 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…