Partnership Account Manager

Position: PARTNERSHIP ACCOUNT MANAGER
Are you a relationship-builder who enjoys connecting with people, developing business partnerships, and creating opportunities for growth? 7 17 Credit Union is looking for a Partnership Account Manager to build and strengthen relationships with businesses and workplace partners throughout our  this role, you’ll serve as a trusted partner to a portfolio of 100+ workplace organizations while identifying new opportunities to grow membership, loans, deposits, and long-term relationships.

You’ll have the opportunity to represent 7 17 at workplace events, community activities, networking opportunities, employee orientations, benefit fairs, and other events throughout the region.

This is a highly visible, relationship-driven role for someone who is energetic, creative, confident, and motivated by results.

What You’ll DoBuild & Grow Partnerships Manage a diverse portfolio of 100+ workplace partners, serving as the primary point of contact for relationship management, retention, and growth.

Develop strong relationships with business and workplace contacts and serve as a trusted resource for their needs.

Conduct regular meetings and check-ins with workplace partners to review progress, identify opportunities, and strengthen relationships.

Reestablish and develop new relationships with workplace partners throughout your assigned territory.

Build and maintain a pipeline of prospective workplace partners, particularly organizations with 50+ employees.

Drive Growth & Business Development Develop strategies to increase membership, workplace penetration, loans, deposits, and overall revenue.

Use a consultative sales approach to identify opportunities and connect members with products and services that meet their evolving financial needs.

Prospect through networking, community involvement, charitable events, corporate events, referrals, and other relationship-building opportunities.

Identify new opportunities for growth by analyzing workplace partner penetration, revenue, product usage, and other performance data.

Provide accurate sales forecasts, pipeline updates, opportunity reports, and other performance information to management.

Create Visibility & Engagement Collaborate with workplace partners to develop strategic marketing plans and promotional activities.

Represent 7 17 Credit Union at:

Employee orientations

Benefit fairs

Open enrollment events

Workplace meetings

Staff events

Community events

Networking and corporate events

Deliver presentations and promote the value of 7 17 Credit Union membership.

Develop creative and innovative ideas to increase brand awareness, engagement, and membership growth.

Communicate regularly with partners through in-person meetings, virtual meetings, phone calls, email, presentations, and events.

Support Our Members & Partners Develop a strong understanding of 7 17 Credit Union's products and services and effectively communicate their value.

Track workplace partner interactions, sales activities, opportunities, and performance metrics using CRM and other systems.

Maintain accurate documentation and follow up consistently on relationship and business development opportunities.

Collaborate with internal teams to provide an exceptional experience for workplace partners and members.

Travel & Schedule This is a regional, relationship-focused position requiring regular travel throughout the assigned territory. The role may include occasional evening and weekend hours for workplace, community, networking, and Credit Union events.

Why Join 7 17 Credit Union?

At 7 17, you'll have the opportunity to make a meaningful impact by helping individuals and businesses connect with financial solutions while building strong relationships throughout the communities we serve.

This is more than a traditional…