Specialized Roles:
Partnership Account Manager
Job in
Toledo, Lucas County, Ohio, 43405, USA
Listing for:
7 17 Credit Union
Per diem
position
Listed on 2026-11-08
Job specializations:
-
Sales
Client Relationship Management, Business Development, B2B Sales, Account Manager
Job Description & How to Apply Below
Canton, OH 44718;
Akron, OH 44311;
Kent, OH 44240;
Ravenna, OH 44266;
Stow, OH 44224## Description 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 Do### Build & 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…
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