Partnership Development Specialist

General Summary

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.

Position Duties & Functions

• 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.
• Covers coordination with branch teams to schedule SEG visits, onsite enrollment opportunities, orientations, and promotional activities.
• Spend 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.
• Performs other duties as assigned.

Experience and Education

• 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.

Knowledge and Skills

• 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.

Competencies

• 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, Change Ready, Leadership, Responsibility, Problem Solving, Tech & Data Savvy, CU Business Acumen.

Physical Demands

• 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 present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

Salary and Benefits

• Salary is based on qualifications and geographical location (Zone).
• Benefit information can be located on our Careers page here: https://www.chevronfcu.org/about-us/careers.
• This position is eligible to participate in the Corporate Incentive Plan.
• Annual incentive opportunity ranges from 0–8% of incentive eligible earnings, based on a combination of institutional performance (0–2%) and individual performance (0–6%).
• Incentive payments are discretionary and subject to approval.