Sr. Partnership Development Officer

General Summary

Promotes the Credit Union’s value proposition to large, complex Select Employer Groups (SEGs) and partner organizations through mature relationship management and high-impact execution. Maximizes results from established portfolios of larger companies and complex organizations while continuing acquisition of large companies.

Position Duties & Functions

• Manages an established portfolio primarily consisting of larger companies of ~5,000+ employees and complex organizational environments.
• Accountable for the highest portfolio impact expectations, including 1,000+ new memberships annually and +$8 million in deposit growth driven by sustained penetration and engagement within large partner populations.
• Ownership of membership, deposit, and loan portfolio performance to drive ROI for the Credit Union.
• Develops and executes partner engagement plans across multiple stakeholder groups, sites, or business units; ensures consistent execution through clear planning, material readiness, and branch coordination.
• Builds and manages an active pipeline of complex, large companies, cultivating relationships from prospect to partner.
• Cultivates relationships within complex organizations, establishing multi-layer contacts, and navigating organizational dynamics; develops executive-level relationships and facilitates cultivation with Credit Union senior leaders to drive results.
• Actively networks with external executives and leaders, and partners to drive new opportunities for growth.
• Continues selective acquisition of large, complex organizations, prioritizing opportunities with high impact and clear pathways to growth.
• Serves as an escalation point for complex relationship needs and partner challenges; supports resolution through research, internal coordination, and follow-through while protecting Credit Union objectives.
• Provides practical recommendations for targeted product or service enhancements based on large-company needs and uniqueness (without owning product/project delivery); communicates partner feedback to appropriate internal teams.
• Prepares routine portfolio updates and performance reporting; monitors trends, engagement levels, and relationship health to refine execution plans and sustain results.
• Serves as a subject matter expert in NCUA regulatory requirements and processes for SEGs. May lead the approval and submission of new SEGs in compliance with NCUA and mentor others to build knowledge.
• Represents the Credit Union at SEG events, conferences, and social and business gatherings to expand reach and strengthen executive presence within the market.

Position Requirements

• Experienced in sales, business development, and relationship management with a focus on complex and/or large corporate relationships.
• Experience managing portfolios of larger companies and complex organizational environments.
• Ability to build and maintain relationships with executive-level contacts within complex organizations.
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
• Excellent customer service skills; organized follow-up and time management.
• Knowledge of NCUA regulatory requirements and processes for SEGs.
• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
• Initiative and self-direction.
• Sound problem-solving and decision-making ability, including the ability to prioritize.
• Ability to understand and align with the Credit Union's core competencies through daily projects and tasks: Growth Mindset, Diversity & Inclusion, Communication, Change Ready, Leadership, Responsibility, Problem Solving, Tech & Data Savvy, CU Business Acumen.

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.