About this role
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 communities.
In this role, youll 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. Youll 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 Youll 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 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 sales role — you'll be a visible representative of 7 17 and a strategic partner to the businesses and organizations we serve.
If you're a relationship-driven professional who enjoys business development, community involvement, and creating opportunities for growth, we'd love to hear from you!
Apply today and join the 7 17 Credit Union team.
Qualifications
What Were Looking For
Required:
- High school diploma or equivalent.
- At least 5 years of related experience and/or training, or an equivalent combination of education, experience, and training.
- Experience in business development, sales, relationship management, account management, or a related field.
- Strong relationship-building and communication skills.
- Ability to manage multiple relationships, priorities, and projects in a fast-paced environment.
- Strong initiative and a competitive, results-oriented mindset.
- Creativity and the ability to develop innovative ideas and solutions.
- Proficiency with CRM software.
- Intermediate knowledge of Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
- Ability to travel regionally.
- Availability to work occasional weekends and attend Credit Union and community events as needed.
Preferred:
- Bachelor's degree in business or a related field.
Equivalent combinations of education, experience, and training may be considered in lieu of a bachelor's degree.
The Ideal Candidate
You may be a great fit for this position if you are someone who:
- Naturally builds relationships and enjoys meeting new people.
- Is comfortable representing an organization in front of businesses, employees, and community groups.
- Can confidently lead presentations and conversations.
- Enjoys both relationship management and business development.
- Is motivated by goals and measurable results.
- Thinks creatively and looks for new ways to generate business.
- Is organized and able to manage a large portfolio of relationships without losing sight of the details.
- Is comfortable working independently while collaborating with a team.
- Enjoys being active in the community and building connections beyond the office.
- Brings professionalism, enthusiasm, initiative, and a genuine customer-service mindset.