Chevron Federal Credit Union · 1 week ago
Regional Partnership Manager
Houston, TX
Full-time
Onsite
Mid, Senior Level
$74K/yr - $102K/yr
5+ years expChevron Federal Credit Union is one of the top-run credit unions in the country, known for its corporate culture that values work-life balance and diversity. The Regional Partnership Manager will promote the Credit Union’s value proposition to potential Select Employer Groups and maintain relationships to ensure member retention and meet financial goals.
BankingFinancial ServicesLending
Responsibilities
Researches, identifies, and pursues new SEGs (150+ employees) for addition to the field of membership (FOM), focusing on employee groups where we can add value
Conducts cold calls to target and secure meetings and proposals for new opportunities
Identifies key SEGs within the FOM and schedules activities to generate memberships and product usage
Maintains frequent contact with targeted member base to expand member relationships, ensure member retention, and meet financial goals and objectives
Coordinates with retail branch locations for planned SEG visits and prospecting efforts
Maintains relationships by ensuring the Credit Union’s SEGs and business partners have appropriate marketing materials, campaign information, and financial information to promote the Credit Union to their employees
Identifies opportunities to increase senior-level involvement in business development activities
Represents the Credit Union during community projects and at public, social, and business gatherings. Maintains an ongoing networking schedule to expand reach
Other duties as assigned
Qualification
Required
5 - 10 years' related business development experience required
Bachelor's degree or higher
Equivalent combination of education and experience may substitute for stated qualifications
California driver's license and a clean driving record required
Persuasive and effective sales skills
Demonstrated success in establishing new relationships with businesses, initiative to achieve goals, and a high energy level
Successful track record in developing new business relationships
Ability to assess business and customer needs and implement successful solutions using creativity, innovation, and judgement
Ability to write and speak effectively in English using correct spelling and grammar
Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key
Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel
Moderate keyboard skills at 40 wpm
Excellent customer service skills
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
Benefits
Bonus/incentives for all regular employees
401(k) with 8% company contribution
Medical, dental, and vision insurance for employees and dependents paid at 80%
PTO and paid sabbaticals
Tuition reimbursement
Company
Chevron Federal Credit Union
Chevron Federal Credit Union is a financial institution that offers quality products and services to help members achieve financial success.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Becky Bennett
Regional Partnerships Manager - Southeastern USA
Crystal Bergeron
Regional Partnerships Manager
Recent News
Seattle TechFlash
2025-04-22
2025-03-28
EIN Presswire
2025-03-27
Company data provided by crunchbase