Partnership Account Manager

Description

Mission: We help people improve their lives financially and support the communities we serve.

Job Summary:  Cultivate and grow relationships to benefit 7 17 Credit Union. Reestablish, develop, and maintain relationships with workplace partners and business partners to grow membership, loans, and deposits.

All job positions at 7 17 Credit Union may be assigned further duties with or without notice, verbally or in writing.  Essential duties and responsibilities include the following. 

Primary Duties:

Manage a diverse portfolio of 100 workplace partners, serving as the primary point of contact for overall account management, retention, and growth

1. Manage and nurture relationships with a diverse range of workplace partners' points of contact ensuring their needs are met and provide ongoing support to foster loyalty and growth
2. Increase membership, penetration, and monthly revenue by achieving and/or exceeding sales performance metrics in assigned workplaces
3. Collaborate with workplace partner points of contact to develop strategic marketing plans and promotional activities to enhance partnerships, drive new membership, and increase our brand visibility
4. Execute marketing tactics that promote credit union membership at workplace partner meetings, new employee orientations, open enrollments, benefit fairs, staff events, etc.
5. Proactively communicate with workplace partners though various channels including virtual and in-person meetings, events, presentations, emails, and phone calls
6. Use the "consultative" sales approach to cross-sell referral opportunities based on members' evolving needs to increase member lifetime value and reduce member turnover
7. Develop a prospect pipeline for potential workplace partners with 50 employees in assigned territory
8. Utilize networking, charity, and corporate events for prospecting and relationship management
9. Provide timely and accurate sales forecasts, opportunities, pipeline updates, and reports to management, tracking progress against targets
10. Facilitate regular meetings and check-ins with workplace partners to review progress, share insights, and review alignment on goals
11. Develop and maintain a deep understanding of our product and service offerings, ensuring workplace partners are well-informed about their value
12. Document workplace partner interactions, track sales activities, and manage sales performance metrics efficiently
13. Analyze reports for workplace partner penetration, revenue, and product positioning and identify new areas of growth.

Confidentiality Requirements:  Must keep employee information, member transactions and all other Credit Union business in strictest confidence.

Travel Demands:  Must be able to travel regionally.

Qualifications

Prerequisite Education:

          1. High school diploma or equivalent

          2.  Bachelor’s degree in business or related field preferred

          3.  Other: In lieu of Bachelor's degree, equivalent combination of education, experience, and training.

Prerequisite Experience:

1. At least five years related experience and/or training; or equivalent combination of education, experience, and training.
2. Strong knowledge of business development/relationship management practices and credit union products and services.
3. Proficiency in CRM software.
4. Intermediate knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint).

Other Prerequisite Requirements of the position:

1. Must be available to work weekend hours and Credit Union events as needed.
2. Proven ability to be innovative and creative in generating ideas.
3. Strong initiative, competitive drive, and ability to handle multiple tasks in a timely manner and stay focused on results in a fast-paced environment

Required knowledge, skills and abilities once in the job:

             1.  Customer service attitude and skills to include:

             2.  Team player attitude, commitment, patience, enthusiasm, creativity, listening, comprehension, initiative,                           cooperation, attention to detail, resourcefulness.

3.  Professionalism to include:

Confidence, good judgment, appropriate demeanor and appearance, ability to interact with employees and members.

              4.  Skills to include:

Problem solving, decision making, time management, interpersonal communications, setting priorities, presentation and organization. Detail-oriented with the ability to multitask with several projects at once.

Certifications, licenses required once in the job:  N/A

Physical, Mental or Visual Demands:  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to: stand  walk  sit   use hands to finger, handle, or feel objects, tools, or controls  reach with hands and arms  climb or balance  stoop, kneel, crouch, or crawl  talk or hear  taste or smell.

This job regularly requires the employee to lift 1 to 20 pounds 1 time per day.

Specific vision abilities required by this job include close vision  distance vision  color vision  peripheral vision  depth perception  the ability to adjust and focus.