Partnership Account Manager

American Heritage Credit Union•Philadelphia, PA

5d•Hybrid

About The Position

American Heritage Credit Union, a $5+ billion credit union, has an excellent opportunity available for a Partnership Account Manager! This position will assist in the implementation of the overall business development plan for the credit union and perform a variety of duties related to the business development function within the credit union including community outreach, financial wellness, and our Kids-N-Hope Foundation.

Requirements

One year to three years of business development and/or sales experience.
Equivalent to a college degree (BS or BA in a relevant field).
Must be available to work weekend hours and Credit Union events as needed.
Strong knowledge of business development/relationship management practices and credit union products and services.
Strong initiative, competitive drive, and ability to handle multiple tasks in a timely manner and stay focused on results in a fast-paced environment.
Proven ability to be innovative and creative in generating ideas.
Proficiency in CRM software.
Intermediate knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint).
Ability to travel to various locations and work weekend hours (when needed).

Responsibilities

Manage a diverse portfolio of 100+ workplace partners, 12K+ members, $50M-$149M deposits and $50M-$99M in loans, serving as the primary point of contact for overall account management, retention, and growth.
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.
Increase membership, penetration, and monthly revenue by achieving and/or exceeding sales performance metrics in assigned workplaces.
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.
Execute marketing tactics that promote credit union membership at workplace partner meetings, new employee orientations, open enrollments, benefit fairs, staff events, etc.
Proactively communicate with workplace partners though various channels including virtual and in-person meetings, events, presentations, emails, and phone calls.
Use the "consultative" sales approach to cross-sell referral opportunities based on members' evolving needs to increase member lifetime value and reduce member turnover.
Develop a prospect pipeline for potential workplace partners with 100-300 employees in assigned territory.
Provide timely and accurate sales forecasts, opportunities, pipeline updates, and reports to management, tracking progress against targets.
Facilitate regular meetings and check-ins with workplace partners to review progress, share insights, and review alignment on goals.
Develop and maintain a deep understanding of our product and service offerings, ensuring workplace partners are well-informed about their value.
Utilize customer relationship management (CRM) system to document workplace partner interactions, track sales activities, and manage sales performance metrics efficiently.
Analyze CRM reports for workplace partner penetration, revenue, and product positioning and identify new areas of growth.