Sr. Partnership Development Officer

Chevron Federal Credit Union•Houston, TX

8d•$93,442 - $128,482

About The Position

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. The person in this role manages multi-layer relationships, including executive-level engagement, and partners with Credit Union senior leaders to cultivate strategic relationships and drive sustained outcomes.

Requirements

8+ years of sales experience required.
5+ years of related B2B, business development, and business relationship management experience required, including demonstrated success with complex and/or large corporate relationships.
Bachelor’s degree or equivalent combination of education and experience.
Demonstrated ability to build relationships, conduct outreach, and execute sales and marketing activities.
Persuasive, effective communication skills; ability to present products and services clearly in person and via digital channels.
Ability to plan and execute onsite events and member acquisition activities.
Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
Excellent customer service skills; organized follow-up and time management.
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.

Responsibilities

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.
Provides non-supervisory coaching and knowledge-sharing to other partnership managers through best practices and support for complex partner scenarios.
Represents the Credit Union at SEG events, conferences, and social and business gatherings to expand reach and strengthen executive presence within the market.
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.
Other duties as assigned.