Partnership Development Specialist

Chevron Federal Credit Union; Covington (LA); On-site; USD 64,000 - 88,000; Full time

Benefits offered by this job

Bonus incentives for all regular staff

401(k) with 8% company contribution

Medical, dental, and vision insurance

Job summary

Chevron Federal Credit Union is seeking a seasoned sales professional to expand SEG partnerships and drive member growth. You will balance B2B portfolio development with direct B2C outreach, nurturing relationships across multiple levels and industries.

Responsibilities include identifying new SEGs, leading outbound outreach, and coordinating with branch teams for on-site enrollment activities. A Bachelor's degree and 5+ years of related sales experience are required.

Qualifications

• 5+ years of related sales experience; B2B experience preferred.
• Bachelor’s degree or equivalent combination of education and experience.

Responsibilities

• Researches, identifies, and pursues new SEGs and partner organizations for portfolio growth, including larger companies.
• Conducts outbound outreach (calls, emails, networking) to secure meetings and present partnership proposals, building an active pipeline.
• Manages an emerging book of business, generally aligned with companies up to ~2,000 employees, with regular contact cadence.
• Contributes to annual growth expectations of 400–600 new memberships and +$3 million in deposit growth through outreach, onsite activity, and engagement.
• Coordinates with branch teams to schedule SEG visits, enrollment opportunities, orientations, and promotions.
• Spends up to 25% of time at B2C/member-facing events to drive membership acquisition while building B2B capability.
• Tracks activity and outcomes; maintains CRM documentation; provides progress updates.
• Represents the Credit Union at SEG gatherings to expand relationships and support membership growth.
• Gains commitment from companies and executes formal partnership agreements in line with NCUA requirements.
• Other duties as assigned.

Skills

Relationship building

Outreach & sales

Communication

Event planning

Microsoft Office

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Job description

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:

• 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

General Summary

Promotes the Credit Union’s value proposition to Select Employer Groups (SEGs) through in-person engagement and virtual outreach. Builds an emerging partnership portfolio by researching, identifying, and pursuing new opportunities while delivering foundational portfolio management activities. Balances B2B relationship development with direct B2C/member acquisition activities as needed.

Position Requirements

Position Duties & Functions

• Researches, identifies, and pursues new SEGs and partner organizations for addition to and growth within the field of membership (FOM), including cultivating and acquiring larger companies as part of portfolio development.
• Conducts outbound outreach (calls, emails, and networking) to secure meetings, introduce the Credit Union’s products and services, and present partnership proposals. Builds and manages an active pipeline of prospective companies.
• Manages an emerging book of business, generally aligned with companies up to ~2,000 employees, ensuring consistent contact cadence and follow-through.
• Contributes to annual growth expectations of approximately 400–600 new memberships and +$3 million in deposit growth through planned outreach, onsite activity, and partner/member engagement.
• Coordinates with branch teams to schedule SEG visits, onsite enrollment opportunities, orientations, and promotional activities.
• Spends up to 25% of time (or as needed) directly participating in B2C/member-facing events and onsite activations to drive membership acquisition while building B2B capability.
• Tracks activity, pipeline, and outcomes; maintains accurate documentation in the designated systems/CRM; provides updates on progress, challenges, and next steps.
• Represents the Credit Union at SEG social and business gatherings to expand relationships and support membership growth.
• Gains commitment from companies and executes a formal partnership agreement, in compliance with NCUA requirements.
• Other duties as assigned.

EXPERIENCE And EDUCATION

• 5+ years of related sales experience required. B2B, business development, and business relationship management experience are highly preferred.
• Bachelor’s degree or equivalent combination of education and experience.

KNOWLEDGE And SKILLS

• 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.

COMPETENCIES

• 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

Responsibility

Problem Solving

Tech & Data Savvy

CU Business Acumen

PHYSICAL DEMANDS

• Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required.
• May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.
• Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

Salary And Benefits

Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: https://www.chevronfcu.org/about-us/careers

Salary Range (TX - Zone 3):

$67,139.52 - $92,316.84

Salary Range (MS, LA - Zone 4):

$63,942.40 - $87,920.80

This position is eligible to participate in the Corporate Incentive Plan. Annual incentive opportunity ranges from 0–8% of incentive eligible earnings, based on a combination of institutional performance (0–2%) and individual performance (0–6%). Incentive payments are discretionary and subject to approval.

Equal Employment Opportunity Statement

Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 800-232-8101 for assistance.

CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click here. To submit a request, please refer to the Careers page for the CPRA Request Form.