Chevron Federal Credit Union
Regional Partnership Manager
Chevron Federal Credit Union, Houston, Texas, United States, 77246
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Regional Partnership Manager
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Chevron Federal Credit Union 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. Our corporate culture emphasizes work-life balance, mutual respect, diversity, and providing a voice for every employee. Benefits include: 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 General Summary
Promotes the Credit Union’s value proposition to potential Select Employer Groups (SEGs), both in person and utilizing technology. Provides information on the Credit Union’s products and services. Position Duties & Functions
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. Position Requirements
Experience and Education
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. Knowledge and Skills
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. 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 core competencies through daily projects and tasks. PHYSICAL DEMANDS Work involves extensive use of computers, up to eight hours per day. Vision, dexterity, and other physical abilities are required. 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 Zoom/Teams or other video technologies. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary and benefits: Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page. Salary Range (CA): $74,160.00 - $101,970.00. Salary Range (TX): $62,294.40 - $85,654.80. Equal Employment Opportunity Statement: Chevron Federal Credit Union is an equal opportunity employer. CFCU participates in E-Verify. If you require a reasonable accommodation to complete any part of the application process, you may contact us at 800-232-8101 for assistance. CPRA notice: review the CPRA Notice of Collection on the Careers page. Note: Seniority level, employment type, and job function sections have been consolidated and do not affect core responsibilities or qualifications.
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Regional Partnership Manager
role at
Chevron Federal Credit Union 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. Our corporate culture emphasizes work-life balance, mutual respect, diversity, and providing a voice for every employee. Benefits include: 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 General Summary
Promotes the Credit Union’s value proposition to potential Select Employer Groups (SEGs), both in person and utilizing technology. Provides information on the Credit Union’s products and services. Position Duties & Functions
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. Position Requirements
Experience and Education
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. Knowledge and Skills
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. 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 core competencies through daily projects and tasks. PHYSICAL DEMANDS Work involves extensive use of computers, up to eight hours per day. Vision, dexterity, and other physical abilities are required. 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 Zoom/Teams or other video technologies. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary and benefits: Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page. Salary Range (CA): $74,160.00 - $101,970.00. Salary Range (TX): $62,294.40 - $85,654.80. Equal Employment Opportunity Statement: Chevron Federal Credit Union is an equal opportunity employer. CFCU participates in E-Verify. If you require a reasonable accommodation to complete any part of the application process, you may contact us at 800-232-8101 for assistance. CPRA notice: review the CPRA Notice of Collection on the Careers page. Note: Seniority level, employment type, and job function sections have been consolidated and do not affect core responsibilities or qualifications.
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