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
• Tuition reimbursement

GENERAL SUMMARY

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.

Position Duties & Functions

• 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.

POSITION REQUIREMENTS

EXPERIENCE and EDUCATION

• 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.

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

Change Ready Leadership

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.

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 here: https://www.chevronfcu.org/about-us/careers

Salary Range (TX): $93,441.60 - $128,482.20

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.

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