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

Leads business development and membership growth to achieve the Credit Union’s growth targets. Operates as both a player and a coach, this leader and their team drives B2B activity on acquiring, deepening, and cultivating relationships with Select Employer Groups (SEGs) and corporate relationships. Builds trusted executive-level relationships and deploying on the Credit Union growth strategies.

Position Duties & Functions

Business Development & Growth Strategy

• Contribute to and execute strategies to enroll, activate, and grow Select Employer Groups (SEGs) and corporate sponsors, directly sourcing opportunities and engaging C-suite decision-makers.
• Own overall sales and membership growth targets, including new member acquisition, deposits, and loans.

Strategic Relationship Management

• Build and maintain trusted advisor relationships with sponsors, SEGs, and key stakeholders, balancing sponsor-employee needs with Credit Union objectives.
• Oversee the full lifecycle of SEG and sponsor relationships, ensuring retention, measurable value delivery, long-term engagement, and financial performance.

Player-Coach Leadership

• Actively contribute to business development efforts with a book of business while mentoring and guiding the team to achieve SEG and membership growth goals.
• Oversee hiring, performance management, coaching, incentive programs, and ongoing professional development to drive accountability and results.

Cross-Functional Execution & Performance Management

• Partner with Marketing, Branch, Lending, and Member Services teams to develop and execute targeted SEG activation, prospecting, and deepening programs.
• Establish clear performance metrics, track and report results, ensure accountability for growth outcomes, and continuously refine strategies to optimize impact.

Other duties as assigned

POSITION REQUIREMENTS

EXPERIENCE and EDUCATION

• 8 to 10 years’ related experience required, including significant proactive outbound sales and business development experience in B2B.
• 5+ years’ experience managing a sales or business development function.
• Bachelor’s degree.
• Equivalent combination of education and experience may substitute for stated qualifications.

KNOWLEDGE and SKILLS

• Strong communication and presentation skills, both verbal and written.
• Ability to proficiently read and interpret information on systems and documents.
• 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 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

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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

Pay Range: $109,361.28 - $150,371.76

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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