Sponsor Relationship Manager

Houston, TX
Full Time
Sales and Business Development
Experienced

Recruiting Firm Riderflex has been hired by our client, Chevron Federal Credit Union, to find their  Sponsor Relationship Manager (business development/relationship management). 

Company: Chevron Federal Credit Union
Industry: Banking
Title:  Sponsor Relationship Manager
Location: Houston, Texas (downtown).
 Hybrid Remote options for Mondays and Fridays.
Type: Full-time/W-2    
Compensation Range: $93k to $128k depending on experience         
Performance Bonus: Potential up to 8%   

Bonus/incentives for all full-time employees:

  • Paid sabbaticals
  • 401(k) with 8% company contribution
  • Medical, dental, and vision insurance for employees and dependents covered at 80%
  • Paid Time Off (PTO) starting at 18 days per year, with the potential to grow to 38 days per year
  • Fully paid short- and long-term disability insurance
  • Fully paid life/AD&D insurance in the amount of two times annual salary
  • Tuition reimbursement                                                                                                                                                      

GENERAL SUMMARY:

The Sponsor Relationship Manager (SRM) is the conduit between the core Sponsor group and the Credit Union leadership. The individual will commit themselves to the mission, vision, and values of both the Sponsor and the Credit Union to create synchronicity and bolster a strong partnership between the Sponsor and the Credit Union. The SRM is responsible for executing key Sponsor strategies to drive growth while collaborating with internal and external stakeholders to achieve objectives.

Duties and Functions:

  • Owns and executes on key Sponsor strategies, creating new opportunities for growth, including penetration into new lines of businesses, projects, and events.
  • Collaborates with internal stakeholders on sponsor awareness, including scheduled updates of business intelligence, strategies, initiatives, and results to CU leadership.
  • Builds, expands, and maintains strong relationships with Sponsor leadership and documents progress on the CRM tool. Coordinates with internal stakeholders on existing sponsor relationships as appropriate.
  • Develops a trusted relationship with sponsor, client stakeholders, and internal partners; advocates for Sponsor-employee needs while keeping the objectives of the Credit Union as top priority.
  • Proactively sets influencer meetings, visits, and agendas in advance. Provides a summary on next steps and follows through on commitments.
  • Attends the local advisory council meetings (primarily virtually) and assists in building the advisory council’s diversity and representation. 
  • May lead or participate in seminars, webinars, events, and other contact points with Sponsor members and prospects.

EXPERIENCE and EDUCATION:

  • 3+ years of experience in relationship management in a business-to-business environment.
  • A proven track record of managing sponsor relationships within the financial services sector.
  • Experience working directly with Banks, Credit Unions, Financial Services Firms, or Insurance Companies.
  • A bachelor's degree in Business Administration or a demonstrably equivalent level of experience in a relevant field.
KNOWLEDGE and SKILLS:
  • Outstanding "presentation skills" and "executive presence". 
  • 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.
  • Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.).
  • 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. 
  • The ability to understand and align with our core competencies through daily projects and tasks.

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 visual, 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.
  • May require overnight travel to fulfill duties & functions.
  • This leader will primarily work in the downtown Houston offices and is expected to be in the office or at a Sponsor site daily.

About Chevron Federal Credit Union

Founded in 1935, Chevron Federal Credit Union (CFCU) is a financially robust and expanding entity offering home, auto, and personal loans, alongside checking and savings accounts with top-tier rates and tailored service to its over 130,000 global members. This member-driven institution, with its roots deeply embedded in serving its community, is headquartered in Oakland, California, and operates branches across seven states.

Positioned in the top 1% of credit unions in the United States, CFCU boasts a strong asset base exceeding $4 billion, underscoring its reputation as a reliable financial partner dedicated to exceptional value and member satisfaction. The union prioritizes the financial well-being of its members over product sales, catering to a diverse range of financial needs, from those embarking on their financial journey to those needing significant loans or aiming to enhance their savings.

CFCU distinguishes itself through a commitment to understanding and addressing individual member requirements, reinforcing the belief that personalized service extends beyond mere slogans. This ethos permeates the organization, influencing its employee-centric policies. CFCU acknowledges and rewards the contributions of its staff with generous leave policies, including substantial paid parental leave and sabbaticals. The organization's positive and proactive culture, fostered by the Team Spirit Committee through various fun and charitable events, accentuates its commitment to work-life balance, mutual respect, diversity, and inclusive employee engagement. Long-term employee tenure, often spanning over three decades, is a testament to this nurturing work environment. Competitive remuneration and comprehensive benefits further solidify CFCU as an employer of choice.

About Recruiting Firm, Riderflex
Riderflex is a top-rated national recruiting firm, serving small to large companies globally. Our services range from C-Level Executive Search to Mass Volume Associate Level Hiring, catering to all functions and industries. We specialize in an executive recruiting process that involves vetting candidates through video interviews conducted by seasoned C-Level executives.

Furthermore, we are renowned for our unique approach in finding the perfect fit for both clients and candidates. With a strong emphasis on cultural analysis and an executive recruiting process led by C-Level experts, we excel in understanding and meeting specific industry needs.

Our mission is to create dynamic work environments driven by our commitment to excellence in recruiting, consulting, and candidate services. At Riderflex, we don’t just fill positions; we forge lasting relationships that propel businesses and careers forward.

 

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