American Heritage Credit Union
  • Administration Building
  • Philadelphia, PA, USA
  • Salary
  • Full Time

American Heritage Credit Union, a $2.9+ billion credit union, has an immediate opening for a Partnership Account Manager. This position will assist the Senior Partnership Account Manager in the implementation of the business development overall plan for the credit union and perform a variety of duties related to the business development function within the credit union including, community outreach, financial wellness and our Kids-N-Hope Foundation. Provide an ultimate level of service to the members, current and potential Workplace Partners (WPP), and employees of American Heritage Credit Union.

Responsibilities Include:

  • Achieve and surpass sales goals within assigned accounts.
  • Develop strategic account plans to gain optimal access to each assigned Workplace Partner (WPP) in order to increase penetration and sustain relationships.
  • Develop a pipeline for potential WPP's with 100+ employees in assigned territory and provide forecast on a monthly basis.
  • Serve as the primary liaison and contact for assigned WPP's.
  • Contact and conduct regular visits to WPP's, the surrounding community, and civic organizations to promote goodwill and generate new business.
  • Develop positive working relationships with internal and external partners creating strong credit union awareness while gaining support that results in new WPP relationships and new members.
  • Assist the AVP of Business Development with the overall Business Development plan and strategic marketing campaign.
  • Solicit new members through tactical sales initiatives at assigned WPP's and present the value of products and services offered by the credit union.
  • Responsible for scheduling partnership overview and relationship visits with assigned WPP's as a consultative sales strategy to deepen relationships.

 Requirements Include:

  • One to three years of experience in business development and sales.
  • Bachelor's Degree in Communications/Marketing or a related field or equivalent experience.
  • Professional, well-developed interpersonal skills necessary for supervising staff, contacting and maintaining relationships with Workplace Partners, and servicing the members and staff of American Heritage Credit Union.
  • Poised and persuasive communication style
  • Strong initiative, competitive drive, and the ability to stay focused on results, all while working at a faster than average pace.
  • Innovation and creativity in generating ideas while handling multiple tasks in a timely manner.
  • Must be able to lift boxes approximately twenty-five pounds (Marketing material and supplies).
  • Valid driver's license required.
  • Position requires flexible (occasional early morning and/or late evening) hours for visits and other marketing functions.

Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.


American Heritage Credit Union
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