Client Business Manager

The Opportunity

CO-OP Financial Services is bringing digital transformation to the credit union movement. We’re creating innovative technology solutions that help not-for-profit credit unions best serve their members and compete with the big banks.  As a result, our world-class team is growing faster than ever! If you’re passionate about technology and want to be part of a purpose-driven organization, this is an exciting opportunity to provide real value and help shape the future of human-centered financial services.

We are seeking a talented Client Business Manager to proactively manage a portfolio of mid-tier relationships, larger Core-Accounts and potentially some other smaller client relationships.  Focus will be to retain and grow existing client relationships, add-on sales, maintain high level of client satisfaction and prospect for new line of business opportunities.  This position requires frequent travel.   

What You Can Look Forward to

• Maintain a high level of client satisfaction by working proactively with clients to experience the value of their CO-OP relationships.
• Work closely with other areas within the company to manage client satisfaction.
• Initiate contact with clients in the assigned portfolio to ensure they are knowledgeable on the value of CO-OP and have an understanding of the products/services we provide to the credit union market.
• Under the direction of the VP, Client Business Representative Leader work to develop add-on sales and retention strategies.
• Create proposals for renewals on an as-needed basis and present to clients.
• Cross-sell products and services by seeking out decision makers to assess their needs and making the appropriate recommendation based on the client’s processing method.  Engage the Regional Sales Managers and Sales Engineers as needed.
• Participate in meetings, conferences, etc. as directed.
• Understand market changes and legislative issues that may impact client decisions.
• Frequent travel up to 70%.
• Responsible for reporting risks that are identified to the appropriate team and/or management. Additionally, responsible for managing, monitoring and reporting risks within the scope of your work area, to include, but not limited to Information Security risks.
• Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.

What You’ll Need to Succeed

• Completion of high school, or equivalent.
• Two years of Financial Institution background in operations, marketing, or member services or previous client-facing experience, or equivalent training and/or experience.
• Excellent communication, organizational and proven leadership skills required. 
• Good presentation skills and some sales background preferred.
• This position requires travel (approximately 50 – 70%).  Must have own car, car insurance, and a valid driver’s license.

Why Join CO-OP?

Get ready to be part of the exciting, ever-evolving and growing credit union movement!  As a CO-OP employee, you’ll have a chance to directly impact the access of financial opportunities to individuals and communities – and you’ll help drive the future of fintech at an energetic organization where contributions are valued, and innovation is championed.   

With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation.  CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service.

CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech.

The Perks

• Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services.
• Health benefits – medical, dental, & vision plus wellness programs and gym reimbursements.
• 401K with generous company match.
• Tuition reimbursement.