Relationship Manager – Credit Union Solutions

This is a fully remote position, open to applicants in New Jersey, +1 more state.

📋 Description

• Develop and nurture relationships with senior executives and decision-makers within assigned credit union client organizations.

• Evaluate client business goals, operational priorities, and growth prospects to effectively position Fiserv solutions.

• Create and sustain annual account plans that include measurable actions aimed at ensuring client success.

• Collaborate with business unit and corporate leaders to align resources, address issues, and promote strategic client initiatives.

• Enhance retention and growth by facilitating service agreement renewals, pinpointing expansion opportunities, and crafting formal proposals for additional products and services.

• Track client satisfaction, relay insights to internal teams, and suggest measures to enhance client experience and business outcomes.

• Encourage participation in Fiserv conferences, user groups, and other engagement opportunities that strengthen client relationships and product adoption.

⛳️ Requirements

• Over 5 years of experience in relationship management, account management, or business development within the banking, credit union, or financial services sectors.

• More than 5 years of experience collaborating with large, complex financial institutions and aligning solutions with their business, operational, and strategic goals.

• At least 5 years of experience in developing account plans, managing renewals, and driving revenue growth through consultative client engagement.

• Proven ability to build relationships at the executive level, create formal client proposals, and coordinate cross-functional resources to achieve measurable business results.

• Bachelor’s degree or an equivalent combination of education, work experience, and/or military service.

• Direct experience supporting credit unions or a solid understanding of credit union operations, priorities, and regulatory considerations.

• Familiarity with Fiserv systems, products, or client delivery models.

• Knowledge of financial data processing systems and host-based computer systems.

• Additional specialized training in banking, credit unions, or financial services.

• Willingness to travel frequently, up to 50%.

• Must currently hold valid and unrestricted U.S. work authorization; candidates requiring sponsorship now or in the future will not be considered.

🏝️ Benefits

• Fuel Your Life program to support your physical, financial, social, and emotional well-being.

• Paid holidays and generous time-off policies.

• Complimentary mental health support through Employee Assistance Programs.

• Living Proof program to acknowledge your peers’ extra efforts with points redeemable for rewards.

• Eight Employee Resource Groups to cultivate a collaborative culture and expand your professional network.

• Exceptional opportunities for professional growth through training, development, and internal mobility.

• Medical, dental, vision, life, and disability insurance options available from day one.

• Retirement planning options including a 401k match and discounted shares through the Employee Stock Purchase Plan.

• Tuition assistance and reimbursement program.

• Paid parental and military leave.

• Commission eligibility according to the applicable Fiserv Sales Compensation Plan for commission-eligible employees.