Client Executive - Credit Unions (East Coast) - Remote

Overview

The Client Executive will be responsible for generating revenue growth and managing relationships with Credit Union clients, serving as a strategic partner and primary point of contact.

In Short

• Generate revenue growth in a named account environment.
• Manage relationships with Credit Union clients.
• Develop and maintain alliances with senior client management.
• Offer recommendations through formal presentations and proposals.
• Negotiate pricing contracts and agreements.
• Collaborate across teams to handle issues and identify opportunities.
• Report to the Senior Director, Credit Unions Northeast.
• Remote position, must reside in the East Coast.

Requirements

• Bachelor's Degree or relevant work experience.
• 5+ years of experience in financial services.
• Experience managing a portfolio of 25+ accounts.
• Ability to uncover sales opportunities in financial services.
• Understanding of risk management in credit unions or banking.
• Ability to travel up to 50%.

Benefits

• Great compensation package and bonus plan.
• Core benefits including full medical, dental, and vision.
• Fully remote environment.
• Flexible time off including volunteer time off and paid holidays.