We're seeking an experienced and results-driven
Business Development & Relationship Executive to serve as a trusted advisor to credit union leaders across a multi-state territory, primarily in the Midwest and West Coast regions. This is an exciting opportunity for a consultative sales professional who thrives on building executive relationships, identifying growth opportunities, and delivering solutions that drive meaningful business results.
In this role, you will partner with mid-sized and large credit unions to understand their strategic goals and align our payment, digital, and correspondent banking solutions to support their success. Through a combination of in-person meetings, virtual consultations, and strategic planning discussions, you will help credit unions improve operational efficiency, increase member engagement, grow revenue, and enhance the overall member experience.
Unlike traditional sales positions that focus solely on prospecting, this role combines relationship management and business development. Approximately 50% of your time will be dedicated to strengthening and expanding existing relationships, while 50% will focus on identifying and securing new business opportunities.
What You'll Do- Develop and maintain strong relationships with credit union executives and key decision-makers.
- Serve as a strategic advisor by understanding each credit union's business objectives and recommending solutions to support growth and operational excellence.
- Expand existing relationships by identifying opportunities across our suite of payment, digital, and correspondent banking products and services.
- Generate new business opportunities through prospecting, networking, referrals, and industry engagement.
- Deliver compelling presentations and consultative sales discussions with executive leadership teams.
- Collaborate with internal teams to ensure a seamless client experience and successful implementation of solutions.
- Stay informed of industry trends, emerging technologies, payment innovations, and competitive developments.
Preferred Qualifications:- Bachelor's degree in business administration or related field or equivalent combination of education and experience.
- Minimum of 5 years of experience in financial industry sales.
- Experience with selling to credit unions and technology products is a plus.
- Strong selling and relationship-building skills are required.
- A professional, confident leader capable of earning respect from business leaders, C-Suite, and stakeholders.
- Collaborative and participative management style.
- Excellent written, oral, and influential communication skills.
- Strong creative problem-solving skills with a keen attention to detail.
- Knowledge of correspondent banking and payment products is a plus.
- Finance analytical skills and knowledge of the credit union industry are preferred.
- Experience with SalesForce is preferred.
Travel & Compensation- Travel approximately 60%, primarily within the United States.
- Most travel consists of day trips with limited overnight stays.
- Competitive compensation package with a target annual earning opportunity of approximately $160,000, including:
- Approximately 75% base salary
- Approximately 25% incentive compensation
We are looking for someone that may have held the following positions below:
- Territory Sales Manager
- Regional Sales Manager
- Regional Sales Executive
- Strategic Account Executive
- Business Development Executive
- Relationship Manager
- Payments Consultant
- Payments Sales Executive
- Sales, Digital Payments
- Sales, Real-time Payments
- Sales, FedNow
- Account Manager
- Sales Representative
- Sales Executive
- Outside Sales
As the financial landscape continues to evolve, so do we. That is why it is an exciting time to join our team!
