Fiserv

Relationship Manager - Credit Union Solutions

Fiserv$71K — $151K *
US-Anywhere
+ 2 other locationsRemote
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in relationship or account management in banking or financial services
  • Experience with large, complex financial institutions
  • Proven track record in revenue growth and consultative engagement
  • Ability to create formal client proposals and build executive-level relationships
  • Bachelor's degree or equivalent experience required

Responsibilities

  • Establish and maintain relationships with senior executives at credit unions
  • Assess client business objectives to position Fiserv solutions effectively
  • Build and execute annual account plans incorporating internal stakeholder input
  • Coordinate resources with business unit leaders to advance client initiatives
  • Drive retention and identify expansion opportunities for additional services
  • Monitor and improve client satisfaction through internal insights and actions
  • Promote engagement at Fiserv conferences and user groups

Benefits

  • Fuel Your Life program for overall well-being support
  • Generous time away and paid holidays
  • No-cost mental health support via Employee Assistance Programs
  • Living Proof program for peer recognition and rewards
  • Eight Employee Resource Groups for collaboration and networking
  • Professional growth opportunities through training and internal mobility
  • Comprehensive insurance from day one including medical and dental
  • 401k match and discounted shares available for retirement planning
  • Tuition assistance and paid parental leave options
Full Job Description
Job Title
Relationship Manager - Credit Union Solutions

bout your role:

As a Relationship Manager supporting Credit Union Solutions, you will lead and grow a portfolio of large client relationships by aligning client goals with Fiserv capabilities. You will work across business units and with senior client stakeholders to strengthen satisfaction, retention, and revenue growth. Your work helps credit union clients achieve strategic priorities while deepening their partnership with Fiserv.

What you'll do:
  • Establish and maintain relationships with senior executives and decision-makers across assigned credit union client organizations
  • Assess client business objectives, operational priorities, and growth opportunities to position Fiserv solutions that address their needs
  • Build and maintain annual account plans that incorporate input from multiple internal stakeholders and define measurable actions for client success
  • Partner with business unit and corporate leaders to coordinate resources, resolve issues, and advance strategic client initiatives
  • Drive retention and growth by supporting service agreement renewals, identifying expansion opportunities, and developing formal proposals for additional products and services
  • Monitor client satisfaction, communicate insights to internal partners, and recommend actions that improve the client experience and business outcomes
  • Promote participation in Fiserv conferences, user groups, and other engagement opportunities that strengthen client partnership and product adoption


Experience you'll need to have:
  • 5+ years of experience in relationship management, account management, or business development within the banking, credit union, or financial services industry
  • 5+ years of experience working with large, complex financial institutions and aligning solutions to business, operational, and strategic objectives
  • 5+ years of experience developing account plans, managing renewals, and driving revenue growth through consultative client engagement
  • Ability to build executive-level relationships, create formal client proposals, and coordinate cross-functional resources to deliver measurable business outcomes
  • Bachelor's degree or an equivalent combination of education, work, and/or military experience


Experience that would be great to have:
  • Direct experience supporting credit unions or knowledge of credit union operations, priorities, and regulatory considerations
  • Knowledge of Fiserv systems, products, or client delivery models
  • Familiarity with financial data processing systems and host-based computer systems
  • Additional specialized training in banking, credit unions, or financial services


Travel: This role require frequent travel up to 50%

Sponsorship:

You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.

Benefits at Fiserv:
  • Fuel Your Life program to support your physical, financial, social, and emotional well-being.
  • Paid holidays and generous time away policies.
  • No-cost mental health support through Employee Assistance Programs.
  • Living Proof program to recognize your peers' extra effort with points redeemable for rewards.
  • Eight Employee Resource Groups to foster a collaborative culture and expand your network.
  • Unparalleled professional growth with training, development, and internal mobility opportunities.
  • Medical, dental, vision, life, and disability insurance options available from day one.
  • Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan.
  • Tuition assistance and reimbursement program.
  • Paid parental and military leave.


Salary Range
$71,400.00 - $151,900.00

These pay ranges apply to employees in New Jersey and New York. Pay ranges for employees in other states may differ.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

For commission eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan.

Thank you for considering employment with Fiserv. Please:

  • Apply using your legal name
  • Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

About Fiserv

CashEdge(R) provides infrastructure that global financial institutions rely on to extend their online channels and enhance customer profitability. CashEdge delivers secure Online Money Movement and Advanced Account Aggregation platforms that power specialized retail banking and advisor applications. These proven solutions enable CashEdge's clients to create compelling online offerings that attract customers, generate revenues, and reduce costs. CashEdge serves top-tier financial institutions around the world. Clients and partners include Vanguard, RBC Financial Group, CIBC, Yahoo! Finance, Digital Insight, First Data, TD Canada Trust, NYCE, Laurentian Bank, Financial Fusion and Corillian. CashEdge has offices in New York and Silicon Valley.

Fiserv Careers

Join the Fiserv team today and be part of a dynamic company known for innovation, leadership, and a commitment to the professional growth of its employees. At Fiserv, we offer more than just job opportunities; we provide a platform where skills are honed, leadership is cultivated, and career aspirations are achieved. Work You’ll Do At Fiserv, we are constantly on the lookout for talented individuals eager to thrive in a culture that fosters growth and diversity. Our team is composed of professionals who lead the way in financial services technology. By joining us, you will collaborate with some of the brightest minds in the industry, working together to solve complex challenges and deliver innovative solutions that impact millions of people every day. Explore Our Job Opportunities Whether you're seeking an entry-level position or a more senior role, Fiserv offers a range of career paths in areas such as software development, project management, financial analysis, and client services. Our hiring process is designed to identify and attract individuals who are not only technically proficient but who also embody our values of integrity and responsibility. Internship Programs Kickstart your career with a Fiserv internship. Our internships provide invaluable workplace experience and networking opportunities that often lead to full-time employment. As an intern, you’ll gain hands-on experience while working on meaningful projects that directly contribute to the company’s goals. Benefits and Culture Fiserv is committed to the well-being and continuous development of our employees. We offer competitive benefits including health, dental, and vision insurance, as well as opportunities for professional development through leadership training and diversity programs. Our culture is one of inclusion, where every team member is valued and has the opportunity to contribute to our success. Career Growth and Development We believe in nurturing the potential of our employees through career development initiatives and continuous learning opportunities. At Fiserv, you will find a supportive environment where you can grow your career through on-the-job experiences, mentoring, and formal training. Stay Connected Join Our Team Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with Fiserv today and help shape the future of financial services. Keep Up to Date Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Job Alert Emails Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Fiserv. Explore, innovate, and grow with Fiserv. Let your career journey begin here, where you can make a real difference in the world of finance.
Learn more about Fiserv
Size
44,000 employees
Market Cap
$63.4 billion
Industry
Net Income
$958 million
Founded
1984
5 Year Trend
+24.1%
Revenue
$14.8 billion
NASDAQ

Similar Jobs

More Jobs at Fiserv

More Finance & Insurance Jobs

Find similar Relationship Manager - Credit Union Solutions jobs: