Relationship Manager - Credit Union Solutions

Fiserv
New Jersey, New York
Workplace: RemoteFull timeUSD 59,500 - 126,600 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Relationship management","Account management","Executive communication","Cross-functional coordination","Client satisfaction improvement"]

Lead and grow a portfolio of credit union client relationships by aligning client goals with Fiserv capabilities. Build executive-level partnerships, assess business objectives and growth opportunities, and develop annual account plans with measurable actions. Partner cross-functionally to coordinate resources, resolve issues, support service agreement renewals, and drive retention and expansion. Track client satisfaction, propose improvements, and promote engagement to increase product adoption.

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Fiserv
Fiserv
1 day ago

Relationship Manager - Credit Union Solutions

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Last checked: 2 hours agoStatus: Live

Job Summary

Lead and grow a portfolio of credit union client relationships by aligning client goals with Fiserv capabilities. Build executive-level partnerships, assess business objectives and growth opportunities, and develop annual account plans with measurable actions. Partner cross-functionally to coordinate resources, resolve issues, support service agreement renewals, and drive retention and expansion. Track client satisfaction, propose improvements, and promote engagement to increase product adoption.
Location: New Jersey, New York
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Establish and maintain relationships with senior executives and decision-makers across assigned credit union clients.
  • •Assess client objectives and growth opportunities to position Fiserv solutions that address client needs.
  • •Build and maintain annual account plans with measurable actions for client success.
  • •Coordinate resources and resolve issues with business unit and corporate leaders to advance strategic initiatives.
  • •Drive retention and growth through renewals, expansion opportunity identification, and proposals for additional products and services.
Travel: Medium travel

Pay and Benefits

Salary: USD 59,500 - 126,600 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401k MatchEquityTuition AssistancePaid HolidaysPaid ParentalPaid Leave

Key Requirements

  • •3+ years of experience in relationship management, account management, or business development within the banking, credit union, or financial services industry.
  • •3+ years of experience working with large, complex financial institutions to align solutions to business, operational, and strategic objectives.
  • •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 outcomes.
  • •Bachelor’s degree or an equivalent combination of education, work, and/or military experience.
Experience:3+ yearsBankingCredit unionsFinancial services
Education:Bachelor's
Skills:Relationship managementAccount managementExecutive communicationCross-functional coordinationClient satisfaction improvement
Tech Stack:Financial data processing systemsHost-based computer systems

Eligibility

Visa:F-1H-1BH-2TN
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Fiserv
Provides payments, processing services, risk management, and core banking technology to financial institutions, merchants, and businesses worldwide, enabling digital payments, account processing, and financial services integration.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Brookfield, United States
Founded: 1984
WebsiteLinkedIn