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Account Executive
Catalyst Corporate Federal Credit UnionAccount Executive developing relationships for Catalyst Corporate with credit unions. Utilize a consultative approach to manage client relationships and grow business opportunities.
About the role
Key responsibilities & impact- Represents, supports, and develops relationships between Catalyst Corporate and executive management at assigned credit unions.
- Uses a consultative approach to manage the clients existing book of business, provide market insights, develop account plans, and territory plans.
- Develops, maintains and executes on renewal strategies to protect revenue, negotiate contracts, and increase share of wallet and develop new business within the assigned credit unions.
- Fosters in-depth and productive relationships at all levels with both the credit union and Catalyst departments.
- Promotes the use of Catalyst products and services with the goal to position the business to shape and capitalize on emerging consumer and market needs.
Requirements
What you’ll need- Bachelor’s Degree or equivalent combination of education and experience required.
- Minimum three (3) years relationship management, business development, consulting, or sales experience required.
- Minimum three (3) years managing relationships in a B2B environment.
- Strong customer service skills to resolve conflicts, lead customer satisfaction surveys.
- Track record of successfully managing a book of business, minimizing attrition, and maximizing revenue for the organization.
- Excellent organizational skills.
- Exceptional communication skills written, verbal, listening.
- Demonstrate excellent reasoning and analytical skills; strong executive presentation, problem solving, and negotiation skills with ability to influence decisions of others.
- Has experience and understands the importance of managing CRM applications.
- Ability to interpret P&L Statement, NCUA 5300 Call Report and monthly financial statementsk.
- Ability to travel up to 60% of the time.
Benefits
Comp & perks- Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.
- Planning for the Future: 401K retirement savings plan with matching and company contributions.
- Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.
- Building a Family: We were named “Best Place for Working Parents” since 2021 due to our commitment to family-friendly policies and practices.
- Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
relationship managementbusiness developmentconsultingsalesCRM applicationsP&L Statement interpretationNCUA 5300 Call Reportfinancial statement analysis
Soft Skills
customer serviceorganizational skillscommunication skillsreasoning skillsanalytical skillsexecutive presentationproblem solvingnegotiation skillsinfluencing decisions
Certifications
Bachelor’s Degree