Fiserv

Relationship Manager, Credit Union

Fiserv

full-time

Posted on:

Origin:  • 🇺🇸 United States • Missouri, Wisconsin

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Job Level

Mid-LevelSenior

About the role

  • Manage a geographically based portfolio of credit union clients within the Financial Institution Sales Credit Union team.
  • Provide enterprise clients with industry best practices and strategic input to deepen overall partnership.
  • Develop understanding of core applications and surround products and clients' current offerings to engage prospective customers.
  • Assist clients in assessing and aligning business processes to achieve short- and long-term objectives.
  • Propose Fiserv bundles and pan-Fiserv solutions to help clients achieve objectives.
  • Partner with clients and stakeholders to define technical and cross-functional requirements within proposals/solutions.
  • Demonstrate thought leadership and technical expertise to establish trust with clients.
  • Obtain assigned sales quota through contract renewals and sale of products/services to assigned portfolio.
  • Support sales initiatives by driving technical architecture design discussions.
  • Maintain industry and product knowledge and promote a positive company image.
  • Travel may be required up to 60% of the time.
  • Perform other duties as assigned by manager.

Requirements

  • Minimum 4 years of experience in technical product management or technical sales within the banking industry.
  • Experience managing and growing relationships with large/complex financial organizations.
  • 4+ years of experience in sales and negotiating techniques.
  • Bachelor's degree in Finance, Technology, Business Administration, or related discipline, or an equivalent combination of education, work, and/or military experience.
  • Knowledge of business operations in the financial industry.
  • Excellent interpersonal skills, including written and verbal communications and group presentation skills.
  • Ability to travel 50-60%.
  • (Nice to have) Additional special training in banking.
  • (Nice to have) Knowledge of Fiserv core products, including integrating new clients with complex requirements.
  • (Nice to have) Fundamental knowledge of computer systems, including host-based systems and financial data processing systems.
  • (Nice to have) Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
  • (Nice to have) Ability to train others in technical expertise as needed.
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