Relationship Manager – Credit Union Solutions

Fiserv

Relationship Manager in Credit Union Solutions at Fiserv, leading client relationships and aligning goals with fintech capabilities. Drive client satisfaction, retention, and revenue growth with large financial institutions.

Posted 4/30/2026full-timeRemote • Montana, New York, Ohio, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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 and aligning 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 business outcomes
Bachelor’s degree or an equivalent combination of education, work, and/or military experience
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

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

relationship managementaccount managementbusiness developmentaccount plansrenewals managementrevenue growthconsultative client engagementclient proposalsfinancial data processing systemscredit union operations

Soft Skills

building executive-level relationshipscross-functional coordinationclient satisfaction monitoringcommunication insightsstrategic initiative advancementproblem resolutionclient experience improvementstakeholder collaborationorganizational skillsclient engagement

Certifications

Bachelor’s degreespecialized training in bankingspecialized training in credit unionsspecialized training in financial services