• Client Business Executive - West Coast

    Job Locations US
    Req No.
    Business Development
  • Overview

    CO-OP Financial Services provides technically superior products and services to financial institutions across the nation. We are seeking a talented Client Business Executive to be responsible for managing a portfolio of mid-tier relationships, larger Core-Accounts and potentially some other smaller client relationships. Focus will be to retain and grow existing client relationships, add-on sales, maintain high level of client satisfaction, escalate and support timely resolution of problems.


    What your day will look like: 

    • Maintain a high level of client satisfaction by serving as the primary point person for client escalation and resolution of issues for assigned portfolio.
    • Work closely with other areas within the company to resolve client concerns.
    • Initiate contact with clients in the assigned portfolio to ensure they are knowledgeable on the value of CO-OP and have an understanding of the products/services we provide to the credit union market.
    • Under the direction of the VP, Client Business Representative Leader work to develop add-on sales and retention strategies.
    • Create proposals for renewals on an as-needed basis and present to clients.
    • Cross-sell products and services by seeking out decision makers to assess their needs and making the appropriate recommendation based on the client’s processing method. Engage the Regional Sales Managers and Sales Engineers as needed.
    • Participate in meetings, conferences, etc. as directed.
    • Understand market changes and legislative issues that may impact client decisions.
    • Frequent travel up to 70%
    • Must react to change productively and handle other essential tasks as assigned.






    • College degree in business, marketing, or related field preferred.
    • Two years previous account management experience preferred.
    • Two (2) years’ experience in the EFT industry is preferred.
    • Two years of Financial Institution background in operations, marketing, or member services are required.
    • Excellent communication, organizational and proven leadership skills required. 
    • Good presentation skills and some sales background preferred. 



    About Us

    CO-OP Financial Services is the technology engine that provides access and convenience for credit unions. With over 35 years of credit union service, CO-OP connects credit union members to their accounts through Debit, Credit, ATM, Shared Branching, Member Interaction Services, Mobile, Virtual, and Bill Pay services. CO-OP serves a total of 3,500 member credit unions, 50 million cardholders, 30,000 surcharge-free ATMs, and more than 5,500 shared branches. Handling three billion-plus annual transactions, CO-OP is the nation’s largest credit union service organization—offering resources that enable deeper member engagement to help credit unions prosper.


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