• Client Service Executive

    Job Locations US-IA-Des Moines
    Req No.
  • Overview

    CO-OP Financial Services provides technically superior products and services to financial institutions across the nation. We are seeking a talented Service Executive to be responsible for leading Client Solutions functions, tasks, projects and assignments and ensuring service and quality standards are met.




    • Establish and maintain strong relationships with clients and teams.
    • Leads Client Solutions functions, tasks, projects and assignments and ensures service and quality standards are met.
    • Daily Operational Support & Client Management for top tier clients.
    • Provides consultative lead on all client requests and inquiries, including defining scope and requirements
    • Research and review possible solutions. Present recommended solutions.
    • Initial escalation point for clients. Responsible for managing service issues and resolution.
    • Provides effective and consistent communication to management clients and vendors.
    • Defines scopes and requirements on client requests and implementations.
    • Participates as a project team member on client implementations.
    • Proactively pursues management development opportunities and shows expected progress on learning plan
    • Actively supports strategic future, models, integrates and teaches culture, leadership practices
    • Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.


    • 2+ years of directly related experience in client relationship management role
    • Extensive product knowledge and minimum 2 years electronic transaction, credit/debit card experience.
    • Bachelor’s degree or its equivalent in education and experience
    • Demonstrated leadership skills in client relationship management.
    • PC proficiency with a strong working knowledge of Microsoft Office.
    • Collaborative individual with a positive attitude, enthusiasm, professionalism, strong work ethic and a high level of integrity.
    • Ability to set priorities and meet deadlines with little supervision.
    • Strong analytical, problem solving, technical, and interpersonal skills with an ability to balance multiple tasks and shift priorities in order to meet client expectations.
    • Active listening and communication skills; written and verbal communications will be require.
    • Customer/client service and leadership orientation – support strategic future, culture and leadership practices

    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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