• Client Business Executive - Midwest Territory

    Job Locations US-IA
    Req No.
  • 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 in the Midwest territory to serve in the capacity as a back-up to management, conduct onsite visits with clients nationwide, serve as an executive-level liaison, as well as evaluate, analyze, market, present, demonstrate, and sell products and services.




    • Responsible for developing and maintaining a high level of client satisfaction, especially at the executive level.
    • Responsibility in assisting assigned clients with growth of portfolio.
    • Integrate and cross sale of CO-OP products and services to assigned credit unions.
    • Meet with Senior Executives on a consistent basis including CU leaders and Payment strategy leaders.
    • Take ownership of maintaining and growing the client relationships including the successful renewal of contracts.
    • Coordinate the necessary activities needed to improve client satisfaction at all levels of each customer’s organization.
    • Communicate effectively with the customer.
    • Establish and maintain long term relationships at all executive levels.
    • Develop and create a strategic brief for target clients.
    • Prepare detailed post visit reports.
    • Identify indicators that may be negative and develop plan to overcome these indicators.
    • Connect Payment Strategy to Corporate Strategy. 
    • 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.


    • Knowledge of all CO-OP products and services.
    • Understanding and knowledge of the credit union industry.
    • Knowledge of the financial industry, specifically credit, debit and ATMC.
    • Experienced knowledge of key account management.
    • Knowledge of contract negotiations, portfolio analysis and effective marketing 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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