• VP, Client Business Representative Leader

    Job Locations US-CA-Rancho Cucamonga
    Req No.
  • The Opportunity

    CO-OP Financial Services is bringing digital transformation to the credit union movement. We’re creating innovative technology solutions that help not-for-profit credit unions best serve their members and compete with the big banks.  As a result, our world-class team is growing faster than ever! If you’re passionate about technology and want to be part of a purpose-driven organization, this is an exciting opportunity to provide real value and help shape the future of human-centered financial services.


    We are seeking a talented VP, Client Business Representative Leader to direct and oversee the Client Business Representatives.  This position provides a key link between the field staff and senior management, acting as a central decision maker for the Client Business Representative team.  This position serves as an escalation point for customer service issues and ensures the highest level of productivity possible, as measured by client retention and add-on sales. 

    What You Can Look Forward to

    • Work closely with the Client Business Representatives (CBR) to write annual business plans for each of the CBR teams. The goal is to provide a customized approach to maximize volume growth and revenue. 
    • Serve as an escalation point for resolution of day-to-day issues. This requires extensive interaction with Client Services, Billing, Network Implementations, Operations, Systems & Support, etc… 
    • Standardize the training that CBEs receive. Where necessary, make additional training available. 
    • Work with Marketing to ensure sell-through for marketing campaigns, supporting the campaigns with short-term contests as needed.
    • Act under the direction of the CRO for sell-through of various partner promotions and other efforts.
    • Ensure sell-through of new products and services based upon a thorough understanding of our customers’ needs.
    • Ensure quality service delivery by procuring training and re-engineering hand-offs with other departments.
    • Manage creation, review, approval, and communication of the annual and strategic plans. Work closely with contributing areas to coordinate development of their sections as well as developing and drafting other sections.   
    • Review all participation in conferences and other sponsorships annually to optimize market presence and lead generation.
    • Must react to change productively and handle other essential tasks as assigned.
    • Regular attendance and punctuality as a full time employee in order to daily exercise all of the essential functions.
    • 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.

    What You’ll Need to Succeed

    • This job requires 10 years’ experience in the credit union and/or EFT industry;
    • Bachelors degree in business or related field.
    • In this role, supervise direct reports including CBEs.
    • Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.
    • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
    • Financial institution background in operations, EFT and member service is preferred.
    • Technical knowledge regarding EFT/POS preferred.
    •  Excellent communication and organizational skills.
    • Must be detail oriented with excellent problem solving skills.
    • Ability to work under minimal to no supervision, managing multiple projects simultaneously.

    Why Join CO-OP?

    Get ready to be part of the exciting, ever-evolving and growing credit union movement!  As a CO-OP employee, you’ll have a chance to directly impact the access of financial opportunities to individuals and communities – and you’ll help drive the future of fintech at an energetic organization where contributions are valued, and innovation is championed.   


    With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation.  CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service.


    CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech.

    The Perks

    • Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services.
    • Health benefits – medical, dental, & vision plus wellness programs and gym reimbursements.
    • 401K with generous company match.
    • Tuition reimbursement.


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