• Client Business Executive - Pacific Northwest

    Job Locations US-CA-Rancho Cucamonga | US-OR | US-WA | US-MT | US-NV
    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 Client Business Executive to be serve in the capacity as a back-up to management, conduct onsite visits with clients in the pacific northwest (Northern CA, Oregon, Washington, Montana and Nevada), serve as an executive-level liaison, as well as evaluate, analyze, market, present, demonstrate, and sell products and services.

    What You Can Look Forward to

    • 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.
    • 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 and all areas with CO-OP.
    • 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.

    What You’ll Need to Succeed

    • Bachelor’s degree in related field or equivalent work experience.
    • Knowledge of all CO-OP products and services.
    • Knowledge of the credit union industry.
    • Knowledge of the financial industry, specifically credit, debit and ATM.
    • Experienced knowledge of key account management.
    • Knowledge of contract negotiations, portfolio analysis and effective marketing practices.
    • Knowledge of First Data Processing for Issuers.
    • Excellent communication, organizational and proven leadership skills.
    • Negotiation skills.
    • Effective presentation skills.
    • Ability to travel for client visits 50-70% of the time.
    • 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.

    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.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed