Business Development and Relationship Executive
About The Position
We're seeking an experienced and results-driven Business Development & Relationship Executive to serve as a trusted advisor to credit union leaders across a multi-state territory, primarily in the Midwest and West Coast regions. This is an exciting opportunity for a consultative sales professional who thrives on building executive relationships, identifying growth opportunities, and delivering solutions that drive meaningful business results. In this role, you will partner with mid-sized and large credit unions to understand their strategic goals and align our payment, digital, and correspondent banking solutions to support their success. Through a combination of in-person meetings, virtual consultations, and strategic planning discussions, you will help credit unions improve operational efficiency, increase member engagement, grow revenue, and enhance the overall member experience. Unlike traditional sales positions that focus solely on prospecting, this role combines relationship management and business development. Approximately 50% of your time will be dedicated to strengthening and expanding existing relationships, while 50% will focus on identifying and securing new business opportunities.
Requirements
- Bachelor’s degree in business administration or related field or equivalent combination of education and experience.
- Minimum of 5 years of experience in financial industry sales.
- Strong selling and relationship-building skills are required.
- A professional, confident leader capable of earning respect from business leaders, C-Suite, and stakeholders.
- Collaborative and participative management style.
- Excellent written, oral, and influential communication skills.
- Strong creative problem-solving skills with a keen attention to detail.
Nice To Haves
- Experience with selling to credit unions and technology products is a plus.
- Knowledge of correspondent banking and payment products is a plus.
- Finance analytical skills and knowledge of the credit union industry are preferred.
- Experience with SalesForce is preferred.
Responsibilities
- Develop and maintain strong relationships with credit union executives and key decision-makers.
- Serve as a strategic advisor by understanding each credit union's business objectives and recommending solutions to support growth and operational excellence.
- Expand existing relationships by identifying opportunities across our suite of payment, digital, and correspondent banking products and services.
- Generate new business opportunities through prospecting, networking, referrals, and industry engagement.
- Deliver compelling presentations and consultative sales discussions with executive leadership teams.
- Collaborate with internal teams to ensure a seamless client experience and successful implementation of solutions.
- Stay informed of industry trends, emerging technologies, payment innovations, and competitive developments.
Benefits
- Competitive compensation package with a target annual earning opportunity of approximately $160,000, including: Approximately 75% base salary, Approximately 25% incentive compensation
- Generous 401(k) matching contribution
- Quality health and ancillary benefits
- Generous PTO (Paid Time Off) starting with 4 weeks/year
- 11 paid holidays
- Paid parental leave
- Full library of online training
- Group and individual training
- Mentoring program
- Business coaching
- Ongoing special events throughout the year
- Tuition reimbursement
- Wellness program
- Pet insurance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
