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Fiserv Client Partner III, Credit Union Solutions in Boise, Idaho

What does a fantastic Client Partner III, Credit Union Solutions?

In this role, you will provide comprehensive solutions to Fiserv’s Credit Union clients on the DataSafe core account processing platform. Serving as the primary contact for the client’s executive and/ or senior level managers, you will be responsible for managing and growing the overall relationship with key decision makers and influencers at assigned clients to create customer loyalty and increase revenues. This position will leverage Fiserv solutions to maximize client’s growth and profitability, utilizing various company resources to ensure client satisfaction, retention, and increased profitability for Fiserv.

To be successful in this role, you will:

  • Client Relationship

  • Build and maintain effective relationships with the CEO/President and other key senior executive and operational decision makers.

  • Understand the politics of client’s organization in order to appropriately influence decision makers.

  • Understand the credit union’s business challenges, strategic objectives, competitive standing, and critical success factors to determine the best Fiserv solutions.

  • Use Fiserv internal resources to build and maintain an effective relationship with the client.

  • Develop and document an Account Plan at least annually that includes the integration of other Fiserv business divisions, establish a course of action to accomplish specific goals, and take the lead on the Account Plan with other business divisions.

  • Promote client attendance at Fiserv sponsored events such as annual client conferences, regional client conferences and user group meetings.

  • Client Retention

  • Develop a plan to proactively secure timely contract renewals.

  • Monitor client satisfaction, facilitate improvement as needed, and regularly stay in touch with client’s key stakeholders.

  • Demonstrate industry trends and Fiserv competition knowledge to demonstrate Fiserv value proposition.

  • Revenue Maintenance & Growth

  • Achieve annual sales quotas based on add-on products and services and renewals.

  • Understand and promote Fiserv capabilities, solution sets and match those with client’s needs, ensuring that Fiserv increases wallet share with each client through compelling business unit cross sales and Fiserv Enterprise Solutions sales. Enterprise Solutions include Digital Bundle (such as Online Banking, Online BillPay, and Mobile platforms), Card Services, and EMV.

  • Develop formal proposals for additional products & services that address the client’s needs.

  • Ensure a fair return on Fiserv services rendered by following up on any client receivables and negotiating a fair resolution on any items in question

The above statements are intended only to describe the general nature of the job and should not be construed as an all-inclusive list of position responsibilities.

Qualifications for consideration:

  • 7+ years in financial industry, with successful experience selling Fiserv products or financial services, and/or related financial institution leadership experience

  • 5+ years proven success in a sales position servicing major or national accounts within the financial services industry

  • High School diploma or equivalent

  • Ability to travel up to 50%

Additional Skills/Knowledge:

  • Proven ability to build relationships with senior management or executives and requires minimal supervision and direction

  • Proven experience structuring and leading complex multi-million-dollar deals

  • Demonstrated success in negotiating with CEO/President and other senior executives

  • Competitive sales renewal ability

  • Proven track record in attaining/exceeding quota-based metrics

  • Strategic account planning experience required

  • Strong presentation skills

  • Demonstrated leadership coupled with strong business acumen

  • Proficiency in working with Microsoft tools: Word, Excel, PowerPoint, and Outlook

Preferred Qualifications:

  • Credit union industry experience

  • Knowledge of Fiserv systems

  • Fundamental knowledge of computer systems including host-based systems, especially financial data processing systems

  • Bachelors' degree

Who we are:

Fiserv, a global leader in Fintech and payments enabling innovative financial services experiences that are in step with the way people live and work today.

We are #FISVProud of our benefits and well-being programs. Our commitment to wellness, wellness education, preventive services and fitness activities are designed to meet you where you are.

We welcome and encourage diversity in our workforce. Fiserv is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Explore the possibilities of a career with Fiserv and Find Your Forward with us!