What are the responsibilities and job description for the Credit Union Relationship Executive position at CrossState Credit Union Association?
CrossState Credit Union Association (CrossState) is a regional trade Association serving credit unions in Pennsylvania and New Jersey. CrossState Solutions, the Association’s service corporation, is seeking a self-starting, energetic business relationship professional to join our team as a Credit Union Relationship Executive. This role will report to and work closely with the Director of Solutions Engagement to identify credit union needs and deliver consultative business solutions that support both member success and organizational growth. This position engages both current and prospective members, serving as a trusted partner and advisor.
This is a hybrid role that supports credit unions across central and western Pennsylvania and includes regular travel of at least three (3) days per week to foster trusted relationship-based engagement.
Key Responsibilities:
- Build and maintain strong, trusted relationships with assigned credit unions through consistent, proactive engagement, leveraging strong communication and interpersonal skills to connect with decision-makers across organizations.
- Partner with credit unions to understand their goals, challenges, and key performance drivers, using industry knowledge to identify and align them with relevant Association and Solutions offerings.
- Promote and present products and services through a consultative approach, effectively communicating value, while driving engagement and revenue growth.
- Manage and maintain accurate data, and collaborate with internal teams and partners, while demonstrating a positive, team-oriented mindset and commitment to supporting the mission of the Association and its credit unions.
The ideal candidate for this position would have a bachelor’s degree with a preferred major in business, finance, communications or related field with a minimum of 3 to 5 years of experience in sales, business development, financial services, or related field. A combination of education and experience will be considered. Strong knowledge of the credit union industry, operations, and KPI’s is preferred.
CrossState is an employee-centric organization offering a generous benefit package; including competitive compensation, excellent medical and retirement programs, generous paid time off, 12 observed holidays, our workplace offers tuition reimbursement and more. CrossState was recognized as one of Pennsylvania’s Best Places to Work in 2023 by the Best Companies Groups.