Corporate Account Manager

Vizo Financial is seeking a Corporate Account Manager who will serve as the primary contact with our member credit unions across eastern Pennsylvania, New Jersey and Delaware.

This full-time position is primarily work from home however is based out of our Middletown, PA office to support our members in the eastern PA, NJ and DE territories.
The ideal candidate will reside within this territory or in a central location that allows for regular travel throughout eastern PA, NJ and DE. Candidate may need to go to the Middletown, PA office to attend mandatory meetings, required training or cultural events as needed.

This role is responsible for cultivating existing relationships, driving new business growth and ensuring the delivery of Vizo Financial’s products and services as effective solutions to credit unions. The corporate account manager will actively seek to expand the membership base and service contracts through targeted sales strategies, including cold calling, campaigns, and industry networking. This position requires a blend of strong relationship-building skills, sales insight, and a deep understanding of Vizo Financial’s offerings to deliver value to credit union leaders.

Maintain regular communication with existing and potential members and clients, ensuring they are aware of new products, services, and enhancements that may benefit their organization. Develop and maintain a strong, long-term business relationship with the credit union leadership within an assigned territory. Meet all established communication and client engagement goals, including in-person visits, calls, emails, industry events and expanded relationship meetings.

Execute the sales goals aimed to identify and pursue new business with current and potential credit unions to expand our service usage and member base. Utilize CRM tools to document sales activities, including calls, meetings, emails, sales opportunities, feedback and credit union needs or issues.

Maintain a deep understanding of Vizo Financial’s product and service offerings, and effectively communicate their benefits to potential and existing credit unions. Identify credit union needs and tailor product recommendations accordingly to drive sales and meet sales objectives and goals.

Represent Vizo Financial at key corporate and industry events, including conferences, trade shows, and chapter dinners, to build brand presence and generate new business opportunities. Stay informed on industry trends, competitors, and best practices to ensure Vizo Financial’s offerings remain competitive and relevant. Prepare and deliver presentations at industry events as required, positioning Vizo Financial as a thought leader in the sector.

• Bachelor’s degree (B.A.) from four-year college or university; or three to five years’ related experience and/or training; or equivalent combination of education and experience in business, sales, marketing, or a related field.
• Microsoft Office (Outlook, Office 365, Word, Excel, PowerPoint), customer relationship management system (Salesforce), database software and internet software.
• Credit Union Development Education (CUDE) preferred but not required.

• Proven experience in sales, business development, or account management, preferable within the financial services or credit union sector.
• Strong understanding of CRM systems and sales tracking tools.
• Excellent communication and interpersonal skills with the ability to engage and influence stakeholders at all levels.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Willingness to travel for in-person meetings, events, and trade shows.

Starting at $80k

The employee is required to drive a vehicle, fly or take trains to and from industry events or credit unions. Travel may include three to ten overnight stays per month.

• Fully paid life insurance and disability benefits
• 11 paid holidays; 18 PTO days (PTO increases based on tenure)
• Community Volunteer Leave

Vizo Financial Corporate Credit Union’s goal is to…