Director, Client Relations-(Hybrid)

Responsibilities

• Portfolio Leadership
• Develop and execute portfolio strategies that grow payments and treasury revenue while strengthening client retention and satisfaction.
• Act as the primary relationship lead for your portfolio, coordinating across internal and client teams to deliver strong outcomes.
• Create clear account plans and engagement strategies that support trusted, accountable client relationships.
• Growth Within Existing Accounts
• Identify and advance opportunities within existing accounts to expand payments and treasury revenue.
• Lead or support the sales process for renewals, expansions, and solution-based opportunities.
• Prepare and deliver proposals, presentations, and strategic account materials for current and prospective clients.
• Maintain strong knowledge of Central 1's products and services and contribute to targeted growth initiatives
• New Growth Opportunities
• Support strategies that expand market share and open new growth opportunities through thoughtful planning and execution.
• Identify high-potential opportunities across new geographies, product diversification, and evolving client segments.
• Build relationships with key industry stakeholders, strategic partners, and financing organizations.
• Manage the sales cycle with internal partners, from research and prospect engagement through proposal development and close.
• Track business development performance against targets and contribute to monthly, quarterly, and annual reporting.
• Review client activity and evolving needs to uncover opportunities that improve satisfaction, retention, and growth.
• Share insights and recommendations with internal stakeholders and executive leadership.
• Business Planning
• Contribute to annual business planning for the assigned portfolio or area, ensuring alignment with broader organizational strategy.
• Provide input into budgets, business targets, key performance indicators, and priority activities to support integrated planning.
• Client Relationship Management
• Build and execute relationship plans for strategic and complex accounts to strengthen executive-level partnerships and support long-term growth.
• Coordinate internal and client engagement to ensure clear communication, timely issue resolution, and consistent follow-through.
• Establish clear points of contact and engagement practices so expectations are understood and met.
• Leadership Through Influence
• Communicate client priorities and portfolio strategies in alignment with the organization's mission, vision, values, and business goals.
• Establish effective ways of working and clear engagement standards that support positive, accountable relationships with strategic clients.
• Influence cross-functional teams and stakeholders to achieve annual business objectives and deliver strong client outcomes.
• Manage the individual operating budget and monitor performance against plan, taking action as needed.
• Operational Excellence and Compliance
• Act as an internal liaison to support change and innovation that improve client satisfaction and retention.
• Partner with cross-functional te

Benefits

Additional Information

Central 1 cooperatively empowers credit unions and other financial institutions to deliver banking choice to Canadians. Central 1 provides critical services at scale to enable a thriving credit union system. We do this by collaborating with our clients, developing strategies, products and services to support the financial well-being of their more than 5 million diverse customers in communities across Canada. For more information, visit www.central1.com .

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