Act in partnership with clients to identify their objectives and deliver tailored suggestions and solutions that align with their needs.
Lead training sessions and facilitate best practice discussions with client groups, both onsite and virtually, to enhance their understanding and utilization of the Premier Core system.
Review processes and workflows to ensure that deposit products meet client expectations and industry standards.
Document all activities, challenges, and resolutions in a client-facing operational format, providing follow-up support and building strong client relationships.
Communicate customer suggestions for product enhancements and ensure proper handling and follow-up by relevant teams.
Simulate or recreate customer issues to effectively resolve user operating difficulties.
Collaborate with other department personnel to discuss problems or inquiries, offer technical assistance and ensure proper resolution handling.
Work closely with Account Managers and Client Partners to monitor service delivery and product performance.
Participate in ongoing training to achieve the level of technical expertise required to address complex challenges effectively.
Engage actively in team efforts to develop training materials, client presentation methods, and internal Advisory Services administrative processes.
Perform other duties as required to contribute to the overall success of the client advisory team.

Preferred bachelor's degree in business administration, Finance, or equivalent work experience.
3-5 years of experience with Fiserv Premier applications, particularly in Loan Accounting System, Collateral Accounting System, Customer Information File, Transaction Management system, Collateral, Tran Codes, Interest 3 method, Escrow, Premier Loan Specification, and extensive experience in Loan operations, including analysis and profitability assessments of deposit accounts.
2-5 years of experience in banking operations and back-office functions, specifically related to deposits and account management.
Minimum of three years in client/customer service support roles; training experience is a plus.
Willingness to travel domestically 40% to 65% of the time.

Loan Consultant

Key skills