Act in partnership with clients to identify their objectives and deliver tailored suggestions and solutions that align with their needs.
Lead and execute client-facing consulting engagements, including:
Tran Code Reviews
Deposit Specification Reviews.
Exception Item Management (EIM) Reviews
Branch Specification Plan Consolidations
End-to-end Deposit Operational Reviews
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.
5+ years of hands-on experience with the Fiserv Premier Core and Premier applications.
Deep functional expertise in deposit products and operations, including:
Demand Deposit Accounts (DDA)
Savings and Money Market accounts
Certificates of Deposit (CDs)
Safe Deposit Boxes
Exception Item Processing and EIM workflows
Retirement Reporting Module
Customer Information File (CIF)
Transaction Management System (TMS)
Demonstrated experience conducting deposit-focused reviews, assessments, or consulting engagements.
Strong background in deposit operations analysis, including fee income, profitability assessment, and product performance evaluation.
Experience working with financial institution operations, back-office processing, and branch-level procedures.
Proven ability to assess complex configurations and translate findings into clear, actionable recommendations.
Willingness to travel domestically 20%-25% as needed for client engagements
You must currently possess valid and unrestricted U.S. work authorization to be considered for this role.

Fuel Your Life program to support physical, financial, social, and emotional well-being
Paid holidays and generous time away policies
No-cost mental health support through Employee Assistance Programs
Living Proof program to recognize your peers’ extra effort with points redeemable for rewards
Eight Employee Resource Groups to foster a collaborative culture and expand your network
Unparalleled professional growth with training, development, and internal mobility opportunities
Retirement planning and discounted shares with the Employee Stock Purchase Plan
Medical, dental, vision, life, and disability insurance options available day one
Tuition assistance and reimbursement program
Paid parental, caregiver, and military leave

Deposit Consultant

About this role