存款增长顾问
Deposit Growth Consultant
呼吁所有创新者在 Fiserv 找到你的未来。我们是 Fiserv,全球金融技术和支付领域的领导者，我们以一种方式移动资金和信息，让世界变得更动荡。我们每天连接金融机构，公司，商人和消费者数百万次，快速，可靠和安全地。你随时刷卡，通过手机应用程序支付或从银行提取钱，我们都参与其中。如果你想影响全球规模，请来到 Fiserv 做出改变。工作标题存款增长顾问概述 作为咨询服务的存款增长顾问团队的一个关键成员，你将帮助金融机构改善存款收购，保留，关系深度，产品利能力和整体财务绩效。你将结合行业专业知识，数据分析和战略咨询技能来确定机会，制定可行的建议，并通过推动可衡量的商业结果的举措引导客户。这一职位是经验丰富的银行专业人士理想的，他们可以独立分析复杂数据，领导客户参与度，与高管领导层沟通，并将见解转化为帮助金融机构实现其增长目标的实际战略。主要责任 客户参与和咨询 ·从发现到最终交付，管理时间表，数据请求，风险，输出物以及利益相关者的期望。·促进研讨会，面试和发现会议与高管，产品，运营，零售，商业和商业银行领袖。· 评估存款组合，产品结构，定价策略，客户行为，竞争性定位和市场机会。· 评估消费者，企业和商业存款提供的机会以确定增长，简化，利率提高和更强烈的客户参与度。· 制定针对每个客户目标的准备演示，报告，建议和优先行动计划。· 向客户领导提出发现和建议并促进决策讨论。数据分析和战略建议 ·分析财务，产品，客户，市场和竞争数据以确定收入和增长机会。·验证和协调客户数据，识别重要数据限制，并传达适当的假设。
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Calling all innovators – find your future at Fiserv.
We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
Job Title
Deposit Growth ConsultantOverview
As a key member of the Deposit Growth Consulting team within Advisory Services, you will help financial institutions improve deposit acquisition, retention, relationship depth, product profitability, and overall financial performance. You will combine industry expertise, data analysis, and strategic consulting skills to identify opportunities, develop actionable recommendations, and guide clients through initiatives that drive measurable business results.
This role is ideal for an experienced banking professional who can independently analyze complex data, lead client engagements, communicate with executive leadership, and translate insights into practical strategies that help financial institutions achieve their growth objectives.
Primary Responsibilities
Client Engagement and Consulting
· Lead deposit growth consulting engagements from discovery through final delivery, managing timelines, data requests, risks, deliverables, and stakeholder expectations.
· Facilitate workshops, interviews, and discovery sessions with executive, product, operations, retail, business, and commercial banking leaders.
· Assess deposit portfolios, product structures, pricing strategies, customer behavior, competitive positioning, and market opportunities.
· Evaluate consumer, business, and commercial deposit offerings to identify opportunities for growth, simplification, profitability improvement, and stronger customer engagement.
· Develop executive-ready presentations, reports, recommendations, and prioritized action plans tailored to each client’s objectives.
· Present findings and recommendations to client leadership and facilitate decision-making discussions.
Data Analysis and Strategic Recommendations
· Analyze financial, product, customer, market, and competitive data to identify revenue and growth opportunities.
· Validate and reconcile client data, identify material data limitations, and communicate assumptions appropriately.
· Translate complex data sets into meaningful business insights and practical recommendations.
· Develop strategies focused on deposit acquisition and retention, balance growth and mix, product penetration, relationship expansion, pricing, cost of funds, fee income, and profitability.
· Help clients prioritize initiatives based on expected business impact, resource requirements, implementation complexity, and organizational readiness.
Business Development and Practice Growth
· Support sales and business development efforts through discovery calls, solution discussions, proposals, and client presentations.
· Help develop statements of work, project scopes, business requirements, effort estimates, and engagement approaches.
· Identify appropriate follow-on services and expansion opportunities based on client needs uncovered during engagements.
· Contribute to team revenue objectives while maintaining high standards for client satisfaction and delivery quality.
Methodology and Team Development
· Partner with Advisory Services leadership to enhance consulting methodologies, analytical models, standardized reporting, deliverables, and engagement capabilities.
· Develop and maintain reusable consulting templates, frameworks, tools, and other practice assets.
· Mentor and support less experienced consultants and team members.
· Maintain awareness of deposit market trends, competitive practices, regulatory considerations, and emerging financial-services capabilities.
Required Qualifications
· 5+ years of experience working with consumer, business, and/or commercial deposit products and services, including experience in areas such as product design, pricing, implementation, marketing, portfolio management, or data analysis.
· 5+ years of experience in banking or the financial services industry; banking experience is strongly preferred.
· Demonstrated experience analyzing financial, product, customer, or operational data and converting findings into business recommendations.
· Experience leading client-facing projects, strategic initiatives, or consulting engagements from initiation through completion.
· Experience developing project scopes, business requirements, statements of work, and professional client deliverables.
· Strong communication and presentation skills, with the ability to engage effectively with C-level executives, business leaders, operational stakeholders, and technical teams.
· Strong project management, organizational, problem-solving, and decision-making skills in complex or ambiguous situations.
· Experience developing clear, executive-ready findings, recommendations, presentations, and implementation roadmaps.
· Experience mentoring, coaching, or training less experienced team members.
· Proficiency with Microsoft Excel, PowerPoint, Outlook, and related Microsoft Office applications.
Preferred Qualifications
· Experience in banking consulting, advisory services, or management consulting.
· Knowledge of deposit applications within one or more Fiserv core banking platforms, including DNA, Premier, Cleartouch, Precision, or Finxact.
· Experience working with and presenting to executive management at financial institutions.
· Knowledge of deposit pricing, relationship pricing, relationship rewards, product profitability, treasury services, analyzed accounts, or balance growth strategies.
· Experience with analytical and reporting tools such as SQL, Snowflake, Cognos, Power BI, or similar platforms.
· Experience supporting sales pursuits, opportunity development, proposal development, or consulting solution design.
Education
· Bachelor’s degree in business, finance, economics, analytics, marketing, banking, or a related field preferred.
· An equivalent combination of education, banking experience, and consulting experience will be considered.
Success in This Role
· Independently lead well-structured consulting engagements and consistently deliver high-quality work.
· Build trusted relationships with financial institution executives and key stakeholders.
· Convert complex financial and customer information into clear, actionable recommendations.
· Help clients identify and prioritize opportunities that improve deposit growth and financial performance.
· Identify appropriate growth opportunities for clients and the Deposit Growth Consulting practice.
· Contribute to the continued development of standardized, scalable consulting capabilities.
Typical Engagements
· Deposit growth assessments and portfolio reviews
· Consumer, small business, and commercial deposit product strategy
· Product and pricing reviews
· Relationship pricing and relationship rewards strategy
· Product rationalization and simplification
· New-account and onboarding optimization
· Deposit market and competitive analysis
Product profitability, cost-of-funds, and balance-mix reviews
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Massachusetts, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island, Vermont, Virginia, Maine or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate.
Thank you for considering employment with Fiserv. Please:
- Apply using your legal name
- Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
Our commitment to Equal Opportunity:
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information.
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Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
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Originally posted on Himalayas