Premier Deposit Consultant
BentoBox
Nebraska, USA · Lincoln, NE, USA · Remote
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Job Title
Premier Deposit ConsultantJob Purpose: The Advisory Service team is a specialized group of Subject Matter Experts supporting various product lines across Fiserv. The role of Premier Deposit Core Consultant is pivotal in enhancing the performance, learning, and interactions between the Advisory Service team and our esteemed clients, partners, and consumers. This is an excellent opportunity for you to leverage your expertise in strategic planning and client engagement to drive success, ensure quality service delivery, and enhance client satisfaction.
This role is primarily project-focused and is responsible for leading and executing Tran Code Review projects, Deposit Specification Reviews, Exception Item Management (EIM) Reviews, Branch Specification Plan Consolidations, and comprehensive Deposit Operational Reviews. The consultant partners closely with client leadership and operations teams to assess current-state processes, identify gaps and risks, and provide practical, actionable recommendations aligned with best practices and business objectives.
Essential Job Responsibilities:
- 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.
Required Qualifications:
Education:
- Preferred bachelor's degree in business administration, Finance, or equivalent work experience.
Job-Related 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.
Travel Requirements:
- Willingness to travel domestically 20%-25% as needed for client engagements
- 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
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 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.
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