Deposit Growth Consultant

Job not on LinkedIn

🔥 1 hour ago

🐊 Florida – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

📈 Growth Marketing

🦅 H1B Visa Sponsor

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👻 Ghost score 10%

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Logo of Fiserv

Fiserv

10,000+ employees

Founded 1984

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

Fiserv is a leading global provider of financial services technology solutions. The company offers a wide range of services including payments and financial services technology for individuals, businesses, and financial institutions. Fiserv supports various sectors such as large enterprises, small businesses, financial institutions, credit unions, and the public sector with digital banking, payment processing, and commerce solutions. Their platforms enable fintech and software providers to integrate and monetize payments effectively. Additionally, Fiserv is committed to corporate social responsibility and has initiatives to support diverse and small businesses.

📋 Description

• Lead deposit growth consulting engagements from discovery through final delivery • Manage timelines, data requests, risks, deliverables, and stakeholder expectations • Facilitate workshops, interviews, and discovery sessions with financial institution leaders • Assess deposit portfolios, product structures, pricing strategies, customer behavior, competitive positioning, and market opportunities • Evaluate deposit offerings to identify growth, simplification, profitability, and customer engagement opportunities • Develop executive-ready presentations, reports, recommendations, and prioritized action plans • Present findings and recommendations to client leadership • Analyze financial, product, customer, market, and competitive data • Develop strategies for deposit acquisition, retention, balance growth, product penetration, pricing, cost of funds, fee income, and profitability • Support sales and business development efforts, proposals, solution discussions, and client presentations • Develop statements of work, project scopes, business requirements, effort estimates, and engagement approaches • Enhance consulting methodologies, analytical models, reporting, deliverables, and engagement capabilities • Develop reusable consulting templates, frameworks, tools, and 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

🎯 Requirements

• 5+ years of experience working with consumer, business, and/or commercial deposit products and services • 5+ years of experience in banking or the financial services industry • 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 executives, business leaders, operational stakeholders, and technical teams • Strong project management, organizational, problem-solving, and decision-making skills • Experience developing 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 • Bachelor’s degree in a relevant field preferred • Equivalent combination of education, banking experience, and consulting experience will be considered • Preferred knowledge of Fiserv core banking platforms, including DNA, Premier, Cleartouch, Precision, or Finxact • Preferred experience with SQL, Snowflake, Cognos, Power BI, or similar platforms

🏖️ Benefits

• Equal Opportunity Employer • Reasonable accommodation available for applicants with disabilities • Employment consideration without regard to protected characteristics

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