Deposit Growth Consultant

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.

Overview

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.

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.