Original listing text, shown exactly as published by the company.
Essential Job Responsibilities
- Act in partnership with clients to identify their objectives and deliver tailored suggestions and solutions that align with their needs.
- Lead training sessions and facilitate best practice discussions with client groups, both onsite and virtually, to enhance their understanding and utilization of the Premier Core system.
- 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.
Education
- Preferred bachelor's degree in business administration, Finance, or equivalent work experience.
Job-Related Experience
- 3-5 years of experience with Fiserv Premier applications, particularly in Loan Accounting System, Collateral Accounting System, Customer Information File, Transaction Management system, Collateral, Tran Codes, Interest 3 method, Escrow, Premier Loan Specification, and extensive experience in Loan operations, including analysis and profitability assessments of deposit accounts.
- 2-5 years of experience in banking operations and back-office functions, specifically related to deposits and account management.
- Minimum of three years in client/customer service support roles; training experience is a plus.
Travel Requirements
- Willingness to travel domestically 40% to 65% of the time.
Sponsorship: You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.
