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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in deposit growth strategies, financial analysis, and client engagement within the banking and financial services industry. Proficient in developing actionable recommendations and executive presentations while managing complex consulting projects.
Highest-signal resume keywords
Deposit Growth Strategy DevelopmentFinancial Analysis and RecommendationsProject Management and OrganizationClient-Facing Consulting EngagementsMentoring and Coaching Team Members
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Data AnalysisProject Scope DevelopmentBusiness Requirements GatheringDeposit Product KnowledgePresentation DevelopmentSQL ProficiencyData Analysis with Power BIConsulting MethodologiesCompetitive Market AnalysisDeposit Portfolio Assessment
Soft Skills
Strong Communication SkillsProblem-Solving SkillsDecision-Making SkillsOrganizational SkillsMentoring Skills
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft OutlookFiserv Core Banking PlatformsSnowflakeCognos
Industry Keywords
BankingFinancial ServicesDeposit ProductsClient EngagementMarket TrendsRegulatory ConsiderationsCustomer Behavior AnalysisCompetitive PositioningBusiness DevelopmentConsulting Engagements
Tech Stack
Tools & technologiesCognosSQL
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Equal Opportunity Employer
- Reasonable accommodation available for applicants with disabilities
- Employment consideration without regard to protected characteristics