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Fiserv Client Partner V, Bank Solutions in Tulsa, Oklahoma

Position Description

What makes a fantastic Client Partner V?

As a Client Partner V within Bank Solutions, you will assume the leadership role in managing Fiserv overall business relationship with a small portfolio of large clients from a strategic and consultative perspective. Serving as the primary contact for the client’s executive and/ or senior level managers. You will be responsible for running and growing the overall relationship with key senior-level decision makers and influencers at assigned clients to build customer dedication and increase revenues.

You will also leverage Fiserv solutions to maximize client’s growth and profitability, utilizing various company resources to ensure client satisfaction, retention and increased profitability for Fiserv.

Your focus in this role will be on:

Client Relationship

  • You will develop effective relationships with the bank CEO/President, other key senior executive, and operational decision makers by actively meeting on-site. Understand the politics of client’s organization in order to appropriately influence decision makers.

  • You will understand bank’s business problems, strategic objectives, ambitious standing, and critical success factors to determine best solutions.

  • You will be responsible for using Fiserv internal resources, including business unit and corporate executives, to establish and maintain an effective relationship with the client.

  • Develop and document an Account Plan at least annually that includes the integration of other Fiserv business units, establish a course of action to accomplish specific goals, and take the lead on the Account Plan with other business units.

Client Retention

  • As a key component of the client’s Account Plan, you will help develop a plan to secure timely Service Agreement Renewals.

  • You will monitor client satisfaction, facilitate improvement as needed, and regularly stay in touch with client’s key partners.

  • Demonstrate industry trends and Fiserv competition knowledge to demonstrate Fiserv value proposition.

Revenue Maintenance & Growth

  • Understanding and promote Fiserv capabilities, solution sets and match those with client’s needs, ensuring that Fiserv increases wallet share with each client through cross sales and Theme 2 sales.

  • Additionally, you will understand the client’s business problems and strategic objectives; develop formal proposals for additional products & services that address the client.

  • Ensure a fair return on Fiserv services rendered by following up on any client receivables and negotiating a fair resolution on any items in question.

  • The above statements are intended only to describe the general nature of the job, and should not be construed as an all-inclusive list of position responsibilities.

Qualifications for consideration:

  • 7 plus in banking industry, with bank management and operations experience

  • 5 plus years of experience running and growing relationships with large/complex financial organizations

  • Confirmed ability to work with senior management or executives and requires minimal supervision and direction

  • Consistent record of accomplishment in attaining/exceeding of quota based metrics. Including competitive sales renewal ability

  • Strategic account planning experience required

  • Ability to travel 20% - 50%

Preferred qualifications for consideration:

  • Knowledge of Fiserv systems

  • Fundamental knowledge of computer systems including host-based systems, especially financial data processing systems highly desirable

  • Strong presentation skills

  • Bachelor's Degree is preferred

What is Bank Solutions?

In a world moving faster than ever before, Fiserv helps clients deliver solutions in step with the way people live and work today – financial services at the speed of life. With 24,000 associates, we help more than 12,000 clients worldwide create and deliver solutions to enable today's consumer to move and manage money with ease, speed and convenience. Our Aspiration is to move money and information in a way that moves the world. As a FORTUNE™ 500 company and one of FORTUNE Magazine World’s Most Admired Companies for the sixth consecutive year, we are committed to excellence and purposeful innovation.

In this role you will be aligned with solutions to our banking customers. We deliver comprehensive bank platforms and value-added products and services for community, mid-tier, and large financial institutions. We offer flexible technology solutions that enable financial institutions to quickly align to customers' expectations. With a modular approach to delivery, financial institutions can preserve platform investments while delivering both updated functionality and a consistent experience across channels.

From understanding consumer needs based on the latest research to analytics and advisory services that help identify growth opportunities from accounts, payments and industry data, we help clients access and act on data to create better outcomes

Fiserv bank platforms – Cleartouch, DNA, Precision, Premier, Signature – enable banks to efficiently manage a wide range of activities such as account opening, deposits, withdrawals, loans, customer information management, and general ledger and accounting tasks. Each Fiserv bank platform has unique capabilities, but they all help our clients improve customer service and streamline their back-office operations.

We welcome and encourage diversity in our workforce. We are an equal opportunity employer/disability/vet.

Explore the possibilities of a career with Fiserv and Find Your Forward with us.

Fiserv is an Equal Opportunity Employer/Disability/Vet. Visit for more information.