Position Purpose:

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, the Client Partner is responsible for managing and growing the overall relationship with key senior-level decision makers and influencers at assigned clients to create customer loyalty and increase revenues.

As a Client Partner V, you will leverage Fiserv solutions to maximize client’s growth and profitability, utilizing various company resources to ensure client satisfaction, retention and increased profitability for Fiserv.  

Primary Responsibilities:

Client Relationship

  • Establish and maintain effective relationships with the bank CEO/President and other key senior executive and operational decision makers by proactively meeting on-site. Understand the politics of client’s organization in order to appropriately influence decision makers.
  • Understand bank’s business problems, strategic objectives, competitive standing, and critical success factors to determine the best solutions.
  • Leverage Fiserv internal resources, including business unit and corporate executives, to establish and maintain an effective relationship with the client.
  • Utilize consultative approach to demonstrate our desire to maximize client’s growth & profitability.
  • 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.
  • Promote client attendance at Fiserv sponsored events such as National Management Conferences, Regional Client Conferences, User Group meetings and focus group meetings.

Client Retention

  • As a key component of the client’s Account Plan, develop a plan to secure timely Service Agreement Renewals.
  • Monitor client satisfaction, facilitate improvement as needed, and regularly stay in touch with client’s key stakeholders.
  • Leverage industry trends and Fiserv competition knowledge to demonstrate Fiserv value proposition.

Revenue Maintenance & Growth

  • Understand 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.
  • Understand the client’s business problems and strategic objectives; develop formal proposals for additional products & services that address the client’s needs.
  • 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.

Minimum Job Qualifications:


  • Bachelor's Degree is preferred.

Job Related Experience:

  • 7 years in banking industry, with bank management and operations experience.
  • 3 to 5 years of experience managing and growing relationships with large/complex financial organizations.

Additional Requirements:

  • Proven ability to interface with senior management or executives and requires minimal supervision and direction.
  • Competitive sales renewal ability.
  • Proven track record in attaining/exceeding of quota based metrics
  • Strategic account planning experience required
  • Strong presentation skills
  • Excellent communication skills that include internal communication of client opportunities, issues, escalations and external communication that includes key Fiserv messages
  • Demonstrated leadership coupled with strong business acumen
  • Requires ability to influence at multiple levels internally and externally to accomplish business goals
  • Travel is required
  • Proficiency in working with Microsoft tools: Word, Excel, PowerPoint and Outlook.

Preferred Qualifications:

  • Additional special training in banking is highly desirable.
  • Knowledge of Fiserv systems is helpful.
  • Fundamental knowledge of computer systems including host-based systems, especially financial data processing systems highly desirable.

Job ID 4866710

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