Fiserv

MDI Relationship Manager

Fiserv$59K — $126K *
US-Anywhere
+ 7 other locationsRemote
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in client relationship management and strategy development.
  • Experience in banking, payments, or financial services with executive stakeholders.
  • Demonstrated success in consultative sales, contract renewals, and negotiations.
  • Proficient with Microsoft Office tools for communication and reporting.
  • Bachelor's degree in business, finance, marketing, or related field.

Responsibilities

  • Serve as primary contact for clients, cultivating relationships with executives.
  • Lead contract renewals and negotiations to ensure client retention.
  • Identify new revenue opportunities aligned with client business needs.
  • Collaborate with internal teams to meet client needs and operational goals.
  • Recommend growth solutions based on client strategy and financial performance.
  • Monitor and manage client satisfaction and portfolio performance.
  • Resolve client issues promptly to maintain strong relationships.

Benefits

  • Support for physical, financial, social, and emotional well-being through the Fuel Your Life program.
  • Generous paid holidays and time-off policies.
  • No-cost mental health support via Employee Assistance Programs.
  • Rewards program recognizing peer contributions.
  • Access to eight Employee Resource Groups for networking and collaboration.
  • Training and development opportunities for professional growth.
  • Comprehensive benefits package available from day one, including health insurance.
  • 401k match and Employee Stock Purchase Plan for retirement planning.
  • Tuition assistance and reimbursement available.
  • Paid parental and military leave.
Full Job Description
Job Title
MDI Relationship Manager

About your role:

As an MDI Relationship Manager, you will manage a portfolio of Minority Depository Institution clients through a strategic, consultative approach that strengthens executive relationships and advances business outcomes. You will work closely with client leaders, internal partners, and cross-functional teams to support retention, identify growth opportunities, and connect clients with solutions that improve performance, satisfaction, and long-term value.

What you'll do:
  • Serve as the primary point of contact for assigned clients and build relationships with executive and senior-level leaders to support long-term partnership success.
  • Lead contract renewals and renegotiations that retain client relationships and deliver profitable business outcomes.
  • Identify opportunities to expand revenue by aligning client needs, business priorities, and Fiserv solutions across multiple lines of business.
  • Partner with internal sales support, marketing, service, and account management teams to address client needs and support ongoing operations.
  • Collaborate with clients to understand their strategy, financial performance, and business goals, then recommend solutions that support growth and profitability.
  • Monitor client satisfaction, retention risk, and portfolio performance to meet or exceed goals for revenue, profit, and customer experience.
  • Maintain current knowledge of banking, payments, and financial services trends to support consultative client conversations and solution positioning.
  • Work with the Account Manager to help resolve client issues in a timely manner and maintain confidence in the overall relationship.


Experience you'll need to have:
  • 3+ years of experience managing and growing client relationships, including developing cross-functional strategies that drive revenue growth and retention.
  • Experience in banking, payments, or financial services environments working with client portfolios and executive stakeholders.
  • Experience leading consultative sales, contract renewals, and negotiations with a consistent record of closing business and delivering measurable results.
  • Experience using Microsoft Office tools, including Word, Excel, PowerPoint, and Outlook, to support client communication, reporting, and business planning.
  • Bachelor's degree or higher in business, finance, marketing, or a related field, or equivalent combination of education, related experience and/or military experience.


Experience that would be great to have:
  • Experience using Salesforce or a similar electronic customer relationship management platform.
  • Master's degree in business administration, finance, or a related field, or equivalent combination of education, related experience and/or military experience.
  • Bilingual communication skills that support relationship management across diverse client communities.


Travel: This role require frequent travel (50%+).

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.

Benefits at Fiserv:
  • Fuel Your Life program to support your physical, financial, social, and emotional well-being.
  • Paid holidays and generous time away policies.
  • No-cost mental health support through Employee Assistance Programs.
  • Living Proof program to recognize your peers' extra effort with points redeemable for rewards.
  • Eight Employee Resource Groups to foster a collaborative culture and expand your network.
  • Unparalleled professional growth with training, development, and internal mobility opportunities.
  • Medical, dental, vision, life, and disability insurance options available from day one.
  • Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan.
  • Tuition assistance and reimbursement program.
  • Paid parental and military leave.


Salary Range
$59,500.00 - $126,600.00

These pay ranges apply to employees in Massachusetts, California (excluding Sunnyvale) and District of Columbia. Pay ranges for employees in other states may differ.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

For commission eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan.

Thank you for considering employment with Fiserv. Please:

  • Apply using your legal name
  • Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

About Fiserv

CashEdge(R) provides infrastructure that global financial institutions rely on to extend their online channels and enhance customer profitability. CashEdge delivers secure Online Money Movement and Advanced Account Aggregation platforms that power specialized retail banking and advisor applications. These proven solutions enable CashEdge's clients to create compelling online offerings that attract customers, generate revenues, and reduce costs. CashEdge serves top-tier financial institutions around the world. Clients and partners include Vanguard, RBC Financial Group, CIBC, Yahoo! Finance, Digital Insight, First Data, TD Canada Trust, NYCE, Laurentian Bank, Financial Fusion and Corillian. CashEdge has offices in New York and Silicon Valley.

Fiserv Careers

Join the Fiserv team today and be part of a dynamic company known for innovation, leadership, and a commitment to the professional growth of its employees. At Fiserv, we offer more than just job opportunities; we provide a platform where skills are honed, leadership is cultivated, and career aspirations are achieved. Work You’ll Do At Fiserv, we are constantly on the lookout for talented individuals eager to thrive in a culture that fosters growth and diversity. Our team is composed of professionals who lead the way in financial services technology. By joining us, you will collaborate with some of the brightest minds in the industry, working together to solve complex challenges and deliver innovative solutions that impact millions of people every day. Explore Our Job Opportunities Whether you're seeking an entry-level position or a more senior role, Fiserv offers a range of career paths in areas such as software development, project management, financial analysis, and client services. Our hiring process is designed to identify and attract individuals who are not only technically proficient but who also embody our values of integrity and responsibility. Internship Programs Kickstart your career with a Fiserv internship. Our internships provide invaluable workplace experience and networking opportunities that often lead to full-time employment. As an intern, you’ll gain hands-on experience while working on meaningful projects that directly contribute to the company’s goals. Benefits and Culture Fiserv is committed to the well-being and continuous development of our employees. We offer competitive benefits including health, dental, and vision insurance, as well as opportunities for professional development through leadership training and diversity programs. Our culture is one of inclusion, where every team member is valued and has the opportunity to contribute to our success. Career Growth and Development We believe in nurturing the potential of our employees through career development initiatives and continuous learning opportunities. At Fiserv, you will find a supportive environment where you can grow your career through on-the-job experiences, mentoring, and formal training. Stay Connected Join Our Team Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with Fiserv today and help shape the future of financial services. Keep Up to Date Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Job Alert Emails Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Fiserv. Explore, innovate, and grow with Fiserv. Let your career journey begin here, where you can make a real difference in the world of finance.
Learn more about Fiserv
Size
44,000 employees
Market Cap
$63.4 billion
Industry
Net Income
$958 million
Founded
1984
5 Year Trend
+24.1%
Revenue
$14.8 billion
NASDAQ

Similar Jobs

More Jobs at Fiserv

More Finance & Insurance Jobs

Find similar MDI Relationship Manager jobs: