Conversions Advisor I
Milwaukee, WI - USA
Job Summary
Calling all innovators - find your future at Fiserv.
Were Fiserv a global leader in Fintech and payments and we move money and information in a way that moves the world. We connect financial institutions corporations merchants and consumers to one another millions of times a day - quickly reliably and securely. Any time you swipe your credit card pay through a mobile app or withdraw money from the bank were involved. If you want to make an impact on a global scale come make a difference at Fiserv.
Job Title
Conversions - Advisor IAbout your role:
Conversions - Advisor I supports deposit conversion activities for financial institutions moving to the Cleartouch core banking platform from Fiserv. You will work directly with clients and internal conversion teams to analyze deposit data validate conversion results and prepare clients for implementation. This role helps ensure deposit servicing business rules and operational processes are aligned for accurate conversion outcomes.
What youll do:
- Analyze converted deposit data to validate mapping results setup accuracy balancing reconciliation and operational readiness.
- Lead onsite and remote client meetings to review conversion requirements discuss findings and coordinate implementation activities.
- Train client teams on deposit operations workflows back-office servicing processes and day-to-day use of the Cleartouch platform.
- Review deposit reports queries and related outputs to investigate discrepancies explain findings and support issue resolution.
- Partner with internal conversion teams and client stakeholders to align deposit servicing requirements business rules and operational processes.
- Support deposit-related parameter setup within Cleartouch and translate source system data into target-state servicing requirements.
- Travel to client locations to review conversion results validate servicing data and support implementation and go-live activities.
- Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.
Experience youll need to have:
- 6 years of experience in banking deposit operations deposit servicing financial services implementations or a related environment.
- 6 years of experience analyzing deposit data balancing portfolios performing reconciliation and researching exceptions in a banking or financial services setting.
- Experience using Microsoft Office including Excel to analyze data review reports and support issue resolution.
- Experience working with banking platforms reporting tools query tools or similar systems used for validation implementation or servicing activities.
- Bachelors degree in business finance accounting information systems or a related field or equivalent combination of education related experience and/or military experience.
Experience that would be great to have:
- Experience supporting core banking conversions or implementation activities.
- Experience working with checking savings certificate and retirement deposit products.
- Experience training clients or business users on operational workflows and system processes.
- Experience with Cleartouch from Fiserv.
How youll work:
- This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity.
- This role requires use of a computer and audio equipment.
Travel:
This role requires occasional travel (up to 10%). Approximately 10% travel off-site or to other office locations is expected.
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
$78000.00 - $138000.00These pay ranges apply to employees in New Jersey and New York. Pay ranges for employees in other states may differ.
It is unlawful to discriminate against a prospective employee due to the individuals status as a veteran.
For incentive eligible associates the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Companys sole discretion.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).
Our commitment to Equal Opportunity:
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion national origin gender gender identity sexual orientation age disability protected veteran status or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process please contact. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiservs Disability Accommodation Policy for additional information.
Note to agencies:
Fiserv does not accept resume submissions from agencies outside of existing do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
Warning about fake job posts:
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Required Experience:
Unclear Seniority
About Company
Fiserv is a global fintech and payments company with solutions for banking, global commerce, merchant acquiring, billing and payments, and point-of-sale.