Deposit Growth Consultant

This is a fully remote position, open to applicants in Florida.

📋 Description

• Lead consulting projects focused on deposit growth from initial discovery to final delivery.

• Oversee timelines, data requests, risk management, deliverables, and stakeholder expectations.

• Conduct workshops, interviews, and discovery sessions with leaders in financial institutions.

• Evaluate deposit portfolios, product frameworks, pricing strategies, customer behaviors, competitive positioning, and market opportunities.

• Analyze deposit offerings to pinpoint opportunities for growth, simplification, profitability, and customer engagement.

• Create executive-ready presentations, reports, recommendations, and prioritized action plans.

• Present findings and recommendations to client leadership.

• Analyze financial, product, customer, market, and competitive data.

• Devise strategies for deposit acquisition, retention, balance growth, product penetration, pricing, cost of funds, fee income, and profitability.

• Assist in sales and business development efforts, proposals, solution discussions, and client presentations.

• Develop statements of work, project scopes, business requirements, effort estimates, and engagement strategies.

• Enhance consulting methods, analytical models, reporting, deliverables, and engagement capabilities.

• Create reusable consulting templates, frameworks, tools, and practice assets.

• Mentor and support less experienced consultants and team members.

• Stay informed on deposit market trends, competitive practices, regulatory considerations, and emerging capabilities in financial services.

⛳️ Requirements

• 5+ years of experience with consumer, business, and/or commercial deposit products and services.

• 5+ years of experience in banking or the financial services sector.

• Proven experience in analyzing financial, product, customer, or operational data and translating findings into actionable business recommendations.

• Demonstrated experience leading client-facing projects, strategic initiatives, or consulting engagements from start to finish.

• Experience in developing project scopes, business requirements, statements of work, and professional client deliverables.

• Excellent communication and presentation skills for engaging with executives, business leaders, operational stakeholders, and technical teams.

• Strong project management, organizational, problem-solving, and decision-making abilities.

• Experience in producing executive-ready findings, recommendations, presentations, and implementation roadmaps.

• Prior experience in mentoring, coaching, or training junior team members.

• Proficient in Microsoft Excel, PowerPoint, Outlook, and other related Microsoft Office applications.

• Bachelor’s degree in a relevant field is preferred.

• Equivalent combinations of education, banking experience, and consulting experience will be taken into account.

• Preferred knowledge of Fiserv core banking platforms, including DNA, Premier, Cleartouch, Precision, or Finxact.

• Preferred familiarity with SQL, Snowflake, Cognos, Power BI, or similar platforms.

🏝️ Benefits

• Equal Opportunity Employer.

• Reasonable accommodations available for applicants with disabilities.

• Employment consideration without regard to protected characteristics.