Fiserv

6 days ago

Conversions - Advisor I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Support deposit conversion activities for financial institutions moving to the Cleartouch core banking platform. You’ll analyze converted deposit data to validate mappings and reconciliation, lead onsite and remote client meetings, train client teams on deposit operations workflows, and investigate report/query discrepancies. Partner with internal conversion teams and client stakeholders to align servicing requirements and support implementation and go-live activities, including occasional travel.

Location: Milwaukee

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•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 and queries to investigate discrepancies, explain findings, and support issue resolution.
•Support deposit-related parameter setup in Cleartouch and translate source system data into target-state servicing requirements.

Travel: Low travel

Pay and Benefits

Salary: USD 78,000 - 138,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kTuition AssistancePaid HolidaysPaid Leave

Key Requirements

•6+ years of experience in banking, deposit operations, deposit servicing, financial services implementations, or a related environment.
•6+ years analyzing deposit data, balancing portfolios, performing reconciliation, and researching exceptions in a banking/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.
•Bachelor’s degree in business, finance, accounting, information systems, or a related field (or equivalent combination of education and experience).

Experience:6+ yearsFintechPaymentsBankingDeposit operationsFinancial servicesCore banking conversionsImplementation

Education:Bachelor's

Skills:Client-facing collaborationTrainingData analysisReconciliationIssue resolution

Tech Stack:CleartouchMicrosoft OfficeExcel

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Fiserv

Provides payments, processing services, risk management, and core banking technology to financial institutions, merchants, and businesses worldwide, enabling digital payments, account processing, and financial services integration.

Industry: Fintech Infrastructure

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Brookfield, United States

Founded: 1984

Website LinkedIn

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Fiserv

6 days ago

Conversions - Advisor I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: Milwaukee

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•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 and queries to investigate discrepancies, explain findings, and support issue resolution.
•Support deposit-related parameter setup in Cleartouch and translate source system data into target-state servicing requirements.

Travel: Low travel

Pay and Benefits

Salary: USD 78,000 - 138,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kTuition AssistancePaid HolidaysPaid Leave

Key Requirements

•6+ years of experience in banking, deposit operations, deposit servicing, financial services implementations, or a related environment.
•6+ years analyzing deposit data, balancing portfolios, performing reconciliation, and researching exceptions in a banking/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.
•Bachelor’s degree in business, finance, accounting, information systems, or a related field (or equivalent combination of education and experience).

Experience:6+ yearsFintechPaymentsBankingDeposit operationsFinancial servicesCore banking conversionsImplementation

Education:Bachelor's

Skills:Client-facing collaborationTrainingData analysisReconciliationIssue resolution

Tech Stack:CleartouchMicrosoft OfficeExcel

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Fiserv

Industry: Fintech Infrastructure

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Brookfield, United States

Founded: 1984

Website LinkedIn