PS Advisory Services Consultant


Position Description

What does a great PS Advisory Services Consultant do?

The Client Consultant is responsible for assisting in complex product implementations, client consulting on and continued support of software and consulting services for the Fiserv product suite, with a focus on Risk Management and Compliance based software solutions. The Client Consultant performs analysis of client’s strategic goals and business requirements to provide the client with a detailed plan including system specifications for new product implementations, recommended standard methodologies for existing solutions and organizational/process changes. The Client Consultant works with clients to establish system requirements and provides training and assistance in the testing of multiple configuration scenarios. Additional task includes SQL scripting, and testing of custom configurations. Work will be performed both remotely and at client sites as determined in the initial discovery process. The Client Consultant will be responsible for managing projects to ensure proper execution. They will be responsible for coordinating with multiple business units within Fiserv and outside resources as the projects dictate.

As a Consultant, you can look forward to:

  • Prioritizing client business requirements
  • Coordinating with or serve as the project manager depending on the complexity of the project
  • Conducting interviews and analyzes projects to gain in-depth understanding of customer needs
  • Applying basic business knowledge and understanding of Fiserv systems to translate client’s requirements and needs into detailed system specifications and process recommendations
  • Providing data and analysis to identify workflow and business efficiencies, alternatives and gaps
  • Gathering, analyzing and documenting current practices, workflows and business needs
  • Configuring application parameters in several systems to meet client business requirements
  • Ensuring validation and testing of the solutions against business requirements
  • Developing and delivering client training
  • Providing written detailed project summary reports
  • Reviewing requirements from clients in relation to their business practices, and translate that information into system requirements, specifications and settings for software applications
  • Identifying and managing relevant project related issues for the assigned Bank Solutions FCRM applications
  • Communicating progress and any potential problems to manager for awareness and/or resolution
  • Developing and maintaining appropriate project artifacts, applying SDLC methodologies as appropriate
  • Completing all administrative duties (i.e. Clarity time reporting, expense diaries, etc.) as dictated by department policies
  • Maintaining the highest professional standards in all internal and client related activities

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.

Required Qualifications for Consideration:

  • High School Diploma required; Bachelor’s degree preferred
  • Certified Anti Money Laundering Specialist or Willingness to pursue Certification required
  • Proficiency with MS Office Suite
  • Solid experience in analyzing and solving complex technical problems.
  • Previously facilitated collaborative work sessions within teams and across teams both internally and client facing.
  • Analytical skills to assess client business need, identify solutions, and manage requirements across multiple projects.
  • Strong self-motivation with excellent time management skills, effectively managing multiple project assignments simultaneously to meet deadlines
  • Excellent communication (written and verbal) and presentation skills to facilitate participation in requirements gathering and training sessions
  • Strong organizational and interpersonal skills with good follow-up skills and attention to detail.
  • Flexibility to work after hours/on-call/weekends as needed
  • Travel – willingness to travel 20% to 30% as needed

Preferred Qualifications:

  • Previous customer service experience preferred
  • Knowledge and experience using Fiserv software solutions is preferred
  • Knowledge of the FCRM Financial Crimes Risk Management Suite is preferred
  • Ability to learn key aspects of various Fiserv software applications to consult with clients effectively
  • Financial industry experience is beneficial
  • BSA and AML related experience beneficial
  • Knowledge of SDLC methodologies such as waterfall and/or RUP preferred
  • Knowledge of Clarity Project Management Software is beneficial
  • Knowledge of financial services industry information systems preferred.
  • Exercise appropriate judgment/decision making skills to ensure client success.
  • Experience on a Fiserv Bank Solutions core banking system (Premier, Signature, Precision, Cleartouch)
  • Experience with  Business Analytics or Ivue

Learn more about Fiserv:

To support the total well-being of our associates, Fiserv takes a broad approach to our benefits. We offer a comprehensive benefits package that provides flexibility and affordability with a variety of medical, dental, vision, life insurance and disability options.

We are #FISVProud of our benefits and well-being programs. Our commitment to wellness, wellness education, preventive services and fitness activities are designed to meet you where you are.

Life moves fast. And as it does, we know most people aren’t thinking about “financial services” But we are.

We help people and businesses move money and information every minute of every day. Our solutions connect financial institutions, corporations, merchants and consumers to one another, millions of times a day, behind the scenes, reliably and securely.

We’re Fiserv, a global leader in Fintech and payments enabling innovative financial services experiences that are in step with the way people live and work today. The company’s approximately 44,000 associates proudly serve clients in more than 100 countries, so their customers, members and consumers can move money when and where they need it, at the point of thought.

Our Aspiration is to move money and information in a way that moves the world. As a FORTUNE™ 500 company and one of FORTUNE Magazine World’s Most Admired Companies for the seventh consecutive year, we are committed to excellence and purposeful innovation.

In this role you will be aligned with solutions to our banking customers. We deliver comprehensive bank platforms and value-added products and services for community, mid-tier, and large financial institutions. We offer flexible technology solutions that enable financial institutions to quickly align to customers' expectations. With a modular approach to delivery, financial institutions can preserve platform investments while delivering both updated functionality and a consistent experience across channels.

From understanding consumer needs based on the latest research to analytics and advisory services that help identify growth opportunities from accounts, payments and industry data, we help clients access and act on data to create better outcomes

Fiserv bank platforms – Cleartouch, DNA, Precision, Premier, Signature – enable banks to efficiently manage a wide range of activities such as account opening, deposits, withdrawals, loans, customer information management, and general ledger and accounting tasks. Each Fiserv bank platform has unique capabilities, but they all help our clients improve customer service and streamline their back-office operations.

We welcome and encourage diversity in our workforce. Fiserv is an Equal Opportunity Employer (Minorities/Females/Vets/Disabled/LGBT)

Explore the possibilities of a career with Fiserv and Find Your Forward with us.

Fiserv is an Equal Opportunity Employer/Disability/Vet. Visit for more information.

Job ID: 6121

Posted 9 days ago

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