Fiserv Client Partner IV in Chicago, Illinois

Position Description

Position Purpose

Assume the leadership role in managing Fiserv overall business relationship with a small portfolio of large clients from a strategic and consultative perspective. Serving as the primary contact for the client’s executive and/ or senior level managers, the Client Partner is responsible for managing and growing the overall relationship with key senior-level decision makers and influencers at assigned clients to create customer loyalty and increase revenues.

The Client Partner will leverage Fiserv solutions to maximize client’s growth and profitability, utilizing various company resources to ensure client satisfaction, retention and increased profitability for Fiserv.

Primary Responsibilities:

/Client Relationship/

  • Establish and maintain effective relationships with the bank CEO/President and other key senior executive and operational decision makers by proactively meeting on-site. Understand the politics of client’s organization in order to appropriately influence decision makers.

  • Understand bank’s business problems, strategic objectives, competitive standing, and critical success factors to determine the best solutions.

  • Leverage Fiserv internal resources, including business unit and corporate executives, to establish and maintain an effective relationship with the client.

  • Utilize consultative approach to demonstrate our desire to maximize client’s growth & profitability.

  • Develop and document an Account Plan at least annually that includes the integration of other Fiserv business units, establish a course of action to accomplish specific goals, and take the lead on the Account Plan with other business units.

  • Promote client attendance at Fiserv sponsored events such as National Management Conferences, Regional Client Conferences, User Group meetings and focus group meetings.

/Client Retention/

  • As a key component of the client’s Account Plan, develop a plan to secure timely Service Agreement Renewals.

  • Monitor client satisfaction, facilitate improvement as needed, and regularly stay in touch with client’s key stakeholders.

  • Leverage industry trends and Fiserv competition knowledge to demonstrate Fiserv value proposition.

/Revenue Maintenance & Growth/

  • Understand and promote Fiserv capabilities, solution sets and match those with client’s needs, ensuring that Fiserv increases wallet share with each client through cross sales and Theme 2 sales.

  • Understand the client’s business problems and strategic objectives; develop formal proposals for additional products & services that address the client’s needs.

  • Ensure a fair return on Fiserv services rendered by following up on any client receivables and negotiating a fair resolution on any items in question.

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.

Minimum Job Qualifications:

/Education: /

  • Bachelor's Degree is preferred.

/Job Related Experience:/

  • 5+ years of experience managing and growing relationships with large/complex financial organizations.

/Additional Requirements:/

  • Proven ability to interface with senior management or executives and requires minimal supervision and direction.

  • Competitive sales renewal ability.

  • Proven track record in attaining/exceeding of quota based metrics

  • Strategic account planning experience required

  • Strong presentation skills

  • Excellent communication skills that include internal communication of client opportunities, issues, escalations and external communication that includes key Fiserv messages

  • Demonstrated leadership coupled with strong business acumen

  • Requires ability to influence at multiple levels internally and externally to accomplish business goals

  • Travel is required

  • Proficiency in working with Microsoft tools: Word, Excel, PowerPoint and Outlook.

Preferred Qualifications:

  • Additional special training in banking is highly desirable.

  • Knowledge of Fiserv systems is helpful

  • Fundamental knowledge of computer systems including host-based systems, especially financial data processing systems highly desirable



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