The Financial Services Consultant supports community bank core conversions, system optimization, and related project work. This role works closely with bank stakeholders and internal BTP leadership to deliver structured, high-quality outcomes aligned with client agreements and project plans.

Key Responsibilities

• Support community bank core conversions with a primary focus on Fiserv Premier and related Fiserv platforms.
• Map, validate, reconcile, and analyze data between legacy and target systems using Fiserv provided tools and industry best practices.
• Partner directly with community bank operations, IT, lending, deposit operations, and executive leadership teams to identify and resolve operational and system challenges.
• Assist with conversion planning, data cleanup, testing cycles, issue tracking, user acceptance testing, and go live activities.
• Support project coordination and project management activities in alignment with client Master Service Agreements (MSAs), Statements of Work (SOWs), project plans, and timelines.
• Serve as a liaison between clients, Fiserv, and third-party vendors to facilitate communication, issue resolution, and successful project execution.
• Help financial institutions maximize the value of their technology investments through system optimization, process improvement, and operational best practices.
• Create and maintain project documentation, business requirements, testing scripts, procedures, meeting notes, training materials, and workflow diagrams.
• Support software implementations, enhancement projects, operational reviews, and strategic consulting engagements.
• Track project risks, issues, action items, and milestones while providing regular status updates to clients and internal leadership.
• Participate in client meetings, onsite workshops, training sessions, and go live support activities as needed.
• Travel periodically to client sites throughout the United States.
• Perform miscellaneous administrative and consulting duties as assigned.

Required Qualifications

• Hands on experience with Fiserv Premier or other Fiserv core and ancillary products.
• Prior experience with core conversions, software implementations, data mapping, system integrations, or banking technology projects.
• Strong understanding of community bank operations, including deposit operations, customer service, lending, payments, or related areas.
• Strong attention to detail and ability to manage multiple priorities simultaneously.
• Excellent written and verbal communication skills with the ability to translate technical concepts into business-friendly language.
• Strong analytical, problem solving, and critical thinking skills.
• Ability to work independently in a client facing consulting role while collaborating effectively with team members and stakeholders.
• Comfortable working in a remote first environment with minimal supervision.
• Proficiency with Microsoft Office Suite, Microsoft Teams, Excel, and project management tools.
• Willingness to travel as required to support client engagements.

Preferred Qualifications

• Experience with Fiserv Premier conversions or implementations.
• Experience working for a community bank, credit union, banking technology provider, or consulting firm.
• Project management experience leading or supporting technology and operational initiatives.
• PMP, CAPM, AAP, Agile, Lean Six Sigma, or other relevant certifications.
• Knowledge of banking regulations, operational risk management, and audit processes.
• Experience with process improvement, business analysis, testing management, or vendor management.

Compensation & Benefits

• Compensation is based on experience and role scope.
• Benefits eligibility varies by employment status and will be discussed during the hiring process.

Employment Terms

Employment with Banking Tech Partners is at-will, where applicable.

Equal Opportunity & Accommodation

Banking Tech Partners is an equal opportunity employer and provides reasonable accommodations in accordance with applicable law.