Conversions - Advisor I

Fiserv•Milwaukee, WI

7d•$78,000 - $138,000•Onsite

About The Position

Conversions - Advisor I supports deposit conversion activities for financial institutions moving to the Cleartouch core banking platform from Fiserv. You will work directly with clients and internal conversion teams to analyze deposit data, validate conversion results, and prepare clients for implementation. This role helps ensure deposit servicing, business rules, and operational processes are aligned for accurate conversion outcomes.

Requirements

6+ years of experience in banking, deposit operations, deposit servicing, financial services implementations, or a related environment.
6+ years of experience analyzing deposit data, balancing portfolios, performing reconciliation, and researching exceptions in a banking or 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, related experience and/or military experience.
You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.

Nice To Haves

Experience supporting core banking conversions or implementation activities.
Experience working with checking, savings, certificate, and retirement deposit products.
Experience training clients or business users on operational workflows and system processes.
Experience with Cleartouch from Fiserv.

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, queries, and related outputs to investigate discrepancies, explain findings, and support issue resolution.
Partner with internal conversion teams and client stakeholders to align deposit servicing requirements, business rules, and operational processes.
Support deposit-related parameter setup within Cleartouch and translate source system data into target-state servicing requirements.
Travel to client locations to review conversion results, validate servicing data, and support implementation and go-live activities.

Benefits

Fuel Your Life program to support your physical, financial, social, and emotional well-being.
Paid holidays and generous time away policies.
No-cost mental health support through Employee Assistance Programs.
Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
Eight Employee Resource Groups to foster a collaborative culture and expand your network.
Unparalleled professional growth with training, development, and internal mobility opportunities.
Medical, dental, vision, life, and disability insurance options available from day one.
Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan.
Tuition assistance and reimbursement program.
Paid parental and military leave.