MDI Relationship Manager
Core
Manage a portfolio of Minority Depository Institution (MDI) clients through a strategic, consultative approach to strengthen executive relationships and advance business outcomes.
Role type
Senior Account Relationship Manager (Financial Services)
Builds
Client retention, revenue growth, and profitable business outcomes for MDI clients
Domain
Banking, Payments, Financial Services
Deliverable
client delivery
Required skills
consultative sales, contract negotiation, portfolio management, executive relationship building, strategic planning, financial performance analysis, solution positioning
Preferred skills
Salesforce proficiency, bilingual communication
Technologies
Microsoft Office (Word, Excel, PowerPoint, Outlook), Salesforce
Responsibilities
Serve as primary point of contact for assigned clients and build relationships with executive leaders; Lead contract renewals and renegotiations; Identify opportunities to expand revenue by aligning client needs with Fiserv solutions; Partner with internal teams to address client needs; Collaborate with clients to understand strategy and recommend growth solutions; Monitor client satisfaction, retention risk, and portfolio performance; Maintain knowledge of banking and payments trends.
Seniority
Mid-Senior, hands-on IC
