Deposit Growth Consultant
Core
Lead deposit growth consulting engagements for financial institutions to improve deposit acquisition, retention, relationship depth, and profitability.
Role type
Senior IC deposit growth consultant
Builds
Strategic recommendations, executive presentations, and prioritized action plans for financial institutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
deposit product expertise, data analysis, client engagement, strategic consulting, project management, executive communication, mentoring
Preferred skills
banking consulting experience, core banking platform knowledge (DNA, Premier, Cleartouch, Precision, Finxact), pricing strategy expertise, SQL/Snowflake/Power BI proficiency, sales support experience
Technologies
Microsoft Excel, PowerPoint, Outlook, SQL, Snowflake, Cognos, Power BI
Responsibilities
Lead consulting engagements from discovery to delivery; facilitate workshops with executive leadership; assess deposit portfolios and pricing strategies; analyze financial and customer data; develop executive-ready presentations and action plans; support business development and proposal efforts; mentor team members.
Seniority
Senior, hands-on IC