Fiserv Client Executive III, Treasury Management in Des Moines, Iowa

Position Description

What does a great Client Executive III, Treasury Management do?

As a Client Executive within the Commercial Banking Team's Treasury Management group, you will serve as the primary contact for the Client’s C Suite and/or senior level managers. You will be responsible for managing and growing the overall relationship with key senior-level decision makers and influencers at assigned clients to ensure client likelihood to recommend our solutions and increase revenues.

As a Client Executive III, you will have two areas of focus:

Relationship Management:

  • You will conducts regular status and strategy meetings with the client's senior management to understand their needs and link them to Fiserv’s product/service strategies.

  • You are responsible for client satisfaction, revenue and transaction growth, with a focus on profitability improvements aligned with Commercial Services’ objectives

  • We want you to serves as the client advocate internally to direct resources and activities within the business unit.

  • We also need you to effectively communicate the “voice of the client” across various function areas.

  • Serves as an industry expert (cash management); including communicating relevant industry trends and best practices to clients that ultimately create demand for Commercial Services’ products and services.

Growing the Business:

  • You will creates Client account plans that will set strategic direction, up-tier relationships within client accounts, and drive the business; collaborates and provides input on Enterprise plans where applicable

  • We need you to be responsible for proactively conducting analysis of clients, business metrics and research to optimize product activity that will drive value for our Clients.

  • You will be conducting account reviews for internal executive management against account plan progress

  • You will need to effective forecast and budget key metrics for assigned customer accounts

  • Responsible for identifying and capitalizing on expansion opportunities within existing accounts and up-selling products/services in collaboration with the sales team

  • You will drives and manages contract renewal process for client contracts and maximizes return for Fiserv

Qualifications for Consideration:

  • Minimum of 7 years of sales or account management experience in a business-to-business environment; with 3+ years of experience in the Treasury (cash) Management Industry

  • Must have proven track record in attaining/exceeding quota based metrics

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

  • Strong presentation skills

  • Demonstrated leadership and management skills coupled with strong business acumen

  • Strategic account planning experience

  • Ability to travel 20%

Preferred qualifications for consideration:

  • Bachelor's degree is desired

  • Certified Treasury Professional

About the Business

Our treasury management solutions are designed to address the needs of organizations managing cash and other assets across the globe. The primary goal of our solutions is to maximize investments and grow the corporate treasury.

These solutions increase operational efficiencies while eliminating unnecessary capital expenditures, reducing costs and improving and minimizing losses due to fraud – all while meeting the needs of your business customers and growing your revenue base.

Fiserv is an Equal Opportunity Employer/Disability/Vet.

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