MDI Relationship Manager
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About Your Role
As an MDI Relationship Manager, you will manage a portfolio of Minority Depository Institution clients through a strategic, consultative approach that strengthens executive relationships and advances business outcomes. You will work closely with client leaders, internal partners, and cross-functional teams to support retention, identify growth opportunities, and connect clients with solutions that improve performance, satisfaction, and long-term value.
Responsibilities
- Serve as the primary point of contact for assigned clients and build relationships with executive and senior-level leaders to support long-term partnership success.
- Lead contract renewals and renegotiations that retain client relationships and deliver profitable business outcomes.
- Identify opportunities to expand revenue by aligning client needs, business priorities, and Fiserv solutions across multiple lines of business.
- Partner with internal sales support, marketing, service, and account management teams to address client needs and support ongoing operations.
- Collaborate with clients to understand their strategy, financial performance, and business goals, then recommend solutions that support growth and profitability.
- Monitor client satisfaction, retention risk, and portfolio performance to meet or exceed goals for revenue, profit, and customer experience.
- Maintain current knowledge of banking, payments, and financial services trends to support consultative client conversations and solution positioning.
- Work with the Account Manager to help resolve client issues in a timely manner and maintain confidence in the overall relationship.
Requirements
- 3+ years of experience managing and growing client relationships, including developing cross-functional strategies that drive revenue growth and retention.
- Experience in banking, payments, or financial services environments working with client portfolios and executive stakeholders.
- Experience leading consultative sales, contract renewals, and negotiations with a consistent record of closing business and delivering measurable results.
- Experience using Microsoft Office tools, including Word, Excel, PowerPoint, and Outlook, to support client communication, reporting, and business planning.
- Bachelor's degree or higher in business, finance, marketing, or a related field, or equivalent combination of education, related experience and/or military experience.
Qualifications
- Experience using Salesforce or a similar electronic customer relationship management platform.
- Master's degree in business administration, finance, or a related field, or equivalent combination of education, related experience and/or military experience.
- Bilingual communication skills that support relationship management across diverse client communities.
Travel: This role requires frequent travel (50%+).
You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas or requiring sponsorship will not be considered.
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.
Pay
Salary Range: $59,500.00 - $126,600.00. These pay ranges apply to employees in Massachusetts, California (excluding Sunnyvale), and District of Columbia. Pay ranges for employees in other states may differ. For commission-eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan.