Consultant

Lincoln Office - Lincoln, NE 68508

Help Financial Institutions Turn Growth Strategies into Results

At Haberfeld, we help financial institutions grow through a powerful combination of consulting, marketing, analytics, data, training, and technology. Our Consultants play a central role in helping clients implement and continually strengthen customer and member acquisition programs.

We are seeking an engaging, adaptable Consultant who can analyze client practices, guide productive conversations, deliver compelling presentations and training, and help financial institution teams execute effectively. This highly visible role works with everyone from presidents and CEOs to branch managers, personal bankers, and tellers.

This is an excellent opportunity for someone who enjoys variety, public speaking, problem-solving, and building trusted client relationships. The role includes significant travel throughout the United States and requires confidence working independently in changing environments.

What You'll Do

In this role, you will support clients from initial implementation through ongoing program refinement. You will serve as a facilitator, trainer, presenter, analyst, and trusted partner focused on helping each client achieve sustainable growth.

Client Consulting & Implementation

• Analyze client policies, procedures, and practices and recommend strategies that support successful program execution.
• Facilitate client discussions, build alignment, and help stakeholders reach consensus on opportunities for improvement.
• Lead implementation engagements for smaller clients, including implementation planning meetings.
• Build relationships with client leaders and employees at all levels of the financial institution.
• Partner with internal teams to deliver a coordinated, high-quality client experience.

Executive Presentations & Training

• Prepare and present customized materials for executive meetings, boardroom discussions, and employee training sessions.
• Deliver engaging classroom and webinar training using group activities, discussion, and dynamic presentation techniques.
• Translate observations and data into practical recommendations that client teams can act on.
• Create or adapt training materials to address client needs and program priorities.

Mystery Shopping & Client Insights

• Plan and conduct mystery shopping engagements at client financial institutions.
• Write comprehensive, accurate mystery shopping reports based on detailed observations.
• Edit and analyze mystery shopping findings to prepare executive summaries and supporting training materials.
• Present mystery shopping results, implications, and recommended actions to client executive management.

Team Contribution & Professional Execution

• Work as part of a dynamic, collaborative consulting team and communicate effectively across Haberfeld.
• Serve on internal committees and assist with training new team members, as requested.
• Independently coordinate air travel, hotels, rental cars, and ground transportation.
• Complete expense reports accurately and on time while managing multiple priorities and changing client needs.
• Maintain reliable attendance and professional presence in the Haberfeld office, virtually, and at client locations.

What Success Looks Like

In your first year, you will:

• Establish credibility with clients and internal partners through preparation, responsiveness, and sound judgment.
• Deliver clear, engaging executive presentations and training experiences that support client action.
• Produce accurate, insightful mystery shopping reports and recommendations.
• Effectively manage multiple client engagements, travel schedules, deadlines, and follow-up responsibilities.
• Help clients strengthen program execution and advance their customer or member acquisition goals.

Qualifications

We're less focused on checking every box and more focused on finding someone who is curious, capable, polished, and eager to help clients succeed.

Required

• Outstanding public speaking, facilitation, and interpersonal communication skills.
• Strong writing and editing skills, including command of grammar and punctuation.
• Ability to analyze business practices, identify opportunities, and solve problems creatively.
• Self-motivated and able to manage time, details, and competing priorities with limited supervision.
• Comfort working with executives, managers, and frontline employees in both formal and interactive settings.
• Working knowledge of Microsoft 365 applications and virtual meeting technology.
• Valid driver’s license and a driving record that supports rental car eligibility at standard rates.
• Ability and willingness to travel heavily throughout the 50 United States, frequently for four to five days at a time and occasionally for multiple consecutive weeks.
• Ability to independently navigate airports, rental vehicles, unfamiliar cities, and varied client locations.
• Ability to satisfy financial-institution screening requirements related to checking-account activity reporting services.
• Ability to handle heavy travel which is primary completed independently. Occasional weekend travel may be required.

Preferred

• Bachelor's degree in a related field.
• Two or more years of retail banking or retail credit union experience.
• Four or more years of professional training, facilitation, education, or comparable presentation experience.
• Experience consulting with financial institutions or supporting customer or member acquisition programs.
• Experience developing customized executive presentations, training materials, and webinars.

Why Haberfeld

We believe great people deserve great benefits and meaningful work. What We Offer:

• Competitive salary and incentive opportunities
• Employee Stock Ownership Plan (ESOP)
• 401(k)
• Medical, dental, and vision insurance
• Life and disability insurance
• Responsible Time Off (RTO)
• Paid pregnancy-related leave
• Paid parental bonding leave
• Nebraska Paid Sick leave
• Military leave
• Birthday holiday
• Company holidays
• Flexible hybrid work environment
• Onsite fitness facility
• Wellness programs
• Education benefit
• Free parking
• Summer early-out Fridays
• Employee Assistance Program (EAP)
• Financial planning resources

About Haberfeld

Haberfeld helps organizations achieve sustainable growth through a unique blend of consulting, analytics, training, technology, and marketing solutions. As an employee-owned company, we believe shared ownership leads to stronger commitment, better collaboration, and exceptional outcomes for our clients.

Our core values guide everything we do:

Integrity • Excellence • Collaboration • Curiosity • Joy in the Journey

Join Us

If you’re excited to apply your expertise in a collaborative, employee‑owned environment, we’d love to hear from you.

Apply today and help us build what’s next together.

Equal Employment Opportunity

Haberfeld Holdings, Inc. provides equal employment opportunity to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local law.

This posting is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice.