Responsibilities
- Apply in-depth understanding of digital banking offerings in consumer and retail banking, including mobile and online platforms, digital onboarding, deposit services, payment systems, card solutions, lending processes, customer support tools, authentication methods, fraud detection, dispute resolution, alerts, and self-service workflows.
- Leverage knowledge of core consumer banking operations to assess how digital channels support checking and savings accounts, debit and credit cards, bill payments, ACH and wire transfers, customer complaints, dispute handling, transaction oversight, and service support.
- Communicate complex digital banking concepts clearly to stakeholders across business, product, operations, technology, risk, compliance, and customer experience domains to enable practical business outcomes.
- Evaluate how digital banking functions integrate with central banking systems, payment networks, CRM platforms, contact center software, identity verification tools, fraud detection systems, data analytics environments, controls frameworks, and legacy infrastructure.
- Navigate regulatory and risk management requirements related to digital banking, including data privacy, custody rules, compliance obligations, operational resilience, third-party oversight, recordkeeping standards, and governance frameworks.
- Assist clients in developing digital banking strategies, defining use cases, building business justifications, planning implementations, evaluating technology vendors such as Alkami, Bakebase, nCino, Terafina, Fiserv, Plaid, and FIS, designing pilots, testing solutions, and driving user adoption.
- Collaborate with leadership to grow client relationships through cross-selling, proposal development, commercial negotiations, and deep account insights across both new and existing client portfolios.
- Guide and mentor consultants and managers through goal setting, performance feedback, problem resolution, and professional development, while contributing to recruitment and team capability enhancement.
- Support organizational growth by sharing expertise, participating in internal initiatives, representing the firm in external forums, and demonstrating leadership through accountability and professional conduct.
Work Arrangement
Remote (City/Region) — NYC