Responsibilities
- Apply in-depth understanding of digital banking offerings in consumer and retail banking, covering mobile and online platforms, account origination, deposit services, payment systems, credit products, card solutions, customer support workflows, security protocols, fraud detection, dispute resolution, alerting mechanisms, and self-service functionalities.
- Leverage knowledge of retail banking operations to assess how digital channels support core offerings such as transaction and savings accounts, payment cards, electronic bill payment, ACH and wire transfers, customer complaints, dispute handling, transaction oversight, and service support.
- Communicate complex digital product, technology, and operational ideas clearly to diverse stakeholders including business, product, operations, IT, risk, compliance, and customer experience teams.
- Evaluate how digital banking components integrate with central banking systems, payment networks, CRM platforms, contact centers, identity verification tools, fraud management systems, data analytics environments, control frameworks, and outdated infrastructure.
- Interpret regulatory and risk requirements impacting digital banking, including asset custody, record retention, compliance mandates, operational and third-party risk, data protection standards, system resilience, and governance protocols.
- Assist clients in developing digital banking strategies, defining use cases, building business justifications, designing implementation plans, evaluating technology vendors or platforms (e.g., Alkami, Bakebase, nCino, Terafina, Fiserv, Plaid, FIS), structuring pilots, testing methodologies, and adoption roadmaps.
- Support business growth by helping expand client relationships through market insights, cross-selling opportunities, proposal creation, commercial negotiations, and relationship management with both new and existing accounts.
- Lead, guide, and evaluate junior consultants and managers, establish performance goals, deliver constructive feedback, resolve team issues, and support hiring and skill development initiatives.
- Support organizational leadership by sharing industry insights, participating in internal programs, representing the firm in external forums, and demonstrating professional conduct, accountability, and leadership through actions.
Work Arrangement
Remote (City/Region) — NYC