Solution Consultant – Interactive, Branch

Role Overview

• Act as a trusted advisor to prospective and existing clients, understanding their branch transformation needs and challenges.
• Represent our Channel Services Platform (CSP) throughout the sales process by preparing and delivering effective demonstrations, presentations and technical workshops reflective of client and prospect strategic goals and key business drivers for Digital Banking as it relates to the retail and business experience.
• Understand our CSP strategic direction and roadmap; present current and future functionality tied to business value; and communicate updates to the Sales and Partner teams.
• Work closely with the sales team to provide pre-sales technical expertise, including responding to RFPs/RFIs.
• Collaborate with product management and development teams to relay customer feedback and influence future product enhancements.
• Assist in the implementation process by ensuring the proposed solutions align with client expectations and technical requirements.
• Develop and maintain strong relationships with key stakeholders at financial institutions.
• Stay up to date on branch transformation trends, regulatory requirements, and emerging technologies to provide thought leadership.
• Provide answers to questions about our Channel Services Platform and strategy as they are presented by prospects, clients, and internal team members via a portal.
• Create and maintain up-to-date resources for others with the organization. This is inclusive of but not limited to PowerPoint presentations, recorded sales demonstrations, industry articles, and the interactive sales demo.
• Convey customer and prospect feedback specific to the Interactive Teller and Branch solutions, amongst other solutions, to the broader team through proactive and ongoing communication.
• Be an advocate within the field to articulate the Platform’s strategic direction and priorities to deliver an outstanding financial institution and end user experience.

Requirements

• Bachelor’s degree in Computer Science, Information Technology, Business, or a related field.
• 3-7 years of experience in a Solution Consulting, Pre-Sales, or Business Analyst role within the interactive teller, branch or fintech industry.
• Excellent presentation and communication skills, with the ability to translate technical concepts into business value.
• Experience with cloud-based banking solutions, mobile banking, payments, and security best practices is a plus.
• Ability to convey authority and expertise to effectively work with prospects and clients in speaking about cash management operations including ACH/wires processing, cash flow forecasting, transaction management, settlement/reconciliation, etc.
• Excellent and proven presentation skills for both onsite and virtual delivery.
• Strong organizational, collaboration, and written/oral communication skills.
• Solid time management skills with the ability to work independently.
• Ability to work collaboratively in a fast-paced, client-facing environment.
• Willingness to travel as needed.

Tech Stack

• Cloud

Benefits

• Health insurance
• Flexible working hours
• Professional development
• Paid time off