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Senior Functional Consultant – Commercial Banking

Job not on LinkedIn

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $81.6k - $138.7k / year

⏰ Full Time

🟠 Senior

💼 Consultant

Where this job comes from

Posted on nCino, Inc.'s careers page, not through a job board

First seen by Remote Rocketship 12 hours ago

Still open on nCino, Inc.'s site. Checked 1 minute ago.

Logo of nCino, Inc.

nCino, Inc.

1001 - 5000 employees

Founded 2012

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

nCino, Inc. is a financial technology company that provides cloud-based solutions for financial institutions. Its platform is designed to digitize and reengineer business processes in the commercial banking, consumer banking, mortgage, and small business sectors. By integrating data and people on a single platform, nCino enhances decision-making, risk management, and customer satisfaction. Notably, its nIQ, a generative AI banking advisor, assists financial institutions in streamlining operations and improving efficiency. With a strong focus on customer success and comprehensive support, nCino aims to usher in a new era of digital banking experiences.

📋 Description

• Serve as the primary liaison between clients and the technical team, translating business requirements into solution designs and detailed functional specifications • Escalate program-related issues and concerns to maintain project momentum and customer satisfaction • Provide strategic consulting based on banking industry knowledge, nCino best practices, industry trends, and regulatory requirements • Identify efficient solutions to complex problems and recommend best practices and improvements through benchmarking and analysis • Demonstrate nCino product expertise, conduct product demonstrations and training, and provide ongoing support and troubleshooting • Drive nCino adoption across financial institutions by fostering relationships with stakeholders • Provide project status updates, risk assessments, reports, presentations, and actionable insights • Use project management tools, change management principles, agile principles, and nCino methodology to deliver projects on time and within budget • Advise SI partners, assess customization tradeoffs, and ensure solutions meet nCino standards • Conduct status meetings, maintain project schedules, and track responsibilities and deadlines • Train and support end users through workshops, documentation, training materials, and user guides • Leverage AI tools and techniques to automate routine tasks, improve accuracy, and enhance operations • Use AI-driven insights to improve decision-making, customer experience, and team productivity • Stay informed on AI advancements to support continuous learning and scalable growth

🎯 Requirements

• Undergraduate degree in a relevant field (e.g., Business, Management, Information Technology) or equivalent experience • 5+ years of professional experience in banking or a related field • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) • Proven ability to manage complex tasks with precision, leveraging strong organizational, time management, and problem-solving skills • Communicates effectively across all levels, translating complex information into clear, audience-appropriate messaging • Successfully leads projects with minimal oversight, demonstrating initiative while appropriately escalating issues when needed • Builds credibility and influence through transparent communication, collaborative engagement, and consistent follow-through • Actively supports organizational change by identifying opportunities for improvement and constructively challenging existing processes • Salesforce experience • Position may require travel • Previous project management experience • Background in multiple lines of business in banking • Familiarity with agile software delivery practices and concepts

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