Solutions Consultant (banking)

About the Role

We are seeking a Client Implementation Consultant to support a large-scale bank merger by onboarding and migrating commercial clients across Treasury and Payments services, including file transmissions, Lockbox, Remote Deposit Capture (RDC), and ACH/Wire payment channels.

In this role, you will act as the primary client-facing implementation lead, guiding customers through discovery, setup, testing, and go-live while coordinating closely with internal Technology, Treasury Operations, Product, and Risk teams to ensure a seamless and compliant transition. This is a highly visible role focused on client experience, operational readiness, and conversion success.

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Client Onboarding & Implementation

• Serve as the primary point of contact for commercial clients during onboarding and conversion across:
• Transmission channels (SFTP/host-to-host, APIs, file-based connectivity)
• Receivables services (Lockbox, RDC)
• Payments services (ACH, Wires, templates, approvals)
• Lead client discovery to understand payment, receivables, reporting, and connectivity requirements.
• Develop and manage end-to-end implementation plans, including timelines, testing cycles, dependencies, and cutover activities.
• Facilitate client status calls, document risks/issues, and drive resolution through cross-functional collaboration.

Technical & Operational Coordination

• Partner with internal IT, Channels, Treasury Operations, Risk/Fraud, and Product teams to configure services, entitlements, limits, and controls.
• Support file-based implementations, including formats such as NACHA, BAI2, ISO 20022, CSV, and image cash letter (ICL/X9.37).
• Coordinate testing and validation for file transmissions, lockbox data delivery, RDC deposits, and payment processing.
• Ensure proper setup of user access, approval workflows, dual controls, and cutoff times.
• Validate reconciliation, reporting, and downstream integration with client ERP/AR/AP systems.

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Conversion & Go-Live Support

• Support client migrations from legacy bank platforms as part of a merger or system conversion.
• Execute go-live readiness reviews and ensure operational teams are prepared for Day 1 support.
• Provide client training, documentation, and post–go-live stabilization support.
• Ensure clean handoff to ongoing service and operations teams.

Required Qualifications

• 3–7+ years of experience in banking, treasury services, payments, or receivables implementation.
• Hands-on experience with one or more of the following:
• File transmissions (SFTP, host-to-host, APIs)
• Lockbox and/or RDC
• ACH and wire payments
• Strong understanding of commercial banking operations and client onboarding workflows.
• Proven ability to manage multiple client implementations simultaneously.
• Excellent client-facing communication, organization, and issue-management skills.
• Comfort working in regulated environments and coordinating across technical and non-technical teams.

Preferred / Nice to Have

• Experience supporting bank mergers, conversions, or large-scale client migrations.
• Familiarity with industry standards such as NACHA rules, ISO 20022, BAI2, ICL/X9.37.
• Exposure to treasury and payments platforms (e.g., FIS, Fiserv, Jack Henry, Bottomline, ACI, Kyriba).
• Experience integrating with client ERP systems (e.g., Oracle, SAP, NetSuite).
• Certifications such as CTP, AAP, PMP, or similar.

What Success Looks Like

• Clients onboarded and converted on time and with minimal disruption.
• High client satisfaction during and after implementation.
• Low defect and exception rates post–go-live.
• Strong partnership with internal technology and operations teams.

Why Join Us

• Play a key role in a high-impact bank merger affecting enterprise and middle-market clients.
• Work at the intersection of client experience, payments technology, and banking operations.
• Gain exposure to complex treasury and payments implementations at scale.
• Opportunity to grow into senior implementation, program management, or treasury advisory roles.