Overview
Remote
$75 - $75
Contract - W2
Contract - 12 Month(s)
Skills
Commercial Banking
retail Banking
Pre Sales
Solutioning
Embedded Finance
Client Facing
Business Development
Actionable plans
Consulting
advisory
Job Details
Director - Retail and Commercial Banking Subject Matter Expert (SME)
Location: Dallas, TX ( Remote )
Long Term Contract
Responsibilities
Specifics of this position may include:
- Client Engagement & Sales Enablement
- Serve as an industry-facing expert during sales pursuits and client meetings, helping articulate value propositions that resonate with banking clients.
- Collaborate closely with account teams and solution architects to shape proposals, presentations, and strategic roadmaps.
- Identify and open new opportunities through trusted advisor relationships and strategic insight.
- Thought Leadership
- Represent the firm as a thought leader in the retail and commercial banking space through whitepapers, industry events, webinars, and roundtables.
- Monitor industry trends, regulatory changes, and innovation to ensure our offerings remain cutting-edge and relevant.
- Solution Development & Offerings
- Partner with platform teams (Salesforce, Microsoft, Cloud providers) to co-create targeted financial services solutions aligned with client needs.
- Provide subject matter input into the development of new service offerings and go-to-market strategies.
- Consulting & Advisory Support
- Advise clients on transformation strategy, digital operating models, customer engagement, and back-office modernization.
- Lead or support delivery teams with insights and direction grounded in real-world banking experience.
Qualifications:
- 10+ years of experience in retail and/or commercial banking, ideally including time spent in consulting or advisory roles.
- Proven success in client-facing roles, including business development, pre-sales, or solutioning.
- Strong understanding of digital transformation trends, including core modernization, open banking, customer experience, and embedded finance.
- Experience with industry platforms and ecosystems (Salesforce, Microsoft, major cloud platforms).
- Excellent communication skills with the ability to engage C-level executives.
- Strategic thinker with a hands-on ability to develop actionable plans.
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