We are looking for Senior Banking Servicing Transformation Consultant - Remote / Telecommute for our client in Dallas, TX
Job Title: Senior Banking Servicing Transformation Consultant - Remote / Telecommute
Job Location: Dallas, TX
Job Type: Contract
Pay Range: $55.00hr - $60.00hr
Job Overview:
Our client is seeking a senior Servicing Transformation Consultant / SME with deep Banking, Cards, or Consumer Lending experience to support a strategic servicing modernization initiative. The individual will help define future-state agent-assisted customer servicing workflows, identify opportunities for AI and agentic automation, shape the servicing operating model, and participate in solutioning workshops and stakeholder-facing discussions.
Must Have:
- 15+ years of experience in Banking, Cards, Consumer Lending, or Financial Services.
- Direct experience leading or implementing customer servicing transformation programs.
- Hands-on experience with agent-assisted customer servicing, contact center operations, collections and disputes, card servicing, fraud servicing, and customer support operations.
- Experience redesigning and modernizing servicing workflows and operating models.
- Experience applying AI, automation, agent-assist, or agentic capabilities to servicing operations.
- Experience working directly with business stakeholders to define future-state servicing models and transformation roadmaps.
- Strong facilitation, workshop, and executive engagement skills.
Preferred Experience:
- Credit card servicing operations.
- Consumer lending servicing operations.
- Containment and deflection strategies.
- Agent desktop modernization.
- Next-best-action, agent-assist, workflow automation, or AI-enabled servicing solutions.
- Large-scale servicing platform modernization initiatives.
Responsibilities:
- Review current servicing processes and identify workflow simplification opportunities.
- Identify and prioritize candidate workflows for AI-enabled and agent-assisted customer servicing.
- Help define the future-state servicing operating model.
- Recommend improvements to agent productivity, customer experience, containment, and deflection.
- Participate in solutioning workshops, whiteboarding sessions, and stakeholder discussions.
- Challenge assumptions and help shape the modernization roadmap and value proposition.
- Assist in developing business cases and outcome-based transformation recommendations.
Proven Track Record:
The candidate should demonstrate experience in:
- Modernizing customer servicing operations in Banking, Cards, or Consumer Lending.
- Simplifying agent-assisted servicing workflows through AI, automation, and workflow redesign.
- Improving agent productivity and servicing outcomes.
- Designing and implementing containment and deflection strategies.
- Defining future-state servicing operating models and transformation roadmaps.
- Leading executive workshops and stakeholder alignment sessions.
- Translating servicing strategy into practical, implementable business and technology roadmaps.
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Benefits
Our Benefits Include:
- Medical, Dental, and Vision Insurance
- 401(k) Retirement Plan
- Health Savings Account (HSA)
- Disability Insurance (Short-Term and Long-Term)
- Life and AD&D Insurance
- Paid Sick Leave (where required by applicable state or local law)
- Supplemental Insurance Plans
- Identity Theft Protection
- Pet Insurance
- Employee Wellness Programs
- Employee Assistance Program (EAP)
- Career Growth and Professional Development Opportunities
Disclaimer: Benefits eligibility, accrual rates, and usage limits may vary based on employment status, length of service, and work location. Paid Sick Leave is provided in strict accordance with applicable state and municipal mandates. Cynet Systems Inc. reserves the right to modify, amend, or terminate any benefit plans at any time in accordance with applicable laws.
About Cynet Systems
Founded in 2010 and headquartered in the Washington, DC metro area, Cynet Systems Inc. is a leading technology staffing and workforce solutions company serving Fortune 500 companies, government agencies, and enterprise organizations across the United States and Canada. We deliver agile, scalable talent solutions across IT, engineering, life sciences, clinical, and professional staffing, powered by a high-performing recruitment engine operating across North America and Asia.
As a nationally and locally certified Minority Business Enterprise (MBE), Cynet Systems is committed to helping organizations build high-performing teams while empowering professionals to grow rewarding careers. Our organization is certified to ISO 9001, ISO 14001, ISO 27001, and SOC 2 Type II standards, reflecting our commitment to quality, security, operational excellence, and customer success.
