The Role
Implements, configures, documents, and supports commercial digital banking and treasury management solutions. Coordinates onboarding with sales, operations, product, risk, and banking teams; configures access, workflows, limits, and account relationships; trains customers; troubleshoots issues; maintains compliance and implementation records; and supports continuous process improvement.
Summary Generated by Built In
SUMMARY/OBJECTIVE:
The Technical Sales Consultant is responsible for the implementation, configuration, and onboarding of commercial digital banking and treasury management solutions. Acting as the technical liaison between Sales, Operations, and the customer, this role ensures banking services are accurately configured, implemented, documented, and supported throughout the onboarding process.
The Technical Sales Consultant partners closely with Relationship Managers, Treasury Management, Operations, Digital Banking, Product, and Risk teams to deliver a seamless client experience while maintaining operational accuracy, compliance, and service quality.
ESSENTIAL FUNCTIONS:
JOB QUALIFICATIONS:
The Technical Sales Consultant is responsible for the implementation, configuration, and onboarding of commercial digital banking and treasury management solutions. Acting as the technical liaison between Sales, Operations, and the customer, this role ensures banking services are accurately configured, implemented, documented, and supported throughout the onboarding process.
The Technical Sales Consultant partners closely with Relationship Managers, Treasury Management, Operations, Digital Banking, Product, and Risk teams to deliver a seamless client experience while maintaining operational accuracy, compliance, and service quality.
ESSENTIAL FUNCTIONS:
- Manage end-to-end implementation of commercial digital banking and treasury management services from intake through customer training and transition to ongoing support.
- Configure and maintain commercial banking solutions, including: Q2 Business Online Banking, ACH Services and ACH IDs (FIS), Positive Pay, Wire Transfer Services, Cash Consolidator, ICS (Insured Cash Sweep), Remote Deposit Capture (RDC), Account Sweep Services, and ZEscrow.
- Configure user access, entitlements, approval workflows, transaction limits, and account relationships in accordance with customer requirements and bank policies.
- Coordinate implementation activities with internal business partners to ensure timely and accurate service delivery.
- Conduct customer onboarding and training sessions, ensuring users understand system functionality and treasury management workflows.
- Troubleshoot implementation issues, resolve customer questions, and escalate technical or operational concerns as appropriate.
- Maintain complete implementation documentation, customer communications, and setup records within applicable systems.
- Ensure all implementations comply with regulatory requirements, internal controls, security standards, and risk management practices.
- Serve as a technical resource for Sales and Relationship Managers during customer onboarding and implementation activities.
- Maintain expertise on commercial banking products, treasury management services, and digital banking platforms while identifying opportunities for continuous process improvement.
JOB QUALIFICATIONS:
- Bachelor’s degree in Business, Finance, Information Systems, or a related field, or equivalent combination of education and experience.
- 3+ years of experience in commercial banking, treasury management, digital banking, cash management, implementation, technical sales support, or a related financial services environment.
- Working knowledge of commercial banking products including ACH, wire transfers, Positive Pay, Remote Deposit Capture, account sweeps, and business online banking.
- Experience working with CRM, workflow, and case management systems.
- Experience configuring banking applications and customer service profiles.
- Experience with Q2 Digital Banking and FIS banking platforms.
- Knowledge of treasury management implementation best practices and commercial onboarding processes.
- Familiarity with banking regulations, security controls, and fraud prevention practices related to commercial banking services.
- Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
- Excellent written, verbal, and presentation skills with the ability to explain technical concepts to non-technical audiences.
- Ability to manage multiple implementation projects simultaneously while meeting deadlines.
Skills Required
- Bachelor's degree in Business, Finance, Information Systems, or a related field, or equivalent education and experience
- 3+ years of experience in commercial banking, treasury management, digital banking, cash management, implementation, technical sales support, or related financial services
- Working knowledge of ACH, wire transfers, Positive Pay, Remote Deposit Capture, account sweeps, and business online banking
- Experience with CRM, workflow, and case management systems
- Experience configuring banking applications and customer service profiles
- Experience with Q2 Digital Banking and FIS banking platforms
- Knowledge of treasury management implementation best practices and commercial onboarding processes
- Familiarity with banking regulations, security controls, and fraud prevention practices related to commercial banking services
- Strong analytical, organizational, problem-solving, and attention-to-detail skills
- Excellent written, verbal, and presentation skills, including explaining technical concepts to nontechnical audiences
- Ability to manage multiple implementation projects simultaneously while meeting deadlines
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The Company
What We Do
Since 1960, Northern Bank has been the banking partner of choice for businesses and consumers throughout New England. We take an entrepreneurial, commonsense approach to providing a complete line of banking solutions. We are deeply invested in the communities we serve and passionately committed to helping you, our customers, grow. Thanks to the unwavering dedication of our team and the loyalty of our customers, we have been named the #1 performing Community Bank in New England for seven straight years and #1 in the United States in 2015. Northern Bank provides businesses and individuals with deposit and cash management services, commercial and franchise financing, residential mortgages, and wealth management services. We currently operate 12 branches in the Greater Boston market. For more information, contact us at 800-273-6908 or visit www.nbtc.com. Member FDIC | Equal Housing Lender. http://facebook.com/northernbankma http://twitter.com/northernbankma Social Media Guidelines: https://www.nbtc.com/customer-service/FAQs/what-are-our-social-media-guidelines-610
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