Commercial Banking Consultant

Backbase•Atlanta, GA

About The Position

Provide consultation to the bank on Treasury Management Implementations. Support product feature mapping conversation and adaptability to business by providing [US Commercial Banking] expertise to Backbase customers and internally. Support client on the configuration and process/workflow of the product. Assist the bank with their test plans and ensure test coverage. Collaborates with other project team members and organizational entities to identify and monitor issues, impacts and dependencies tied to implement the [US Commercial Banking] product for Backbase customers. Prepares and conducts informal and formal presentations - as needed. Contributes to the implementation change management process. Supports with Production readiness and testing. Assist client with issues raised during the testing cycle (both during and after Backbase implementation code completion). Support/ perform mapping session with the client to transfer data from the clients legacy system into the Backbase system. Day to day as Implementation Consultant: Backbase Customer Consultant As a Customer Consultant, you'll be the primary point of contact for clients, providing ongoing support and expertise. Your key responsibilities will include: Answering client questions: You'll need to promptly and accurately address inquiries, demonstrating a deep understanding of our products or services. This involves both providing information and troubleshooting issues. Offering solutions based on expertise: Beyond just answering questions, you'll proactively identify client needs and propose tailored solutions. This requires leveraging your knowledge to help clients optimize their use of our offerings and achieve their goals. Building strong relationships: You'll serve as a trusted advisor, building rapport and maintaining a positive, long-term relationship with each client. This involves understanding their unique challenges and acting as their advocate within the company. Providing ongoing support: Your role isn't just about one-off interactions. You'll be responsible for continuous engagement, checking in with clients, and ensuring their satisfaction and success over time. Project Workflow and Management The project process below outlines a clear and collaborative workflow within Services, from initial client discussions to the final management of tasks. 1. Initial Requirements & Planning Attend client meetings (as needed) to fully understand customer needs and initial requirements. Collaborate with the project team to review and align on client requirements. Provide industry insights and best practices to inform the project's direction. Contribute to solution brainstorming, offering input on potential solutions, strategies and approaches. 2. Requirements Refinement The Business Analyst (BA) leads refinement sessions, with the Implementation Consultant (IC) providing support and expertise. The BA and IC align on requirements and solutions before these sessions, ensuring a unified front when discussing with the client. 3. Request for Feature (RFF) Creation Assist in creating RFFs, which document client requirements. Project team members can create tickets in Jira to capture and explain specific client needs. Ensure Business value is captured. 4. RFF Management & Development Review RFFs against industry standards and best practices. Collaborate with the R&D team to refine RFFs, ensuring they align with our product roadmap and technical capabilities. Manage the progress of RFFs with R&D, acting as the primary liaison to ensure timely completion. Communicate all requirement updates or changes to the project team to maintain alignment and transparency. 5. Maintenance & Support Create or convert RFFs into maintenance tickets as needed to address ongoing client requirements or issues.

Requirements

Expertise in US Commercial Banking
Experience with Treasury Management Implementations
Ability to support product feature mapping conversation and adaptability to business
Ability to support client on the configuration and process/workflow of the product
Ability to assist the bank with their test plans and ensure test coverage
Ability to collaborate with other project team members and organizational entities to identify and monitor issues, impacts and dependencies
Ability to prepare and conduct informal and formal presentations
Ability to contribute to the implementation change management process
Ability to support with Production readiness and testing
Ability to assist client with issues raised during the testing cycle
Ability to support/ perform mapping session with the client to transfer data from the clients legacy system into the Backbase system
Ability to answer client questions promptly and accurately
Ability to demonstrate a deep understanding of products or services
Ability to troubleshoot issues
Ability to proactively identify client needs and propose tailored solutions
Ability to leverage knowledge to help clients optimize their use of offerings and achieve their goals
Ability to serve as a trusted advisor, building rapport and maintaining a positive, long-term relationship with each client
Ability to understand client unique challenges and act as their advocate within the company
Ability to provide continuous engagement, checking in with clients, and ensuring their satisfaction and success over time
Ability to attend client meetings (as needed) to fully understand customer needs and initial requirements
Ability to collaborate with the project team to review and align on client requirements
Ability to provide industry insights and best practices
Ability to contribute to solution brainstorming, offering input on potential solutions, strategies and approaches
Ability to provide support and expertise during Requirements Refinement sessions
Ability to align on requirements and solutions with the Business Analyst before refinement sessions
Ability to assist in creating RFFs, which document client requirements
Ability to review RFFs against industry standards and best practices
Ability to collaborate with the R&D team to refine RFFs
Ability to manage the progress of RFFs with R&D, acting as the primary liaison to ensure timely completion
Ability to communicate all requirement updates or changes to the project team
Ability to create or convert RFFs into maintenance tickets as needed

Responsibilities

Provide consultation to the bank on Treasury Management Implementations
Support product feature mapping conversation and adaptability to business by providing [US Commercial Banking] expertise to Backbase customers and internally
Support client on the configuration and process/workflow of the product
Assist the bank with their test plans and ensure test coverage
Collaborate with other project team members and organizational entities to identify and monitor issues, impacts and dependencies tied to implement the [US Commercial Banking] product for Backbase customers
Prepare and conduct informal and formal presentations
Contribute to the implementation change management process
Support with Production readiness and testing
Assist client with issues raised during the testing cycle (both during and after Backbase implementation code completion)
Support/ perform mapping session with the client to transfer data from the clients legacy system into the Backbase system
Act as the primary point of contact for clients, providing ongoing support and expertise
Promptly and accurately address client inquiries, demonstrating a deep understanding of products or services
Troubleshoot client issues
Proactively identify client needs and propose tailored solutions
Leverage knowledge to help clients optimize their use of offerings and achieve their goals
Serve as a trusted advisor, building rapport and maintaining a positive, long-term relationship with each client
Understand client unique challenges and act as their advocate within the company
Provide continuous engagement, checking in with clients, and ensuring their satisfaction and success over time
Attend client meetings (as needed) to fully understand customer needs and initial requirements
Collaborate with the project team to review and align on client requirements
Provide industry insights and best practices to inform the project's direction
Contribute to solution brainstorming, offering input on potential solutions, strategies and approaches
Provide support and expertise during Requirements Refinement sessions led by the Business Analyst
Align on requirements and solutions with the Business Analyst before refinement sessions
Assist in creating RFFs, which document client requirements
Review RFFs against industry standards and best practices
Collaborate with the R&D team to refine RFFs, ensuring they align with our product roadmap and technical capabilities
Manage the progress of RFFs with R&D, acting as the primary liaison to ensure timely completion
Communicate all requirement updates or changes to the project team to maintain alignment and transparency
Create or convert RFFs into maintenance tickets as needed to address ongoing client requirements or issues