Implementation Consultant – Banking

CINC Systems•Duluth, GA

21h

About The Position

The Implementation Consultant – Banking supports banking integrations during client implementations, working with CINC Project Managers, management-company clients, and partner banks. The role also handles bank changes, bank-interface enablement, and other banking-related module implementations as assigned. The consultant helps clients understand how to use their chosen partner bank’s features and prepares them for operational changes resulting from integration. Working closely with the Project Manager, the consultant coordinates banking project milestones and product delivery, collaborates with bank representatives and CINC bank-processing teams, and ensures integration steps are completed before cutover. After cutover, the consultant tracks, troubleshoots, and resolves integration issues through the implementation lifecycle. The role contributes to cross-disciplinary delivery teams and is accountable for timely completion of project work, customer sign-off, and project acceptance in a high-volume, fast-paced environment.

Requirements

Bachelor’s degree in accounting or equivalent work experience.
2–3 years of software support experience; bank-related experience is preferred.
Excellent written and verbal communication skills.
Strong organization, analytical, statistical, and problem-solving skills, with attention to detail.
Ability to work in a team environment requiring quick turnaround and quality output.
Ability to prioritize workload and work efficiently without supervision.
Ability to work concurrently on multiple projects with several teams.
Prior experience implementing and/or supporting software applications.
Prior experience with direct client or external-facing engagements.

Nice To Haves

Bank-related experience.
Familiarity with Microsoft Office products and advanced proficiency in Excel.
Experience with CINC solutions or competitor solutions.

Responsibilities

Gather, consolidate, and analyze banking information to evaluate the impact of banking changes on client operational practices.
Assess current-state business processes and suggest best-practice solutions using CINC technology.
Review banking setups for completeness, accuracy, and compliance with relevant controls and alerts.
Ensure all integration elements are ready before the client’s cutover date.
Support the Project Manager and other team members.
Assist with educating clients on how banking integrations work in CINC.
Help clients adopt new processes by answering questions and participating in working sessions focused on banking tasks.
Stay current on release updates, banking integration changes, and product knowledge for assigned products.
Coordinate and communicate clearly by phone, email, and SFDC regarding cases and other client implementation and support activities with internal and external customers.
Provide the banking team with feedback on bank-related challenges and needed process changes.
Maintain the implementation documentation repository as needed.
Maintain a high commitment to superior customer satisfaction throughout the customer relationship.
Track, troubleshoot, and resolve bank-integration issues after cutover.
Coordinate with partner bank representatives and CINC bank-processing teams to complete integration steps before cutover.