Technical Sales Consultant

Northern Bank•Woburn, MA

21h•$65,000 - $100,000

About The Position

The Technical Sales Consultant implements, configures, and supports commercial digital banking and treasury management solutions. Serving as the technical liaison between Sales, Operations, and customers, the role ensures banking services are accurately configured, implemented, documented, and supported throughout onboarding. The consultant works closely with Relationship Managers, Treasury Management, Operations, Digital Banking, Product, and Risk teams to deliver a seamless customer experience while maintaining operational accuracy, compliance, and service quality. The role manages implementations from intake through customer training and transition to ongoing support. Solutions include 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. The consultant configures access, entitlements, workflows, transaction limits, and account relationships; coordinates with internal partners; troubleshoots issues; maintains implementation records; and ensures compliance with applicable regulatory, security, control, and risk practices.

Requirements

Bachelor’s degree in Business, Finance, Information Systems, or a related field, or an equivalent combination of education and experience.
At least 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, including the ability to explain technical concepts to non-technical audiences.
Ability to manage multiple implementation projects simultaneously while meeting deadlines.

Responsibilities

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 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.