Technical Sales Consultant
Woburn, MA
Full Time
Experienced
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.
About Northern Bank & Trust Company
Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit www.NBTC.com or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/).
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