What does a Professional Services Consultant - Deposit Implementations do?:
The Deposit Implementation/Professional Services Consultant will provide analysis, consultation, and recommendations and hold responsibility for DNA implementations for our credit union and bank clients during deployment of DNA Core Financial Software, in order to ensure clients’ business needs are met. Specially in our Merger/Acquisition and migration team. In addition, this position will support clients with both strategic consulting and implementations of post live items/modules. The right candidate will work closely with clients and internal stakeholders to ensure delivery and implementations of their suite of products and provide the best-in-class solutions to the clients’ needs.
- Support sales and consulting team
- Change champion
- Professional communication skills
- Provide best in class, industry recognized, recommendations for implementation and process improvement with the conversion of DNA
- Configure and Implement DNA Core Processing Functionality
- Document client and internal discussions and decisions
- Execute specific duties and groups of work as assigned
- Manage/resolve a fixed percentage of Service cases, prepare and escalate others to higher levels within the team
- Test new features and functionality of the DNA product suite
- Engage with clients and evaluate Readiness for conversion
- Conduct support and training sessions with converting clients
What you need to have:
- 2+ years DNA Core system experience
- 5+ Years in subject area of expertise within the financial industry
- The ability to travel on average of 50%, this may include weekend and holidays
- Analytical thinking
- Highly motivated to execute on deliverables on time
- Proficiency in MS office tools
- Subject Matter Expertise in the following:
- Statement and Notice processing
- Deposit Back Office Processing
- Deposit Operations
- Relational Pricing/Service Fees
- Retail Deposit Processing
- Consumer/Commercial/Retirement Deposit Product
- Retirement Processing
- Consumer Deposit Processing
- Commercial Deposit Processing
What would be nice to have:
- Associates Degree or equivalent work experience preferred
- SQL experience
Travel Required:
- Ability to travel up to 50%, may include weekend and holidays
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