Experienced Consultant, Banking & Credit Unions

Are you ready to make an impact?

West Monroe is currently seeking an Experienced Consultant with Banking and Consulting experience to join our New York/Chicago/Seattle/LA teams.

Our Banking practice is a growing team that focuses on business and technology projects across areas like commercial lending, treasury management, mergers and acquisitions, and risk/regulatory compliance.  We help our clients with operating models and strategies and also roll up our sleeves to implement the technology, platforms, data and analytics tools, and the related change management. The role will involve applying knowledge and experience to tailor solutions, helping our clients gain a competitive advantage in their markets. You will help business and technology executives solve key problems within the financial services industry, begin mentoring junior consultants, while building the practice and your career at one of the best places to work. 

Banking Skills and Experience: 

• Industry experience in one or more of the following segments: Commercial Lending, Treasury Management, Risk & Regulatory Compliance 

• Experience working as a consultant or banker with the top 25 banks and large regional banks 

• Solutions experience in one or more of the following Commercial Banking / Treasury Management areas desired: Business Process Optimization, Credit & Portfolio Analytics, Commercial Loan Product, Commercial Lending Sales Process, Loan Origination Systems, Loan Servicing, Risk Management, Treasury Management Sales, Treasury Management Implementation / Operations, Treasury Management Client Service, Treasury Management Product 

• Experience with one or more of the following Competencies desired: Anti-Money Laundering (AML), Business Architecture, Business Process Mapping, Business Requirements Development / Gap Analysis, Business Strategy Development and Execution, Change Management, Digitization / Imaging, Program / Project Management (PMO), Quality Assurance, Regulatory Compliance, Risk Management, Software Development Lifecycle (SDLC) Experience, System Implementation / Integration, Testing, Training, Use Case Methodology (Waterfall, Agile), Vendor Analysis / Selection 

• Experience with industry-leading Core Loan Accounting Systems including FIS, Fiserv, and/or Jack Henry desired 

• Experience with industry-leading Commercial Loan Origination Systems (LOS) including nCino, Capitalstream, CreditQuest, WebEquity, and/or Sageworks desired 

• Experience with industry-leading Customer Relationship Management (CRM) systems including Salesforce, Microsoft Dynamics, NetSuite, Oracle, etc. desired 

• Commercial credit qualification or commercial credit training desired 

• Experience working to support a Financial Services Firm going through a transformational change initiative, including Mergers and Acquisitions, Core Conversions, and/or Ancillary System Implementations and Integrations 

• Experience with emerging technologies related to data, AI, and machine learning 

Qualifications: 

• Bachelor’s degree or equivalent experience required 

• At least 1-3+ combined years of Financial Services industry and professional services consulting experience including Client delivery 

• Commercial Lending experience within the Financial Services industry is desired 

• Strong entrepreneurial spirit 

• Experience managing / leading the work of others desired 

• Experience estimating project work effort, cost, and identifying and mitigating project risks desired 

• Experience effectively leading organizations or teams through change desired 

• Recent experience or proficiency with financial services industry projects desired 

• Strong analytical, problem solving, and presentation skills 

• A commitment to inclusion and diversity, and openness to new ideas and perspectives