Summary from listing
The Treasury Technical Onboarding Consultant partners with Treasury Management Officers and sales consultants to close treasury deals, educate clients on payment solutions, develop financial solutions, gather technical requirements, manage complex onboarding dependencies, troubleshoot installations, support treasury conversions and upgrades, and recommend automation initiatives involving AI, API, and RPA. The role requires a bachelor’s degree in business, computer science, or a related field plus 7–10 years of relevant banking, product consulting, and technology experience, along with strong knowledge of banking products, project management, technical onboarding, change management, and client communication.
