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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in banking AI technology and strategic advisory capabilities, with a strong focus on regulatory compliance and digital transformation within financial institutions. Proven ability to lead workshops and engage with C-suite executives to drive business objectives and maximize ROI.
Highest-signal resume keywords
15+ Years Experience In BankingStrategic AdvisorWorkshop LeadershipUnderstanding Of AI ConceptsExperience In Outbound Marketing Campaigns
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Banking AI TechnologyDigital TransformationRegulatory ComplianceBusiness Strategy DevelopmentTechnology Stack AnalysisRevenue Generation StrategiesLoan Volume StrategiesMarketing Campaign ExecutionBusiness Banking ExperienceClient Discovery Sessions
Soft Skills
Exceptional Communication SkillsPresentation SkillsProblem-Solving SkillsInterpersonal SkillsAdaptability
Industry Keywords
Financial InstitutionsC-Suite EngagementBranch Experience TransformationAI Policy And GovernanceBanking AI Maturity AssessmentsThought LeadershipCustomer SuccessSales CollaborationMarketing OrganizationIndustry Events
About the role
Key responsibilities & impact- Act as a premier consultant and subject matter expert for prospects and existing clients
- Bridge Glia’s Banking AI platform with the specific needs of banks and credit unions
- Help financial institutions define their strategy and maximize ROI
- Partner with sales and account management teams to conduct deep discovery sessions
- Define business objectives, core challenges, current technology stacks, and long-term goals of prospective banking clients
- Translate client discoveries into phased strategic deployment approaches
- Advise institutions on the optimal order for deploying platform capabilities, from inbound tools to AI and outbound campaigns
- Design and lead workshops for prospects and existing customers on branch experience transformation, AI policy and governance, strategic planning, and banking AI maturity assessments
- Educate institutions on regulatory best practices, compliance, and establishing internal AI policies
- Provide recommendations connecting banking AI technology to key business priorities
- Serve as an industry SME and trusted advisor on technology partnerships and the future of banking
- Create thought leadership content with the Marketing organization
- Represent Glia at industry events and conferences
- Serve as a subject matter expert to Product, Product Marketing, Customer Success, and other internal Glia teams
Requirements
What you’ll need- 15+ years of experience in an operational, technical, or marketing role in banking, including executive-level experience
- Proven ability to act as a strategic advisor
- Highly skilled at asking the right questions, diagnosing complex business problems, and prescribing actionable solutions
- Exceptional communication and presentation skills
- Ability to confidently lead workshops and command a room of C-suite banking executives and/or board members
- Strong understanding of modern technology stacks, AI concepts, and digital transformation trends within the financial sector
- Ability to work seamlessly alongside internal sales, customer success, and product teams
- Excitement to work in a fast-paced, ever-changing technology environment
- Willingness to travel when necessary to industry or customer events, including customer on-sites
- Previous experience in retail banking growth, marketing, or revenue generation is a bonus
- Proven track record of designing and executing outbound marketing campaigns aimed at generating revenue, acquiring net-new accounts, and growing membership/deposits is a bonus
- Significant business banking experience, particularly on the growth side, is a bonus
- Experience with strategies to increase loan volume and collections is a bonus
Benefits
Comp & perks- Willingness to travel to industry or customer events, including customer on-sites
- Equal-opportunity employer