Senior Functional Consultant – Commercial Banking

nCino, Inc.

. Serve as the primary liaison between clients and the technical team, translating business requirements into solution designs and detailed functional specifications .

Posted 10/30/2026full-timeRemote • United StatesSenior💰 $81,600 - $138,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in nCino product implementation and strategic consulting within the banking industry, leveraging strong project management skills and effective communication to drive client satisfaction and operational improvements.

Highest-signal resume keywords

NCino Product ExpertiseProject Management ExperienceBanking Industry KnowledgeAgile Software Delivery PracticesMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementChange ManagementProblem-SolvingData AnalysisSolution DesignFunctional SpecificationTraining and SupportAI Tools and TechniquesBenchmarkingCustomization Assessment

Soft Skills

Effective CommunicationOrganizational SkillsTime ManagementCollaborationInitiative

Tools & Technologies

NCinoMicrosoft Office SuiteAI-Driven InsightsProject Management Tools

Industry Keywords

BankingFinancial InstitutionsRegulatory RequirementsStakeholder EngagementAgile Principles

About the role

Key responsibilities & impact

Serve as the primary liaison between clients and the technical team, translating business requirements into solution designs and detailed functional specifications
Escalate program-related issues and concerns to maintain project momentum and customer satisfaction
Provide strategic consulting based on banking industry knowledge, nCino best practices, industry trends, and regulatory requirements
Identify efficient solutions to complex problems and recommend best practices and improvements through benchmarking and analysis
Demonstrate nCino product expertise, conduct product demonstrations and training, and provide ongoing support and troubleshooting
Drive nCino adoption across financial institutions by fostering relationships with stakeholders
Provide project status updates, risk assessments, reports, presentations, and actionable insights
Use project management tools, change management principles, agile principles, and nCino methodology to deliver projects on time and within budget
Advise SI partners, assess customization tradeoffs, and ensure solutions meet nCino standards
Conduct status meetings, maintain project schedules, and track responsibilities and deadlines
Train and support end users through workshops, documentation, training materials, and user guides
Leverage AI tools and techniques to automate routine tasks, improve accuracy, and enhance operations
Use AI-driven insights to improve decision-making, customer experience, and team productivity
Stay informed on AI advancements to support continuous learning and scalable growth

Requirements

What you’ll need

Undergraduate degree in a relevant field (e.g., Business, Management, Information Technology) or equivalent experience
5+ years of professional experience in banking or a related field
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Proven ability to manage complex tasks with precision, leveraging strong organizational, time management, and problem-solving skills
Communicates effectively across all levels, translating complex information into clear, audience-appropriate messaging
Successfully leads projects with minimal oversight, demonstrating initiative while appropriately escalating issues when needed
Builds credibility and influence through transparent communication, collaborative engagement, and consistent follow-through
Actively supports organizational change by identifying opportunities for improvement and constructively challenging existing processes
Salesforce experience
Position may require travel
Previous project management experience
Background in multiple lines of business in banking
Familiarity with agile software delivery practices and concepts