Senior Banking Technology Consultant

Sr. Consultant Tech Services/IT Advisory

We are seeking a sharp Senior Banking Technology Consultant with 4-6 years banking experience, preferably in Business/IT, who is looking for a fast paced work environment with significant business exposure and career advancement opportunities.

Cornerstone Advisors is a national management and technology consulting firm, located in Scottsdale, AZ, offering a wide range of consulting services to meet the needs of banks and credit unions.  The incumbent must have excellent communication skills and the ability to successfully work with clients. This position will be on a career progression path from Sr. Consultant to Director and Senior Director.  Cornerstone is a unique work environment where employees can make a difference and build their personal brands. We pride ourselves on being a knowledge company and hire life-long learners.

As a Senior Banking Technology Consultant, you’ll help assess client issues, interview client executives staff, and help design, implement, and align IT strategy to an organization’s business objectives. You will also help clients apply leading-solutions to solve some of their most challenging banking business and technology issues.  This position may reside anywhere in the continental United States and travel can be 50 – 65% of the time.

Education and/or Experience

  • 4-6 years’ banking experience, preferably with knowledge in Banking systems technology / IT / Business analysis /
  • Bachelor’s Degree or higher in Business / Technology related field – Finance, Economics, Information Systems or other quantitative focus a plus. MBA a plus
  • Experience with application development and support, IT operations/engineering, IT governance and/or IT project management is highly preferred
  • Certifications in Project Management, Six Sigma, business analytics, Agile and similar disciplines is a plus
  • Previous experience working remote is preferred

Essential Duties and Responsibilities

  • Manage day to day interactions with clients and vendors
  • Assist in managing and delivering components of client engagements that identify, design, and implement technology and creative technology solutions for banks and credit unions
  • Manage and drive day-to-day tactical aspects of projects
  • Take a lead role in developing project plans and deadlines
  • Develop, draft, and edit client deliverables
  • Coordinate planning engagements and facilitate sessions
  • Draft client communications
  • Create and/or respond to RFP’s (request for proposals)
  • Coordinate clients and vendor calls/meetings and manage multiple schedules and conflicts
  • Special projects as assigned by managing directors
  • Provide a high level of customer service in response to client inquiries and requests
  • Other duties as required and assigned

Computer Skills

  • Required proficiency with entire Microsoft Office Suite – Word, Outlook, PowerPoint, Excel
  • Experience using advanced Excel skills (e.g., pivot tables, nested conditional statements, and lookups) is a plus, but not required
  • Internet search processes and research abilities
  • Skilled with project management tools such as Microsoft Project is preferred

Other Qualifications

  • Remote workers must demonstrate the ability to proactively set and share goals, stay connected to team, focus on results and constantly want to learn.
  • Strong organizational skills with the ability to manage multiple project priorities in a deadline driven environment
  • Team player with the ability to effectively communicate and collaborate with all staff levels as well as work independently on complex projects and tasks
  • Ability to interact professionally with clients in senior and executive management roles
  • Adept and creative problem solver with strong analytical and critical thinking skills
  • Excellent verbal and written communication skills
  • Excellent attention to detail and time management skills
  • Willingness to travel 50 – 65% of the time

We are looking for a long-term employee who brings knowledge and experience that has been under-utilized at prior companies. We offer 100% paid employee health care (medical, dental, vision, STD & life), matching 401(k), extensive training and development, 3 weeks PTO, profit sharing, annual bonus, work/life balance and more.

To apply, please send resume, cover letter, and salary requirements

Background screening including past employment, education and references required.

Our firm provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, our firm complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


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