Commercial Banking Advisor Jobs
Commercial Banking Advisor jobs are open across regional banks, credit unions, and large financial institutions, from entry-level associate to senior advisor and relationship manager, with specializations in business lending, treasury services, and deposit portfolio management. Find a role that fits below and apply directly.
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INTRODUCTION
Candescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutions—creating seamless engagement across digital, remote, and in-person channels.
Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and connection.
ABOUT THE ROLE
Director, Assisted Banking Strategies
Job Summary
The Director, Assisted Banking Strategies operates as a highly analytical, commercially minded business partner and strategic advisor to the President. Acting as a strategic orchestrator, this individual possesses the macro-level business acumen required to look holistically across the Assisted Banking ecosystem and to bring together the various facets of the business to serve the commercial motions that define success in Assisted Banking at Candescent.
The Director ensures cross-functional visibility, bridges internal corporate execution with external market realities, and synthesizes end-to-end performance metrics for ELT, Board, and investor reporting. The ideal candidate brings an investor-minded approach to evaluating business data, possesses the executive presence to maintain cross-functional alignment, and is highly effective in front of clients actively participating in strategic accounts and helping accelerate high-value deal cycles alongside the President.
KEY RESPONSIBILITIES AND DELIVERABLES
Assisted Banking Partner Sales Leadership
- Lead the day-to-day sales relationship with Assisted Banking and Atleos sales organization leadership and translate the strategic priorities established by the President into field-level execution.
- Develop strong working relationships with Assisted Banking leadership, sellers, Professional Services leaders, and key channel partners.
- Establish clear engagement models between Candescent and the Assisted Banking organization and identify areas where executive intervention from the President is required.
- Ensure the Assisted Banking sales organization and channel understand how and when to position Candescent software and services as part of their solutions to financial institutions.
Team Leadership
- Lead and develop Candescent’s dedicated Assisted Banking partner-sales team, including the partner-sales resources supporting the organization.
- Provide direction and prioritization to the Solution Consultant supporting the channel and deploy technical resources against the highest-value opportunities.
- Establish clear objectives, accountabilities, coverage models, and performance expectations for the team.
Pipeline, Opportunity & Revenue Management
- Own the Assisted Banking channel pipeline, bookings execution, ARR growth, renewals, expansion, and new-logo opportunities.
- Establish disciplined opportunity-management and funnel-review processes with Assisted Banking and its key channel partners.
- Engage directly in significant opportunities and ensure the right Candescent sales, technical, services, product, and executive resources are involved throughout the sales cycle.
- Lead pricing and deal strategy within established commercial frameworks, escalating material commercial decisions to the President as appropriate.
Installed-Base Modernization
- Develop and execute a systematic program with Assisted Banking to modernize the existing financial-institution installed base.
- Identify clients operating older Candescent software releases and create targeted opportunities to migrate them to current and next-generation solutions.
- Equip Assisted Banking sellers and channel partners to articulate the client value and business case for modernization.
- Track modernization pipeline, conversion, bookings, and adoption and establish clear accountability for progress.
New-Logo Growth
- Work with Assisted Banking and its highest-value channel partners to identify and pursue new financial-institution clients.
- Coordinate partner sellers, Solution Consulting, product expertise, executive sponsorship, pricing support, and services capabilities around significant competitive opportunities.
- Build repeatable sales motions that enable the Assisted Banking channel to create new demand for Candescent solutions in addition to expanding the existing installed base.
Partner & Channel Enablement
- Ensure Assisted Banking sellers and relevant channel partners understand Candescent’s current software portfolio, product roadmap, value proposition, competitive positioning, modernization story, and services capabilities.
- Partner with Product and Marketing to create sales playbooks, training, demonstrations, product updates, competitive materials, and launch programs.
- Establish a regular enablement and communication cadence with Assisted Banking sales leadership, sellers, and priority channel partners.
Software & Services Order Execution
- Own the commercial operating process required to move Assisted Banking opportunities from sale through accurate order submission and transition to delivery.
- Ensure Candescent software orders and associated Professional Services orders are correctly scoped, priced, processed, booked, and handed off for implementation.
- Work closely with Professional Services leaders to coordinate Candescent’s portion of implementation and upgrade projects.
- Resolve software-order, services-order, and related execution issues that could delay client delivery, bookings, or revenue recognition.
Forecasting, Reporting & Sales Operations
- Own the Assisted Banking sales forecast and maintain accurate visibility into bookings, ARR, pipeline, renewals, modernization, expansion, and new-logo activity.
- Establish a disciplined operating cadence for opportunity inspection, pipeline reviews, forecast calls, order management, and bookings reconciliation.
- Provide the President with concise visibility into performance, risks, opportunities, and issues requiring executive attention.
- Establish dashboards and sales KPIs that improve visibility, accountability, and predictability across the Assisted Banking channel.
Strategic Orchestration & Executive Reporting
- Systematically connect the dots for Assisted Banking across Sales, Product, Finance, and Client Success to provide the President with a unified, bird’s-eye view of how strategic priorities are progressing.
- Own the creation, synthesis, and narrative flow of executive materials, performance dashboards, and presentations for the Board of Directors and institutional investors for Assisted Banking.
- Partner closely with Finance and departmental leaders to translate complex, recurring-revenue business metrics into clear, high-level strategic stories for the channel.
- Track and evaluate macroeconomic trends, competitor dynamics, and key business risks to keep the executive office highly prepared.
- Serve as a sophisticated, relationship-minded proxy for the President in high-level client, prospect, and partner environments.
Cross-Functional Coordination
- Coordinate Candescent Sales, Solution Consulting, Product, Professional Services, Delivery, Support, Finance, Marketing, Legal, and Sales Operations resources required to support the Assisted Banking business.
- Serve as the primary operational escalation point for sales- and channel-related issues.
- Escalate strategic, contractual, product, commercial, or executive matters to the President as appropriate.
KEY PERFORMANCE INDICATORS
- Bookings Attainment
- ARR Growth
- Pipeline Creation and Coverage
- Pipeline Conversion
- Forecast Accuracy
- Renewal and Expansion Performance
- New-Logo Bookings
- Installed-Base Modernization and Adoption
- Software and Services Order Accuracy / Cycle Time
- Services Attach
- Partner Seller Engagement
- Partner and Channel Enablement Effectiveness
QUALIFICATIONS AND EXPERIENCE
- Bachelor’s degree in Business, Finance, Technology, Marketing, or a related field, or equivalent experience.
- 10+ years of enterprise software, financial technology, channel sales, alliance sales, banking technology, or financial-services technology experience.
- Demonstrated success leading partner or channel sales motions and influencing partner sales organizations without direct organizational authority.
- Experience managing recurring-revenue businesses, partner-generated pipeline, renewals, expansions, new-logo pursuits, and sales forecasts.
- Experience leading and developing sales or partner-sales resources and effectively deploying Solution Consulting or sales-engineering support.
- Strong understanding of SaaS and recurring-revenue models, partner ecosystems, enterprise sales, and go-to-market execution.
- Experience coordinating complex software and Professional Services transactions from opportunity through order, implementation handoff, and revenue realization.
- Strong cross-functional leadership skills with the ability to coordinate Sales, Product, Solution Consulting, Professional Services, Delivery, Finance, Marketing, Legal, and Operations.
- Exceptional communication, negotiation, presentation, relationship-management, and operational execution skills.
- 10+ years of progressive experience in corporate strategy, business management, and/or fintech commercial strategy.
- Deep understanding of enterprise SaaS, B2B banking technology, or institutional financial services environments.
- Investor-minded financial acumen with a proven track record of preparing high-level narratives for Boards, ELT members, or institutional investors.
- Exceptional executive presence; comfortable challenging assumptions internally and leading discussions with Tier-1 banking clients externally.
- MBA or equivalent corporate strategy background preferred.
PREFERRED DISTINCTIONS
- Experience with Assisted Banking, ATM/ITM technologies, Interactive Teller solutions, branch transformation, or related financial-technology platforms.
- Experience working with large reseller or channel ecosystems serving financial institutions.
- Experience driving installed-base modernization, platform upgrades, renewals, and expansion programs.
- Proven ability to combine strategic partner relationship skills with disciplined sales management, forecasting, order execution, and operational follow-through.
STATEMENT TO THIRD PARTY AGENCIES
To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.
INTRODUCTION
Candescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutions—creating seamless engagement across digital, remote, and in-person channels.
Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and connection.
ABOUT THE ROLE
Director, Assisted Banking Strategies
Job Summary
The Director, Assisted Banking Strategies operates as a highly analytical, commercially minded business partner and strategic advisor to the President. Acting as a strategic orchestrator, this individual possesses the macro-level business acumen required to look holistically across the Assisted Banking ecosystem and to bring together the various facets of the business to serve the commercial motions that define success in Assisted Banking at Candescent.
The Director ensures cross-functional visibility, bridges internal corporate execution with external market realities, and synthesizes end-to-end performance metrics for ELT, Board, and investor reporting. The ideal candidate brings an investor-minded approach to evaluating business data, possesses the executive presence to maintain cross-functional alignment, and is highly effective in front of clients actively participating in strategic accounts and helping accelerate high-value deal cycles alongside the President.
KEY RESPONSIBILITIES AND DELIVERABLES
Assisted Banking Partner Sales Leadership
- Lead the day-to-day sales relationship with Assisted Banking and Atleos sales organization leadership and translate the strategic priorities established by the President into field-level execution.
- Develop strong working relationships with Assisted Banking leadership, sellers, Professional Services leaders, and key channel partners.
- Establish clear engagement models between Candescent and the Assisted Banking organization and identify areas where executive intervention from the President is required.
- Ensure the Assisted Banking sales organization and channel understand how and when to position Candescent software and services as part of their solutions to financial institutions.
Team Leadership
- Lead and develop Candescent’s dedicated Assisted Banking partner-sales team, including the partner-sales resources supporting the organization.
- Provide direction and prioritization to the Solution Consultant supporting the channel and deploy technical resources against the highest-value opportunities.
- Establish clear objectives, accountabilities, coverage models, and performance expectations for the team.
Pipeline, Opportunity & Revenue Management
- Own the Assisted Banking channel pipeline, bookings execution, ARR growth, renewals, expansion, and new-logo opportunities.
- Establish disciplined opportunity-management and funnel-review processes with Assisted Banking and its key channel partners.
- Engage directly in significant opportunities and ensure the right Candescent sales, technical, services, product, and executive resources are involved throughout the sales cycle.
- Lead pricing and deal strategy within established commercial frameworks, escalating material commercial decisions to the President as appropriate.
Installed-Base Modernization
- Develop and execute a systematic program with Assisted Banking to modernize the existing financial-institution installed base.
- Identify clients operating older Candescent software releases and create targeted opportunities to migrate them to current and next-generation solutions.
- Equip Assisted Banking sellers and channel partners to articulate the client value and business case for modernization.
- Track modernization pipeline, conversion, bookings, and adoption and establish clear accountability for progress.
New-Logo Growth
- Work with Assisted Banking and its highest-value channel partners to identify and pursue new financial-institution clients.
- Coordinate partner sellers, Solution Consulting, product expertise, executive sponsorship, pricing support, and services capabilities around significant competitive opportunities.
- Build repeatable sales motions that enable the Assisted Banking channel to create new demand for Candescent solutions in addition to expanding the existing installed base.
Partner & Channel Enablement
- Ensure Assisted Banking sellers and relevant channel partners understand Candescent’s current software portfolio, product roadmap, value proposition, competitive positioning, modernization story, and services capabilities.
- Partner with Product and Marketing to create sales playbooks, training, demonstrations, product updates, competitive materials, and launch programs.
- Establish a regular enablement and communication cadence with Assisted Banking sales leadership, sellers, and priority channel partners.
Software & Services Order Execution
- Own the commercial operating process required to move Assisted Banking opportunities from sale through accurate order submission and transition to delivery.
- Ensure Candescent software orders and associated Professional Services orders are correctly scoped, priced, processed, booked, and handed off for implementation.
- Work closely with Professional Services leaders to coordinate Candescent’s portion of implementation and upgrade projects.
- Resolve software-order, services-order, and related execution issues that could delay client delivery, bookings, or revenue recognition.
Forecasting, Reporting & Sales Operations
- Own the Assisted Banking sales forecast and maintain accurate visibility into bookings, ARR, pipeline, renewals, modernization, expansion, and new-logo activity.
- Establish a disciplined operating cadence for opportunity inspection, pipeline reviews, forecast calls, order management, and bookings reconciliation.
- Provide the President with concise visibility into performance, risks, opportunities, and issues requiring executive attention.
- Establish dashboards and sales KPIs that improve visibility, accountability, and predictability across the Assisted Banking channel.
Strategic Orchestration & Executive Reporting
- Systematically connect the dots for Assisted Banking across Sales, Product, Finance, and Client Success to provide the President with a unified, bird’s-eye view of how strategic priorities are progressing.
- Own the creation, synthesis, and narrative flow of executive materials, performance dashboards, and presentations for the Board of Directors and institutional investors for Assisted Banking.
- Partner closely with Finance and departmental leaders to translate complex, recurring-revenue business metrics into clear, high-level strategic stories for the channel.
- Track and evaluate macroeconomic trends, competitor dynamics, and key business risks to keep the executive office highly prepared.
- Serve as a sophisticated, relationship-minded proxy for the President in high-level client, prospect, and partner environments.
Cross-Functional Coordination
- Coordinate Candescent Sales, Solution Consulting, Product, Professional Services, Delivery, Support, Finance, Marketing, Legal, and Sales Operations resources required to support the Assisted Banking business.
- Serve as the primary operational escalation point for sales- and channel-related issues.
- Escalate strategic, contractual, product, commercial, or executive matters to the President as appropriate.
KEY PERFORMANCE INDICATORS
- Bookings Attainment
- ARR Growth
- Pipeline Creation and Coverage
- Pipeline Conversion
- Forecast Accuracy
- Renewal and Expansion Performance
- New-Logo Bookings
- Installed-Base Modernization and Adoption
- Software and Services Order Accuracy / Cycle Time
- Services Attach
- Partner Seller Engagement
- Partner and Channel Enablement Effectiveness
QUALIFICATIONS AND EXPERIENCE
- Bachelor’s degree in Business, Finance, Technology, Marketing, or a related field, or equivalent experience.
- 10+ years of enterprise software, financial technology, channel sales, alliance sales, banking technology, or financial-services technology experience.
- Demonstrated success leading partner or channel sales motions and influencing partner sales organizations without direct organizational authority.
- Experience managing recurring-revenue businesses, partner-generated pipeline, renewals, expansions, new-logo pursuits, and sales forecasts.
- Experience leading and developing sales or partner-sales resources and effectively deploying Solution Consulting or sales-engineering support.
- Strong understanding of SaaS and recurring-revenue models, partner ecosystems, enterprise sales, and go-to-market execution.
- Experience coordinating complex software and Professional Services transactions from opportunity through order, implementation handoff, and revenue realization.
- Strong cross-functional leadership skills with the ability to coordinate Sales, Product, Solution Consulting, Professional Services, Delivery, Finance, Marketing, Legal, and Operations.
- Exceptional communication, negotiation, presentation, relationship-management, and operational execution skills.
- 10+ years of progressive experience in corporate strategy, business management, and/or fintech commercial strategy.
- Deep understanding of enterprise SaaS, B2B banking technology, or institutional financial services environments.
- Investor-minded financial acumen with a proven track record of preparing high-level narratives for Boards, ELT members, or institutional investors.
- Exceptional executive presence; comfortable challenging assumptions internally and leading discussions with Tier-1 banking clients externally.
- MBA or equivalent corporate strategy background preferred.
PREFERRED DISTINCTIONS
- Experience with Assisted Banking, ATM/ITM technologies, Interactive Teller solutions, branch transformation, or related financial-technology platforms.
- Experience working with large reseller or channel ecosystems serving financial institutions.
- Experience driving installed-base modernization, platform upgrades, renewals, and expansion programs.
- Proven ability to combine strategic partner relationship skills with disciplined sales management, forecasting, order execution, and operational follow-through.
STATEMENT TO THIRD PARTY AGENCIES
To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.
Commercial Banking Advisor Jobs by Experience Level
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Find JobsCommercial Banking Advisor Job Market
Who's Hiring
- JPMorganChase264
- FlagStar Bank121
- PNC Financial Services98
- Bank of America76
- Wells Fargo70
Top Industries Hiring
- Banking & Financial Services230
- Investment & Asset Management146
- Fintech65
- Technology & Software11
- Education8
What Employers Look For
The qualifications that appear most often in commercial banking advisor jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Experience managing or developing a commercial loan or deposit portfolio
- Proficiency in financial statement analysis and credit underwriting principles
- Familiarity with CRM platforms for pipeline and client relationship management
- Series 6, Series 7, or applicable state insurance license preferred or required
- Demonstrated ability to source new business through prospecting and referral networks
Tips for Your Commercial Banking Advisor Job Search
Quantify your loan and deposit results
Hiring managers in commercial banking want numbers. Rewrite your resume bullets to show portfolio size, loan volume originated, or deposit growth you drove. Vague statements about relationship management won't stand out the way a specific dollar range will.
Highlight relevant licenses and certifications
Many commercial banking advisor postings prefer or require Series 6, Series 7, or state-specific insurance licenses. List any you hold prominently, and name certifications like CFA or CTP if relevant, since these signal technical depth that separates candidates at the interview stage.
Apply early to roles that fit
Migrate Mate lists commercial banking advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by borrower segment
Commercial banking advisor roles differ significantly by client type. Small business, middle market, and large corporate segments each demand different skill sets. Filter your search by segment and tailor your resume's language to match the borrower tier the posting emphasizes.
Prepare a business development story
Interviewers at banks consistently ask how you've grown a book of business. Have a specific example ready: the type of prospect, your outreach approach, the obstacle you overcame, and the outcome. Generic answers about being relationship-focused won't hold up under follow-up questions.
Negotiate total compensation, not just base
Commercial banking advisor offers often include variable components tied to loan production or deposit goals. Before accepting any offer, clarify how performance targets are set, what a realistic first-year incentive looks like, and whether the draw structure is recoverable or non-recoverable.
Commercial Banking Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most commercial banking advisors?
The companies hiring the most commercial banking advisors right now include JPMorganChase, FlagStar Bank, and PNC Financial Services, with the largest share of openings in New York, California, and Texas, based on current listings on Migrate Mate as of November 2026. Regional and community banks consistently account for a significant portion of active postings alongside national institutions.
How many commercial banking advisor jobs are remote?
About 48% of commercial banking advisor openings are fully remote or hybrid as of November 2026, reflecting the relationship-driven nature of the role. Sub-areas tied to digital banking, treasury advisory, and portfolio analysis tend to offer the most remote flexibility, while roles focused on in-person business development and local market prospecting are predominantly on-site.
How do you become a commercial banking advisor?
Start with a bachelor's degree in finance, business, or economics, then pursue an entry-level bank role such as credit analyst, business banking associate, or branch relationship manager to build foundational skills. Develop credit underwriting fluency, earn relevant licenses, and build a referral network through local business associations and professional groups. Consistent performance in growing a client portfolio is what moves candidates into full advisor roles.
Can you get hired as a commercial banking advisor with little experience?
Yes, some banks hire candidates with limited direct experience into associate or junior advisor roles, particularly if you have a finance or accounting degree, internship experience in banking or lending, and strong analytical skills. Emphasizing any exposure to financial statement review, credit analysis coursework, or customer-facing sales roles in related industries will strengthen an application at the entry level.
What does the commercial banking advisor interview process look like?
The process typically involves an initial screening with HR or a recruiter, followed by a panel interview with a banking manager and a senior relationship manager who will probe your credit knowledge and business development experience. A case study or credit analysis exercise is common at mid-process, and final rounds often include a conversation with a division head focused on your approach to prospecting and portfolio growth.
Where can I find and apply to commercial banking advisor jobs?
You can find and apply to commercial banking advisor jobs on Migrate Mate, which lists current openings from across the United States. Search the available roles, find the ones that fit your experience and target market, and apply directly to each listing without leaving the platform.
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