Senior Level Customer Banking Specialist Jobs
Senior level customer banking specialist jobs place experienced professionals in charge of complex client relationships, compliance oversight, and the branch or team performance goals that define success at this level. Openings are concentrated across in-person and hybrid settings in Banking & Financial Services, Investment & Asset Management, and Fintech, with employers like Northwest Bank, Regions Bank, and JPMorganChase hiring at this level now.
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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.
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Find JobsSenior Level Customer Banking Specialist Job Market
Who's Hiring
- Northwest Bank11
- Regions Bank7
- JPMorganChase6
- Truist5
- Amerihome Mortgage Company5
Top Industries Hiring
- Banking & Financial Services56
- Investment & Asset Management21
- Fintech6
- Consulting & Professional Services5
- Accounting & Auditing4
Senior Level Customer Banking Specialist Jobs: Frequently Asked Questions
How do I get a senior level customer banking specialist job?
Employers at this level look for demonstrated ownership of outcomes, not just task completion. Highlight experience leading client escalations, mentoring junior staff, and driving measurable results like portfolio growth or compliance improvements. A strong candidate shows they can set priorities independently, communicate across teams, and represent the bank in high-stakes client conversations without close supervision.
Which companies hire senior level customer banking specialists?
Companies hiring senior level customer banking specialists right now include Northwest Bank, Regions Bank, and JPMorganChase, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from established retail banks, regional credit unions, and financial services firms building out experienced teams in high-volume or complex-market branches.
Are there remote senior level customer banking specialist jobs?
Yes, though most senior roles in this field remain in-person or hybrid due to client-facing responsibilities. About 13% of senior level customer banking specialist openings are remote or hybrid as of November 2026, with fully remote options more common in operations, compliance support, or relationship management functions rather than branch-based roles.
What makes a customer banking specialist role senior level?
Senior level roles carry broader scope and direct accountability for outcomes. Expectations include owning a client portfolio, resolving complex or escalated issues independently, mentoring less experienced specialists, and contributing to branch goals or product adoption targets. The distinction from mid-level roles is less about task variety and more about the depth of judgment, autonomy, and leadership expected day to day.
Which industries hire the most senior level customer banking specialists?
Senior Level customer banking specialist roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive demand because they operate large customer-facing teams where experienced specialists are needed to manage complex accounts, support branch performance, and maintain regulatory standards at scale.