Functional Lead, Commercial Banking

This role is for a Functional Lead in Commercial Banking within Deloitte's AI & Engineering team, focusing on transforming technology platforms and operations. The candidate will lead functional workstreams on large-scale banking transformation programs, translating business requirements into solution designs and bridging the gap between business stakeholders and technology teams. The role requires a strong understanding of commercial banking domains and experience in Agile/SAFe frameworks.

What you'd actually do

  1. lead Commercial Banking functional workstreams on large-scale banking transformation programs
  2. translating complex business requirements into actionable solution designs
  3. bridging the gap between business stakeholders and technology implementation teams
  4. work directly with commercial lending officers, treasury managers, and credit risk professionals to understand their work and help synthesize those across: current state understandings, target state hypothesis, process documentation, requirements, and / or and platform configuration decisions that drive measurable outcomes
  5. help present your team’s findings to senior client stakeholders, implement recommendations, and begin to build long-term trusted advisor relationships with client counterparts

Skills

Required

  • Bachelor’s degree in relevant field (e.g., Business, Finance, or related discipline)
  • 5+ years in financial services industry or management consulting, with a significant focus on commercial banking operations, products, or technology
  • Strong understanding of Commercial Banking business domains, including commercial lending lifecycle (origination, underwriting, closing, servicing, workout), treasury and cash management products, and deposit operations from at least 1 of your previous roles
  • 2+ year proven track record of leading functional workstreams on transformation, technology implementation, or operational improvement programs within Commercial Banking environments
  • 2+ years of experience working within Agile or SAFe frameworks on large-scale technology programs
  • Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve

Nice to have

  • Ability to synthesize complex information into clear, concise, and compelling communications, including executive-ready presentations for both business and technical audiences
  • Exceptional quantitative and qualitative problem-solving skills
  • Advanced degree (e.g., MBA, M.S. Engineering, or equivalent) or relevant professional certification (e.g., PMP, Six Sigma, Lean)
  • Experience with financial services sector technology platforms and digital innovation
  • Hands-on experience with commercial lending or core banking platforms
  • Hands-on experience with facilitating large design workshops to help understand current state and target state design requirements
  • Deep understanding of platform implementation and the end-to-end SDLC, with experience defining go live sequencing, translating business requirements into technical specifications, and driving delivery in agile environments
  • Demonstrated ability to build trusted relationships with mid-to-senior-level banking professionals and influence without authority

What the JD emphasized

  • significant focus on commercial banking operations, products, or technology
  • Strong understanding of Commercial Banking business domains
  • proven track record of leading functional workstreams on transformation, technology implementation, or operational improvement programs within Commercial Banking environments
  • experience working within Agile or SAFe frameworks on large-scale technology programs