Manager, Banking

About the position West Monroe is seeking a Manager with Commercial Banking and Consulting experience to join their teams in New York, Chicago, Seattle, or Los Angeles. The Banking practice focuses on business and technology projects within commercial lending, treasury management, mergers and acquisitions, and risk/regulatory compliance. They assist clients by developing operating models, cost optimization strategies, and implementing technology, platforms, data, and analytics tools, along with supporting change management. The role involves applying knowledge of commercial banks to tailor solutions and help clients gain a competitive advantage. The Manager will assist business and technology executives in solving key problems in the financial services industry, mentor junior consultants, and contribute to practice and career growth.

Responsibilities

• Serve as Project Manager and subject matter specialist for financial services engagements focused on improvement to business process and technology
• Source project needs, scope and plan out new projects, and identify needed staffing
• Understand the Software Development Lifecycle (SDLC) and plan/manage project execution and quality of final deliverables
• Drive the development and enhancement of West Monroe's methodologies and approaches to client delivery and provide thought leadership for internal practice development
• Coach and manage other consultants and participate actively in the performance expectation process
• Support business development and RFP pursuits including driving proposal creation, pricing scenarios, and oral presentations
• Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.
• Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.

Requirements

• Bachelor's degree in relevant field preferred, or equivalent experience required
• 5-10 years Consulting firm/industry experience preferred in financial services, including but not limited to commercial lending, treasury management, risk/regulatory compliance
• A commitment to inclusion and diversity, and openness to new ideas and perspectives
• Strong communication skills to be able to work with Client representatives at all levels
• Candidates must be eligible to work permanently in the United States without sponsorship
• Proactive desire to continue to broaden and deepen business and consulting skills
• Ability to work both independently and within a team environment backed up by strong communication skills
• Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.

Nice-to-haves

• MBA, or industry certification with a focus in banking/commercial lending
• Experience managing / leading financial services firm going through a transformational change initiative including Mergers and Acquisitions, Core Conversions, and/or Ancillary System Implementations and Integrations
• Commercial credit qualification or commercial credit training
• Experience with industry-leading Core Loan Accounting Systems including FIS, Fiserv, and/or Jack Henry
• Experience with Commercial Loan Origination Systems (LOS’) including, but not limited to nCino, Moody’s CreditLens, Baker Hill NextGen, and/or Sageworks
• Solutions experience or certification with Customer Relationship Management (CRM) systems including Salesforce and Microsoft Dynamics desired
• Experience with emerging technologies related to data, AI, and machine learning

Benefits

• medical, dental, vision, and basic life insurance
• 401k plan
• employee stock ownership program
• annual bonuses
• unlimited flexible time off
• ten paid holidays
• ten weeks of paid parental leave