Director – Digital, Branch, & Contact Center

Cornerstone Advisors

Director of Digital, Branch & Contact Center at Cornerstone Advisors, serving banks, credit unions, and fintechs. Leading strategic consulting engagements and advising clients on digital banking transformations.

Posted 7/21/2026full-timeRemote • Arizona • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading strategic consulting engagements within retail and commercial digital banking, focusing on technology implementations and operational improvements. Proficient in developing strategic roadmaps and delivering executive-level presentations that align business objectives with customer experience enhancements.

Highest-signal resume keywords

Digital Banking TransformationStrategic Roadmap DevelopmentLeadership in Retail BankingOperational Improvement ProgramsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Digital Banking StrategyTreasury ManagementContact Center OperationsBranch StrategyOperational AnalysisProcess ImprovementTechnology ImplementationData AnalysisVendor EvaluationRFP Processes

Soft Skills

LeadershipCollaborationClient Relationship ManagementFacilitationCommunication

Tools & Technologies

CRM SystemsDigital Banking PlatformsContact Center SolutionsMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

Financial ServicesFintech InnovationCustomer ExperienceBanking TechnologiesEmerging Payments Trends

About the role

Key responsibilities & impact

Lead and deliver strategic consulting engagements focused on retail and commercial digital banking, contact center operations, branch strategy, and customer/member experience.
Assess current-state operating models, technology environments, and service delivery capabilities for banks and credit unions.
Develop strategic roadmaps that align people, processes, technology, and business objectives.
Advise clients on digital banking transformation initiatives, including online banking, mobile banking, digital onboarding, treasury management, and self-service capabilities.
Lead vendor evaluation, selection, and RFP processes for digital banking platforms, contact center solutions, CRM systems, and related technologies.
Facilitate executive workshops, strategic planning sessions, governance meetings, and client roundtables.
Analyze operational, financial, and experience data to identify opportunities for process improvement and operational efficiencies.
Leverage Cornerstone's proprietary research, benchmarking, and industry intelligence to develop actionable client recommendations.
Develop and deliver executive-level presentations, strategic assessments, and client deliverables.
Contribute to business development efforts, including proposal development, client relationship expansion, conference presentations, and thought leadership initiatives.
Collaborate across Cornerstone practice areas to deliver integrated, cross-functional consulting solutions.
Maintain deep knowledge of emerging banking technologies, payments trends, fintech innovation, and evolving customer experience expectations.

Requirements

What you’ll need

Bachelor’s degree in business, Finance, Information Systems, Management, or a related field.
Minimum of 7 years of progressive leadership experience within a bank, credit union, fintech, or financial services consulting organization.
Demonstrated leadership experience in one or more of the following: Retail Banking, Treasury Management, Commercial Digital Banking, Digital Banking Strategy, Contact Center Operations, Branch Operations or Branch Strategy, Customer or Member Experience.
Experience leading strategic initiatives, technology implementations, operational improvement programs, or digital transformation efforts.
Strong proficiency with Microsoft Office applications, particularly Excel and PowerPoint.

Benefits

Comp & perks

Medical
Dental
Vision
HSA
401k
Profit sharing
Life Insurance
Parental Leave
PTO
EAP