Senior Banking Servicing Transformation Consultant - Remote / Telecommute

Job Title: Senior Banking Servicing Transformation Consultant - Remote / Telecommute

Job Location: Dallas, TX

Job Type: Contract

Pay Range: $55.00hr - $60.00hr

Job Overview:

Our client is seeking a senior Servicing Transformation Consultant / SME with deep Banking, Cards, or Consumer Lending experience to support a strategic servicing modernization initiative. The individual will help define future-state agent-assisted customer servicing workflows, identify opportunities for AI and agentic automation, shape the servicing operating model, and participate in solutioning workshops and stakeholder-facing discussions.

Must Have:

• 15+ years of experience in Banking, Cards, Consumer Lending, or Financial Services.
• Direct experience leading or implementing customer servicing transformation programs.
• Hands-on experience with agent-assisted customer servicing, contact center operations, collections and disputes, card servicing, fraud servicing, and customer support operations.
• Experience redesigning and modernizing servicing workflows and operating models.
• Experience applying AI, automation, agent-assist, or agentic capabilities to servicing operations.
• Experience working directly with business stakeholders to define future-state servicing models and transformation roadmaps.
• Strong facilitation, workshop, and executive engagement skills.

Preferred Experience:

• Credit card servicing operations.
• Consumer lending servicing operations.
• Containment and deflection strategies.
• Agent desktop modernization.
• Next-best-action, agent-assist, workflow automation, or AI-enabled servicing solutions.
• Large-scale servicing platform modernization initiatives.

Responsibilities:

• Review current servicing processes and identify workflow simplification opportunities.
• Identify and prioritize candidate workflows for AI-enabled and agent-assisted customer servicing.
• Help define the future-state servicing operating model.
• Recommend improvements to agent productivity, customer experience, containment, and deflection.
• Participate in solutioning workshops, whiteboarding sessions, and stakeholder discussions.
• Challenge assumptions and help shape the modernization roadmap and value proposition.
• Assist in developing business cases and outcome-based transformation recommendations.

Proven Track Record:

The candidate should demonstrate experience in:

• Modernizing customer servicing operations in Banking, Cards, or Consumer Lending.
• Simplifying agent-assisted servicing workflows through AI, automation, and workflow redesign.
• Improving agent productivity and servicing outcomes.
• Designing and implementing containment and deflection strategies.
• Defining future-state servicing operating models and transformation roadmaps.
• Leading executive workshops and stakeholder alignment sessions.
• Translating servicing strategy into practical, implementable business and technology roadmaps.

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• Medical, Dental, and Vision Insurance
• 401(k) Retirement Plan
• Health Savings Account (HSA)
• Disability Insurance (Short-Term and Long-Term)
• Life and AD&D Insurance
• Paid Sick Leave (where required by applicable state or local law)
• Supplemental Insurance Plans
• Identity Theft Protection
• Pet Insurance
• Employee Wellness Programs
• Employee Assistance Program (EAP)
• Career Growth and Professional Development Opportunities