Treasury Management Specialist (Contract Position)

Vericast; United States; On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Generous PTO

Life insurance

Employee assistance programs

Pet insurance

Job summary

Vericast seeks a Treasury Management Conversion Specialist to guide clients through online banking upgrades and seamless transitions from legacy to target platforms. You will provide expert support, drive training initiatives, and coordinate with sales to identify client needs and opportunities.

This contract role requires 6 months to 5+ years in Treasury Management, strong MS Office skills, and proven ability to manage high-profile corporate accounts while delivering white-glove service.

Qualifications

• BS in business/finance/accounting or equivalent experience.
• 6 months to 5+ years of Treasury Management experience.
• Experience with NACHA files, online banking and treasury services is a plus.

Responsibilities

• Manage clients during online banking upgrade or conversion.
• Provide technical support, customer service and sales assistance.
• Deliver instructor-led, virtual classroom trainings for clients transitioning to new platforms.

Skills

B2B experience

Treasury Management knowledge

Excellent communication

Training/coaching

MS Office proficiency

Education

BS in business/finance/accounting

Tools

Microsoft Office

Job description

Key Duties/Responsibilities:

• Effectively manage small, mid-market, and large corporate, complex business clients during their online banking systems upgrade or conversion from a legacy platform to a new, target platform.
• Provide clients with efficient and effective technical support, customer service and sales assistance.
• Deliver instructor lead, virtual classroom, training sessions for clients transitioning to new online banking platforms.
• Consults with clients and customers to identify additional needs related to the products or services.
• Provide contact center support for commercial bank clients across multiple delivery channels.
• Maintain complete and accurate records of all customer interactions, as required
• Successfully complete initial new Digital Conversion Professional training program and all required learning and ongoing training.
• Provide outstanding "white glove" customer service to each of our top tier clients and customers.
• Additional tasks, projects, special assignments, team roles on a rotating basis may be assigned at the discretion of team leader.
• Understand and assist customers with NACHA files.
• Experience as a Treasury Management sales resource, client service/account management or product manager, or experience in online banking/wire transfer conversions. Experience working with online banking treasury management systems, ACH, wire transfer, lockbox, positive pay, investment sweeps and related bank services and applications with commercial, corporate customers (Banking / Business experience) - finance software.
• Provided technical assistance to clients with payment files being imported for ACH, Wire and Positive Pay in various formats (NACHA, delimited, fixed, etc.)
• Background in contact center environment a plus.
• Proven track record of exceeding expectations through superior execution and project management.
• Organized and conducted training sessions for companies of various sizes.
• Managed high profile clientele online banking data.
• Built and managed client information portfolios.
• Excellent verbal and written communication skills are a must with experience presenting/training external stakeholders.
• Proficiency using Microsoft Suite
• Must have B2B experience
• Understanding and experience with NACHA files
• Minimum of 6 months to 5+ years of experience in Treasury Management

Education Required:

BS in business/finance/accounting or equivalent experience

Salary: $20-$30 per hour based on experience level verified. Contract position.

Contract starting: 10/15

Applications will be accepted through September 24, 2026, after which the posting will be closed and no longer available for submissions.

Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, and a generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!

At Vericast, we don't just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity Employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at [e-mail] . EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf