Treasury Management Specialist (Contract Position)

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

Job summary

Vericast is seeking a Treasury Management professional to guide clients through online banking upgrades and conversions. You will deliver training, provide support across multiple channels, and manage client relationships with a focus on NACHA and treasury services.

Ideal candidates have 6 months to 5+ years in Treasury Management, B2B experience, and strong communication skills. This contract role offers competitive hourly pay and benefits as described.

Qualifications

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

Responsibilities

• Manage clients during online banking upgrades or conversions for small to large businesses.
• Provide technical support, customer service and sales assistance to clients.
• Deliver instructor-led training sessions for transitioning to new online banking platforms.
• Consult with clients to identify additional needs related to products/services.
• Provide contact center support for commercial bank clients across multiple channels.
• Maintain complete records of customer interactions as required.
• Complete initial and ongoing training for Digital Conversion Professional program.
• Provide exceptional white-glove service to top-tier clients.

Skills

Verbal and written communication

Microsoft Office

B2B experience

Treasury management knowledge

Customer service

NACHA file understanding

Education

BS in business/finance/accounting

Tools

NACHA file processing

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.

Benefits

• medical
• dental
• vision coverage
• generous PTO allowance
• life insurance
• employee assistance
• pet insurance

Company Culture

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 . EEO is the law.

Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. For more information, visit or follow Vericast on LinkedIn.

Originally posted on Himalayas