Treasury Management Specialist (Contract Position)

Vericast•San Antonio, TX

About The Position

Vericast is seeking a Treasury Management Specialist to manage complex business clients during their online banking systems upgrade or conversion. This role involves providing technical support, customer service, and sales assistance, as well as delivering training sessions for clients transitioning to new online banking platforms. The specialist will consult with clients to identify additional needs, provide contact center support, and maintain accurate customer interaction records. A key aspect of the role is providing outstanding customer service to top-tier clients and assisting customers with NACHA files. The position also includes completing training programs and potentially taking on additional tasks and projects.

Requirements

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

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.