Treasury Management Specialist (Contract Position)

Vericast•San Antonio, TX

About The Position

Vericast is seeking a Treasury Management Specialist for a contract position. This role involves managing complex business clients during online banking system upgrades or conversions, providing technical support, customer service, and sales assistance. The specialist will deliver training sessions, consult with clients on additional needs, and provide contact center support for commercial bank clients. Maintaining accurate customer interaction records and completing required training are essential. The role emphasizes outstanding customer service for top-tier clients and may involve additional tasks and projects. Understanding and assisting customers with NACHA files is also a key responsibility.

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.