Treasury Management Specialist (Contract Position)
About The Position
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 http://www.vericast.com or follow Vericast on LinkedIn.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 requiredSuccessfully 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.
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.)
- Understanding and experience with NACHA files
- Excellent verbal and written communication skills are a must with experience presenting/training external stakeholders.
- Proficiency using Microsoft Suite
- Must have B2B experience
- Minimum of 6 months to 5+ years of experience in Treasury Management
- BS in business/finance/accounting or equivalent experience
Nice To Haves
- 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.
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.
Benefits
- 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!
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What This Job Offers
Career Level
Mid Level
