Treasury Training Specialist

Mercantile Bank•Grand Rapids, MI

About The Position

Join Mercantile Bank as a full-time Treasury Training Specialist in Grand Rapids, MI, and immerse yourself in a dynamic, customer-centric environment that thrives on innovation and excellence. This role allows your passion for working with people to truly shine. You may be wondering what the "Treasury" part means; the Treasury Management (TM) department is responsible for managing clients' money and mitigating financial risks for our commercial customers. This exciting position is vital to our TM team, as in this position, your main responsibility is to host engaging webinar sessions with our commercial treasury clients to help them maximize the benefits of the treasury solutions we offer. As a Treasury Training Specialist at Mercantile Bank, you will spend much of your day leading engaging, interactive training sessions with customers who have recently implemented one of our treasury management solutions. As a trusted frontline expert, you will work directly with the individuals using our tools to learn how their organizations operate, understand the needs of different user roles, and guide them through our solutions in a way that is practical, relevant, and easy to understand. Your goal is to help clients confidently use our products and see meaningful value in their day‑to‑day operations. Beyond live training, you will play an important role in developing and maintaining learning resources such as job aids, guides, and short videos that support continued learning after training is complete. You will also collaborate across the Bank by supporting product demonstrations for sales partners, assisting with internal training for Mercantile employees, and working closely with the Digital and Product teams to support user acceptance testing for system enhancements. Throughout your day, you will rely on your strong communication skills and problem‑solving mindset to help clients optimize their treasury tools, answer questions, and troubleshoot issues as they arise, making a meaningful impact on both the client experience and Mercantile Bank's success.

Requirements

A bachelor's degree or certifications in instructional design/education, HR/training, or another business-related field preferred, OR equivalent work experience in instructional design/education, HR/training, or another business-related field
Experience providing training to end users or employees, or experience in a technical customer service role-ideally within a financial or technology‑driven software environment-is required.
Successful applicants should demonstrate a keen ability to distill complex information into digestible content
Strong computer troubleshooting and problem-solving skills
Proven ability to manage relationships with internal and external stakeholders
Ability to translate technical concepts into accessible client training
Excellent communication skills are vital for managing customer expectations and ensuring seamless onboarding for both new and existing clients.
Time management proficiency will be key to setting up workflows that align with customer needs.

Nice To Haves

Any experience using e-learning tools or video editing software would be ideal.
2+ years of experience in a training role preferred OR 4+ years of client-facing experience within a financial/technical software-driven industry
Prior experience in Treasury Management
E-learning creation experience with platforms like Articulate Rise & Storyline, Captivate, or Lectora
Video creation experience with platforms such as Camtasia, Clipchamp, or Premiere Pro, desired
Creativity is crucial, as you will need to adapt training materials to address specific customer needs dynamically.
Strong troubleshooting skills and a quick learning aptitude will enable you to effectively communicate the nuances of our systems.

Responsibilities

Deliver external client training and education for treasury management solutions, including user administration, equipment installation, regulatory updates, and ongoing enhancements through live webinars and other learning formats
Serve as a subject‑matter resource for internal teams, including the Treasury sales team, by providing training, guidance, and ongoing support related to commercial and treasury management solutions
Build and maintain critical knowledge of treasury solutions and system features and functionality, including technical product specifications, user entitlement options, and data file format requirements for treasury and digital systems used by customers