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Treasury Management Specialist – Contract Position
Vericast. Manage small, mid-market and large corporate, complex business clients during online banking system upgrades or conversions from legacy platforms to new target platforms .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management, including online banking systems and NACHA file handling, while providing exceptional client service and training. Proven ability to manage complex client relationships and deliver technical support effectively.
Highest-signal resume keywords
Treasury Management ExperienceOnline Banking System ConversionsNACHA File UnderstandingClient Service/Account ManagementTraining Session Facilitation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ACHWire TransferPositive PayLockboxInvestment SweepsProject ManagementTechnical AssistanceClient Information ManagementData ManagementBusiness Analysis
Soft Skills
Excellent Communication SkillsCustomer Service OrientationProblem-SolvingTeam CollaborationPresentation Skills
Tools & Technologies
Microsoft SuiteOnline Banking PlatformsContact Center Systems
Certifications & Qualifications
Digital Conversion Professional Training
Industry Keywords
B2BCommercial BankingCorporate ClientsFinancial ServicesClient Portfolios
About the role
Key responsibilities & impact- Manage small, mid-market and large corporate, complex business clients during online banking system upgrades or conversions from legacy platforms to new target platforms
- Provide clients with technical support, customer service and sales assistance
- Deliver instructor-led virtual classroom training for clients transitioning to new online banking platforms
- Consult with clients and customers to identify additional product or service needs
- Provide contact center support for commercial bank clients across multiple delivery channels
- Maintain complete and accurate records of customer interactions
- Complete initial Digital Conversion Professional training and required ongoing learning
- Provide white-glove customer service to top-tier clients and customers
- Understand and assist customers with NACHA files
- Perform additional tasks, projects, special assignments and rotating team roles as assigned
Requirements
What you’ll need- 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
- Technical assistance experience with ACH, Wire and Positive Pay payment files in NACHA, delimited, fixed and other formats
- Background in a contact center environment is a plus
- Proven track record of exceeding expectations through superior execution and project management
- Experience organizing and conducting training sessions for companies of various sizes
- Experience managing high profile clientele online banking data
- Experience building and managing client information portfolios
- Excellent verbal and written communication skills with experience presenting/training external stakeholders
- Proficiency using Microsoft Suite
- B2B experience
- Understanding and experience with NACHA files
- Minimum of 6 months to 5+ years of experience in Treasury Management
- BS in business, finance or accounting, or equivalent experience
Benefits
Comp & perks- Medical coverage
- Dental coverage
- Vision coverage
- Generous PTO allowance
- Life insurance
- Employee assistance
- Pet insurance