Job Description:
• Manage small, mid-market and large corporate, complex business clients during online banking system upgrades or conversions from legacy platforms to target platforms
• Provide technical support, customer service and sales assistance
• Deliver instructor-led virtual classroom training sessions 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 new Digital Conversion Professional training and required ongoing learning
• Provide outstanding “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 by the team leader
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
• Experience providing technical assistance with ACH, Wire and Positive Pay payment files in NACHA, delimited, fixed and other formats
• Contact center environment experience 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, including 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/accounting or equivalent experience
Benefits:
• Medical coverage
• Dental coverage
• Vision coverage
• Generous PTO allowance
• Life insurance
• Employee assistance
• Pet insurance