Treasury Management Specialist (Contract 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.

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.
• Consult 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 the initial Digital Conversion Professional training program and all required ongoing training.
• Provide outstanding “white glove” customer service to top‑tier clients and customers.
• Perform additional tasks, projects, special assignments, and rotating team roles at the discretion of the team leader.
• Understand and assist customers with NACHA files.

Qualifications

• 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).
• Provided technical assistance to clients with payment files imported for ACH, wire, and Positive Pay in various formats (NACHA, delimited, fixed, etc.).
• Background in a contact‑center environment is 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, 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.
• Education: BS in business, finance, accounting, or equivalent experience.

Pay

$20‑$30 per hour, based on experience level verified. This is a contract position starting on 10/15.

Benefits

• Medical, dental, and vision coverage.
• Generous PTO allowance.
• Life insurance.
• Employee assistance program.
• Pet insurance.
• Additional benefits available.