Treasury Management Specialist (Contract Position)

Job Description

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.

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) – 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.)

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.

Excellent verbal and written communication skills are a must 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 Required

BS in business/finance/accounting or equivalent experience

Additional Information

Salary: $20-$40 per hour based on experience level verified.

Contract position.

Applications will be accepted through July 30, 2026, after which the posting will be closed and no longer available for submissions.

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!