Vericast · 2 weeks ago
Treasury Management Specialist (Contract Position)
San Antonio, TX
Contract
Onsite
New Grad, Entry, Mid Level
$20/hr - $40/hr
0+ years expVericast is the financial institution performance partner, helping banks and credit unions drive growth through data and technology. The Treasury Management Specialist will manage client relationships during banking system upgrades, provide technical support, and conduct training sessions for clients transitioning to new online platforms.
AdvertisingE-CommerceMarketing
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
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
Qualification
Required
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.)
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
BS in business/finance/accounting or equivalent experience
Preferred
Background in contact center environment a plus
Benefits
Medical, dental and vision coverage
Generous PTO allowance
Life insurance
Employee assistance
Pet insurance
Company
Vericast
Vericast engages in automotive, marketing, advertising, e-commerce, telecom and intelligent media services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
MacAndrews & Forbes, Incorporated
2005-01-01Private Equity
Leadership Team
Lisa Nicholas
SVP FI Marketing Products & Strategy
Paul Mandeville
Chief Product Officer
Recent News
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