• Effectively manage treasury 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.• Manage Administrators and users for service setup • Deliver instructor lead, virtual classroom training sessions for clients transitioning to new online banking platforms• Provide contact center support for commercial bank clients by… Show more • Effectively manage treasury 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.• Manage Administrators and users for service setup • Deliver instructor lead, virtual classroom training sessions for clients transitioning to new online banking platforms• Provide contact center support for commercial bank clients by handling a high volume of calls and emails Show less

• Create payment requests for ACH, wires, and manage settlement documents utilizing Word, Excel, and MS Access• Manage payments and daily funding to lienholders• Serve as the internal point of contact and overseer for various processing departments to relay time sensitive information • Ability to operate independently in a fast-paced environment and work proactively

• Support onboarding treasury clients with check positive pay, ACH positive pay, ACH, wires, remote deposits, sweeps, and lockbox by phone and email• Assist with implementing new treasury services and removing them• Utilize Salesforce to log all communication on research requests• Perform extensive financial research on fraud investigations, payments, and processing issues• Analyze company financial statements and account analysis • Develop new policy and procedures to… Show more • Support onboarding treasury clients with check positive pay, ACH positive pay, ACH, wires, remote deposits, sweeps, and lockbox by phone and email• Assist with implementing new treasury services and removing them• Utilize Salesforce to log all communication on research requests• Perform extensive financial research on fraud investigations, payments, and processing issues• Analyze company financial statements and account analysis • Develop new policy and procedures to improve service level Show less