JOB TITLE – Treasury Management Support/Conversion Specialist
JOB SUMMARY
- Deliver training on the new treasury platform to bank customers.
- Manage inbound customer calls by addressing reported queries and responding to previously raised requests.
- Lead end-to-end onboarding and conversion of business clients, ensuring a seamless transition from legacy digital banking platforms to the target platform.
- Execute all responsibilities with a high level of professionalism, courtesy, and efficiency.
KEY DUTIES / RESPONSIBILITIES
- Conduct training sessions for assigned bank clients.
- Coordinate with customers to schedule and deliver one-on-one training sessions for the assigned client base.
- Handle inbound calls to ensure timely resolution of queries from bank customers.
- Provide product education, troubleshooting, and platform support across all assigned services.
- Leverage available resources to resolve issues accurately and deliver high-quality service.
- Ensure end-to-end follow-up by documenting actions taken and outlining next steps for each interaction.
- Maintain strict adherence to data security, privacy, and confidentiality standards.
- Demonstrate professional conduct and comply with all safety and security policies.
- Successfully complete the Digital Conversion Professional training program and all mandatory ongoing learning.
- Collaborate effectively with team members to achieve organizational goals.
- Lead client discovery sessions, develop detailed conversion plans, and ensure adherence to agreed SLAs.
WORK EXPERIENCE
- Minimum two year of experience in treasury management platforms.
- Proven experience in delivering training and managing customer interactions, including support calls.
- experience especially in Bottomline Digital banking platform
Pay: $30.00 - $35.00 per hour
Work Location: Remote
