Key Duties/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 requiredSuccessfully 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.
Job Details
| ID | #54856763 |
| State | Texas |
| City | San antonio |
| Job type | Contract |
| Salary | USD TBD TBD |
| Source | Vericast |
| Showed | 2025-11-21 |
| Date | 2025-11-21 |
| Deadline | 2026-01-20 |
| Category | Et cetera |
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Treasury Management Specialist (Contract Position)
Texas, San antonio, 78201 San antonio USA