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