Transition Specialist

Role Responsibilities:

• Works directly with Clients via phone
• Provides technical and product support of systems and procedures within Treasury Solutions
• Provides client outreach and support for various migrations or changes impacting client use of Treasury products
• Supports testing of new or enhanced applications and client testing of application upgrades/changes
• Ability to diagnose and resolve more complex user issues and provide user training
• Documents system issues and resolutions and escalates to team lead/manager when necessary
• Adheres to and follows all applicable policies and procedures
• Proactively escalates issues and risks to leadership's attention
• Responsible for general support and delivery of moderate to high level complexity
• Client Transitions Management Team initiatives and projects.

Must Have Skills/Prior Experiences:

• Undergraduate degree in related field or equivalent work experience
• 6+ years of customer service experience handling in-person level conversations
• 5+ years of technical support experience
• Strong organizational and communication/grammar skills - both written and verbal
• Demonstrated proficiency in computer applications, such as Microsoft Office software products
• 1:1 level support experience working directly with Clients on the phone - candidates need recent experience and proficiency in working with Clients/high inbound and outbound call volumes based on project.

PlNice to Have Sklls/Prior Experiences:

• Bachelor s Degree in Business, Finance, Technology or Accounting
• Experience in banking, financial services, treasury and/or cash management
• Experience in ACH, Wire, SWIFT and Lockbox banking applications
• Experience in Bottomline applications
• Experience in Commercial and Merchant card applications and operations