Conversion Specialist

Job title: Conversion Specialist
Job type: Contract (6 months to 1 year)
Location: US (Remote)
Important note (MUST HAVE) - We are looking for someone who has experience with transition or implementation of new software, tool or system from Banking domain.
Job Summary

• Provide Training of the application to the Tier 1 customers of the bank.
• Effectively & efficiently manages the conversion of assigned business clients from legacy client facing banking platform to new, target platform
• Work closely with middle market & large corporate (Tier 1 & Tier 2) and complex business clients
• Leads web based training session(s) with client on the phone utilizing Skype for business (or equivalent) tool
• Consults with Clients and Customers to identify additional needs related to the products or services
• Recommends/trains appropriate products, services, or solutions
• Works on assigned client programs
• Performs duties in a courteous, efficient, and professional manner
• Meets/Exceeds Company and client goals for levels of performance
  

Key Duties/Responsibilities

• Responsible for inbound or outbound call segment based on individual assignment
• Ensures security and privacy of customer/client information
• Provides education and support regarding products and services
• Utilizes available resources appropriately to accurately service clients/customers
• Ensures appropriate follow-through steps are completed for each call
• Maintains complete and accurate records of all call activity as required
• Maintains a professional appearance and a quality work environment that adheres to all safety and security policies
• Assists peers with policy and procedural questions
• Successfully completes initial new Digital Conversion Professional training program and completes all required learning and ongoing training
• Works within a team environment supporting both team objectives and overall Company objectives
• Probes, consults & executes with client/customer in the development of the detailed client conversion plan and maintains agreed upon SLAs
• Handles escalated calls
• Serves as a Skills Mentor to Conversion Specialist Level
  

Education

• BS in banking/business or equivalent experience
  

Work Experience

• Minimum 2+ years Treasury Management experience especially in Bottomline Digital banking platform
• Experience working with on-line banking treasury management, ACH & Wire transfer, lockbox, positive pay, investment sweeps and related bank services and applications with commercial, corporate customers
• Experience as a Treasury Management sales resource or product manager or on-line banking/wire transfer conversions is required