Description

We are in search of a Treasury Analyst to join our team situated in Charlotte, North Carolina. This role is in the financial services industry and offers a short term contract employment opportunity. As a Treasury Analyst, your primary role will be to assist in the migration of Treasury Management customers from one platform to another, handle ticket-based requests primarily via emails, and support other conversion activities. This role is 100% in office Monday to Friday.

Responsibilities:

• Assist in the migration of Treasury Management customers from the Q2 platform to the FiServ platform

• Handle ticket-based requests, predominantly through email correspondence

• Support other conversion activities, which may include data input and reconciliation

• Monitor customer accounts and take necessary actions based on the account status

• Process customer credit applications with accuracy and efficiency

• Maintain precise credit records of customers

• Utilize accounting software systems and banking software for various tasks

• Respond to inbound calls if required

• Engage in check processing and collection processes

• Handle consumer loans and credit-related tasks.

Requirements • Proficiency in Accounting Software Systems is required for seamless execution of treasury related tasks.

• Familiarity with Banking software is essential for effective data management and analysis.

• Ability to handle Data Processing tasks accurately and efficiently.

• Proficiency in LaserPro software to manage loan documentation and compliance.

• Experience with Lawon ERP software for effective business process management.

• Ability to handle Answering Inbound Calls professionally, providing timely and relevant information.

• Experience in Check Processing operations, ensuring accuracy and timeliness.

• Understanding of Collection Processes to manage and reduce company debt.

• Knowledge of Consumer Loans including application, processing, and management.

• Familiarity with Credit processes and principles, including credit risk analysis.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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