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Financial Systems Conversion Specialist

Description

Ref ID: 04210-0010932790

Classification: Financial Analyst - Entry Level

Compensation: $23.75 to $27.50 per hour

? 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 ? 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 ? Probes to identify client/customer client/customer needs and offer appropriate products, services, and solutions ? 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 ? Monitors individual performance tracking data and provides input for Individual Development Plans ? May be assigned additional tasks, projects, special assignments / team roles on a rotating basis at the discretion of Leader ? 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 level I Digital Conversion Professionals BS in banking/business or equivalent experience ? Minimum 5+ years preferred ? 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. ? Excellent written and verbal skills. ? Superior customer service skills. ? Ability to demonstrate training experience/skills. ? Good working knowledge of email, Skype for business (or equivalent), Word, Excel ? Ability to multitask ? Detail oriented ? Above average communication and interpersonal skills ? Above average computer skills ? Ability to learn required information and ongoing training ? Minimum 5+ years preferred ? 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. ? Excellent written and verbal skills. ? Superior customer service skills. ? Ability to demonstrate training experience/skills. ? Good working knowledge of email, Skype for business (or equivalent), Word, Excel ? Ability to multitask ? Detail oriented ? Above average communication and interpersonal skills ? Above average computer skills ? Ability to learn required information and ongoing training

Requirements

? Minimum 5+ years preferred ? 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. ? Excellent written and verbal skills. ? Superior customer service skills. ? Ability to demonstrate training experience/skills. ? Good working knowledge of email, Skype for business (or equivalent), Word, Excel

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888-490-3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-UT-Salt Lake City
Employment Type Full-Time/Part-Time
Pay Type Hour
Pay Rate $23.75 - $27.50 /Hour
Store Type Accounting, Finance, Professional Services
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Company Overview

Accountemps

Accountemps, a Robert Half company, is the worldwide leader in temporary financial staffing, providing excellent opportunities in the areas of accounting, bookkeeping, credit and collections, data entry, finance, payroll, audit and tax. Our relationships with top companies ensure that our employees enjoy competitive pay, and dynamic and ongoing assignments with the best opportunities for temporary and temporary-to-full-time employment. Learn More

Contact Information

US-UT-Salt Lake City
Recruiter
801-364-5500
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Snapshot
Accountemps
Company:
US-UT-Salt Lake City
Location:
Full-Time/Part-Time
Employment Type:
Hour
Pay Type:
$23.75 - $27.50 /Hour
Pay Rate:
Accounting, Finance, Professional Services
Store Type:

Description

Ref ID: 04210-0010932790

Classification: Financial Analyst - Entry Level

Compensation: $23.75 to $27.50 per hour

? 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 ? 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 ? Probes to identify client/customer client/customer needs and offer appropriate products, services, and solutions ? 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 ? Monitors individual performance tracking data and provides input for Individual Development Plans ? May be assigned additional tasks, projects, special assignments / team roles on a rotating basis at the discretion of Leader ? 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 level I Digital Conversion Professionals BS in banking/business or equivalent experience ? Minimum 5+ years preferred ? 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. ? Excellent written and verbal skills. ? Superior customer service skills. ? Ability to demonstrate training experience/skills. ? Good working knowledge of email, Skype for business (or equivalent), Word, Excel ? Ability to multitask ? Detail oriented ? Above average communication and interpersonal skills ? Above average computer skills ? Ability to learn required information and ongoing training ? Minimum 5+ years preferred ? 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. ? Excellent written and verbal skills. ? Superior customer service skills. ? Ability to demonstrate training experience/skills. ? Good working knowledge of email, Skype for business (or equivalent), Word, Excel ? Ability to multitask ? Detail oriented ? Above average communication and interpersonal skills ? Above average computer skills ? Ability to learn required information and ongoing training

Requirements

? Minimum 5+ years preferred ? 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. ? Excellent written and verbal skills. ? Superior customer service skills. ? Ability to demonstrate training experience/skills. ? Good working knowledge of email, Skype for business (or equivalent), Word, Excel

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888-490-3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
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Financial Systems Conversion Specialist Apply now