Treasury Analyst, Robert Half

Treasury Analyst

Robert Half

Location:

United States, Charlotte

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job 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.

Job Responsibility:

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
Familiarity with Banking software
Ability to handle Data Processing tasks accurately and efficiently
Proficiency in LaserPro software
Experience with Lawon ERP software
Ability to handle Answering Inbound Calls professionally
Experience in Check Processing operations
Understanding of Collection Processes
Knowledge of Consumer Loans
Familiarity with Credit processes and principles

What we offer:

medical
vision
dental
life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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