Client Delivery Technical Professional II

Job Summary:

Technical expert supporting Treasury Management systems and applications. This role is critical in delivering exceptional client experiences by providing technical and operational support, resolving technical issues, and enabling clients to fully leverage our products and services.

You will act as a key liaison between clients, internal teams, and external vendors while driving efficiency improvements and contributing to strategic initiatives across the organization.

Key Responsibilities

Client Support & Technical Expertise

• Provide advanced technical and operational support for treasury management systems, applications, and software.
• Deliver remote diagnostics and troubleshooting for client-reported issues.
• Serve as the primary liaison between clients and internal operations teams to ensure timely resolution of issues.

Problem Solving & System Support

• Diagnose and resolve system and transmission file failures across various formats.
• Conduct root cause analysis and recommend effective solutions.
• Support system installation, configuration, upgrades, and customization.

Collaboration & Continuous Improvement

• Partner with internal teams and external vendors to address system-impacting events.
• Contribute to product enhancements, implementation efforts, and process improvements.
• Identify opportunities to reduce call volume and improve client self-service capabilities.

Leadership & Client Engagement

• Act as an escalation point for complex client issues and transaction inquiries.
• Provide training, guidance, and mentorship to team members.
• Maintain detailed client documentation to support effective delivery service.

Risk & Compliance

• Support clients with data security, risk assessments, and system controls.
• Ensure compliance with banking regulations, policies, and procedures.

Required Technical Skills

• Strong working knowledge of banking file transmission formats, including:
• TXT, CSV, XML, EDI, BAI2, NACHA
• SWIFT MT (MT940, MT942, MT101, MT103, MT910, etc.)
• ISO 20022 (PAIN001.v3, PAIN001.v9) CAMT (052, 053, 054)
• Experience troubleshooting transmission files and payment processing workflows.
• Trouble shooting web browsers
• Chrome, Edge
• ITIL Management
• Salesforce Case Management –
• Network Infrastructure Management –
• Multifactor Tokens

Nice to have: BofA CashPro, CitiDirect, HSBCnet, JPM Access, BNY Mellon, Bottomline Technologies, Finastra

Qualifications

• Proven experience in technical support, treasury management, or banking operations.
• Strong analytical and problem-solving skills.
• Excellent communication and client relationship management skills.
• Ability to make independent decisions and handle technical client scenarios.

The typical base pay range for this role is between $84K - $103K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.