Lewis James Professional

Treasury Solutions Client Services Technical Specialist

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Treasury Solutions Client Services Technical Specialist for a contract opportunity with a financial services client.


  • Diagnose and resolve complex technical issues for Treasury products with precision and urgency.
  • Own and monitor problem escalation tickets/cases on technical and product issues.
  • Support internal partner inquiries regarding client interactions with treasury services.
  • Provide second level support in problem resolution related to file transmission protocols, file formats, and computer security software.
  • Maintain proficiency in field of expertise by staying current with supported Treasury products, and/or gaining specialized expertise for complex Treasury products.
  • Participate as needed in project meetings to provide feedback as well as gain insight into workarounds or solutions to client issues.  These meetings may include but are not limited to:  client meetings where technical support is needed, upcoming upgrades or products, providing feedback on existing products/service offerings, vendor meetings, and command centers for application migrations.
  • Work directly with vendors and internal product specialists to troubleshoot, test, and resolve client issues to ensure that all products and services work as expected for clients.
  • Ensure quality by understanding and adhering to company standards, service level agreements, and consistently identifying and implementing opportunities for improvement.


  • High school diploma or equivalent.
  • Must be able to work independently, be well organized, versatile, and display good time management skills in a sometimes high pressure environment, maintaining composure and a positive attitude.
  • Excellent written and oral communication skills that support a highly professional image with the ability to write business correspondence and communicate professionally over the telephone.
  • Ability to adapt to and function in a changing environment.
  • Proficient in MS Office applications including Word, Excel, and Outlook, and well as proficiency using the Internet.
  • Preferred Bachelor’s degree in business related field.
  • A+ Certification or equivalent work experience.
  • Certification in one of the following: Customer Service Management (CCSM) or Certified Treasury Professional (CTP).
  • Two years of call center experience, or equivalent phone-related experience.
  • Three years of banking experience, two of which are in a treasury-related role.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_2709. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_2709. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V