Treasury Analyst Position Available In Mecklenburg, North Carolina

Description We are in the market for a Treasury Analyst in the Financial Services sector, based in Charlotte, North Carolina, 28211, United States. The role offers a short term contract employment opportunity. As a Treasury Analyst, you will be primarily responsible for aiding in the migration of Treasury Management customers from one platform to another, handling ticket-based requests, and supporting other conversion activities.

YOU MUST HAVE BANKING EXPERIENCE IN ORDER TO BE CONSIDERED

Responsibilities:

• Assist in the migration of approximately 4,000 Treasury Management customers from Q2 to the FiServ platform.
• Handle ticket-based requests, primarily emails, with current volumes of around 300 calls and 175 tickets per day.
• Provide flexibility to support other conversion activities such as data input and reconciliation.
• Be prepared for potential customer outreach tasks.
• Manage customer accounts, ensuring their accuracy and efficiency.
• Process customer credit applications accurately and in a timely manner.
• Maintain accurate records of customer credit.
• Resolve customer inquiries and issues promptly.
• Utilize various software systems in the execution of duties, including Accounting Software Systems, Banking software, Data Processing, LaserPro, and Lawon ERP.
• Handle tasks related to Check Processing, Collection Processes, and Consumer Loans. Requirements
• Proficient in Accounting Software Systems
• Experience with Banking software
• Ability to handle Data Processing tasks efficiently
• Familiarity with LaserPro software
• Experience using Lawon ERP
• Comfortable with Answering Inbound Calls
• Knowledgeable in Check Processing operations
• Understanding of Collection Processes
• Experience dealing with Consumer Loans
• Credit management expertise 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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .