Treasury Management Operations Specialist I

Peapack-Gladstone Bank - Bedminster, NJ

Full-time

Bedminster, NJ

Credit Intermediation and Related Activities

About the position

Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank that has been a leader in wealth, lending, and deposit solutions for over 100 years. The bank prides itself on its innovative approach to private banking, helping clients establish, maintain, and expand their legacy. The Treasury Management Operations department is seeking a Treasury Management Operations Specialist I to join their energetic team of treasury professionals. This role is crucial in assisting business clients with training and ongoing inquiries regarding their usage of the bank's treasury management systems and products. As a Treasury Management Operations Specialist, you will become a subject matter expert in all treasury systems and products, providing technical support to hundreds of business clients. The position involves working with various system products, including online and mobile applications, wire and ACH payments, positive pay, remote deposit capture, bill pay, and balance and transaction reporting. The fast-paced team also serves as a liaison with internal Peapack-Gladstone Bank Bankers, Treasury Sales, Fraud Prevention, and other internal teams, requiring responsiveness, professionalism, and clear communication. The role includes providing high-quality support for all treasury management products and services, collaborating with internal Bankers and Treasury Sales Officers to deliver treasury solutions for business clients, processing requests for adding new business clients to the treasury systems, and performing maintenance and modifications for existing clients. You will also be responsible for providing clear and concise verbal and video training to business clients, troubleshooting system issues, performing daily system reviews, processing critical daily transmissions, and assisting with special projects as assigned.

Responsibilities

• Provide high quality support for all treasury management products and services: ACH originations, remote deposit capture, online wire transfers, positive pay, bill pay and numerous treasury systems and functions.
• Collaborate with internal Bankers and Treasury Sales Officers to provide treasury solutions for business clients.
• Process requests for adding new business clients to the treasury systems as well as perform maintenance and modifications for existing clients utilizing the various treasury products and services.
• Provide business clients with clear and concise verbal & video training utilizing Zoom, Microsoft Teams, or conference calls.
• Communicate and troubleshoot system issues with fellow treasury management operations team members.
• Perform daily system reviews to confirm all client updates and modifications were done accurately.
• Process critical daily transmissions and banking transaction files.
• Communicate with clients and internal personnel with the highest standards of professionalism and customer service.
• Assist with special projects and other duties, as assigned.

Requirements

• Four-year college degree or equivalent work experience preferred but not required
• Certified Treasury Professional is a plus
• Knowledge of Jack Henry systems such as Silverlake is a plus
• Solid analytical and problem-solving skills
• Must be reliable, organized, and detail focused
• Must be able to work independently with minimal supervision
• Ability to work effectively with individuals and teams to manage internal and external client relationships
• Strong organizational skills and the ability to manage competing priorities
• Must be able to work in a team environment
• Excellent interpersonal skills required. Teamwork is a must
• Ability to review current processes and suggest necessary enhancements
• Ability to take the initiative with the daily tasks as well as special projects
• Excellent computer skills required with good working knowledge of Microsoft Word, Excel, and Outlook

Nice-to-haves

• Knowledge of Jack Henry systems such as Silverlake is a plus
• Certified Treasury Professional is a plus

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Competitive PTO package
• 401k match