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Treasury Management Operations Specialist

2 months ago

Bedminster, New Jersey, United States Peapack-Gladstone Bank Full time
About Peapack-Gladstone Bank

Peapack-Gladstone Bank is a well-established, high-performing boutique bank that offers innovative wealth, lending, and deposit solutions to its clients. We prioritize the well-being and needs of our employees and clients, earning us recognition as one of the 'Best Banks to Work For' by American Banker for six consecutive years.

Our Culture

We value a diverse, equitable, inclusive, and safe workspace, fostering a one-team culture that shows appreciation for all employees. Our transparent and frequent communication, respect for feedback, and philosophy of hospitality and kindness create a unique work environment.

Job Summary

The Treasury Management Operations Specialist will join our energetic team of treasury professionals, assisting business clients with training and ongoing inquiries regarding our treasury management systems and products. This role requires a subject matter expert with all treasury systems and products, providing technical support to hundreds of business clients.

Responsibilities
  • Provide high-quality support for all treasury management products and services, including 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 and perform maintenance and modifications for existing clients.
  • Provide business clients with clear and concise verbal and video training using 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.
Qualifications
  • 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.
  • Ability to review current processes and suggest necessary enhancements.
  • Ability to take the initiative with daily tasks and special projects.
  • Excellent computer skills required with good working knowledge of Microsoft Word, Excel, and Outlook.
Benefits

Peapack-Gladstone Bank offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match.

We are an equal opportunity employer and welcome applications from diverse candidates.