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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; a leader in wealth, lending, and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs. We offer an innovative approach to private banking to help clients establish, maintain, and expand their legacy.

What Makes Us Different

We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the sixth consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation. Our secret sauce in one word is our 'culture'.

Our Culture

We value a diverse, equitable, inclusive, and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels, and operate with a philosophy of hospitality and general human kindness.

Opportunities for Growth

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing.

About the Role

The Treasury Management Operations department has an opportunity to join an energetic team of treasury professionals. This position is responsible for assisting Peapack-Gladstone Bank business clients with training and ongoing inquiries regarding their usage with Peapack-Gladstone Bank's treasury management systems and products.

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.
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. 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.