Treasury Management Client Onboarding Specialist III

1 month ago

Woodbridge Township, United States Provident Bank Full time

POSITION OVERVIEW:

As a Treasury Management Client Onboarding Specialist III at Provident Bank, you will coordinate the implementation of treasury management services. Your primary responsibilities include, supporting the sales process, coordinating the implementation and set up of Treasury Management Products and Services and providing ongoing helpdesk support to cash management clients via phone and email requests. This position will provide direct assistance to the Department or Sector Manager and may be called upon to train staff, support sales officers and act in a supervisory capacity in the absence of the Department or Sector Manager.

 

KEY RESPONSIBILITIES:

  • Coordinates the implementation of treasury management services
  • Ensures all documentation and setup parameters, including testing are completed accurately and timely.
  • Reviews and archives of all client documentation in conjunction with all associated supporting documentation as necessary.
  • Completes client walk through and training process for product/service implementation.
  • Filters sales referrals fielded to Treasury Management Sales officers from telephone calls received and email inquiries. Acts as a liaison with Treasury Management Operations to finalize documentation and setup processes.                                                                     
  • Handles phone inquiries in a helpdesk environment in conjunction with monitoring the queues and logging call activities. 
  • Monitors incoming inquiries from clients and branches
  • Monitors existing ACH Guidance lines maturities, provides information needed for and completing annual reviews for borrowers and non-borrowers.
  • Monitors upcoming maturities along with facilitating the renewal with all parties to ensure timely processing. 
  • Prepares ACH documentation for the recommendation of ACH Guidance line approvals or renewals as necessary.  Maintains all records to comply with policies and procedures.
  • Completes ACH Annual reviews for borrowers and non-borrowers.
  • Examines and monitors RDC client activities and risk ratings and makes recommendations
  • Reviews RDC processing exceptions including deposit limits review.
  • Resolves Cash Management issues with Treasury Management Operations and third-party vendors to resolve customer issues relating to products/services.
  • Additional duties as assigned

 

MINIMUM QUALIFICATIONS:

  • High School Diploma or GED required.
  • Minimum of 5 years related experience.
  • Ability to work in a fast-paced environment,
  • Knowledge of applicable banking and privacy laws and regulations and policies.
  • Possess excellent oral and written communications skills.
  • Ability to prioritize multiple responsibilities and complete them on time.
  • Ability to work in a team environment to instruct peers and assume a leadership role.
  • Computer literacy with PC and windows programs.
  • Ability to perform detailed mathematic operations with the use of a calculator.
  • Ability to work a flexible schedule to accommodate support hours at the helpdesk.
  • Ability to define problems, collects data, establish facts and draw valid conclusions.
  • Ability to interpret a variety of instruction, communicate them to others and establish controls to monitor and evaluate the application of these instructions.        
  • Ability to shift attention quickly and accurately from one matter to another.

 

PREFERRED QUALIFICATIONS:

Associate or Bachelor’s degree

Prior supervisory or team leader responsibilities.

 

 

This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.

 

Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.    

                                                                                                  

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.

 

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