Lead Treasury Management Small Business Support (Hybrid)

Provident BankWoodbridge, NJ
$31 - $39Hybrid

About The Position

Provident Bank is seeking a Lead Treasury Management Small Business Support professional to supervise and support a team of Treasury Management Customer Support Specialists serving our small business clients. This role plays a critical part in ensuring high-quality service delivery, strong risk controls, and an exceptional customer experience across treasury management products and digital banking services. The Lead will oversee daily operations, coach and develop team members, act as an escalation point for complex issues, and partner with cross-functional teams to improve processes and service outcomes.

Requirements

  • High School Diploma or GED required
  • 5+ years of experience
  • Strong knowledge of Treasury Management products and digital banking platforms
  • Demonstrated leadership, coaching, and team development skills
  • Strong written and verbal communication skills
  • Proven ability to manage processes, solve problems, and operate in a risk-controlled environment
  • Customer-focused mindset with a commitment to service excellence

Nice To Haves

  • Associate or bachelor’s degree preferred
  • prior supervisory or team-lead responsibilities preferred
  • Experience with Treasury Management products and/or call center leadership strongly preferred

Responsibilities

  • Supervise and support Treasury Management Customer Support Specialists serving small business clients
  • Monitor calls, emails, and service requests to ensure service standards and SLAs are met
  • Provide coaching, performance feedback, and ongoing development to team members
  • Serve as the escalation point for complex customer issues, concerns, and complaints
  • Lead onboarding and training for new associates; develop training materials and job aids
  • Support treasury management products and services, including digital banking, ACH, wires, Positive Pay, Remote Deposit Capture, Bill Pay, and fraud claims
  • Assist customers and internal partners with troubleshooting and user administration
  • Partner with Digital Operations and third-party vendors to resolve customer issues
  • Ensure adherence to authentication procedures and fraud prevention protocols
  • Conduct real-time quality monitoring and coaching to ensure accuracy, professionalism, and policy adherence
  • Develop and maintain standard operating procedures (SOPs aligned with bank policy, risk, and regulatory guidance
  • Represent the team in cross-functional initiatives and continuous improvement efforts
  • Partner with Treasury Sales, Relationship Managers, Operations, Fraud, and Product teams
  • Support implementation of process and operational enhancements

Benefits

  • Health and Wellness benefits including Medical, Dental and Vision Plans
  • Flexible and Health Savings Accounts
  • 401(k) Retirement Plan
  • Disability Insurance
  • Employee Assistance Program
  • Basic Life Insurance
  • Company sponsored Tuition Disbursement and Loan Repayment programs
  • Supplemental Life Insurance
  • Accident, Critical Illness, Hospital Indemnity and Legal plans
  • Paid time-off (PTO)
  • Holiday (PTO)
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