TCS Onboarding Specialist

Braemar Hotels & Resorts • Toms River, NJ

13d • $23 - $31 • Hybrid

About The Position

The TCS Onboarding Specialist opens Commercial and Government accounts and onboards new and existing Treasury Management (TM) products and services. Reporting to the Treasury Client Services Onboarding Supervisor, the specialist provides customer training and transitions customers to TCS Service after implementation is complete. The role involves coordinating with customers and internal partners, completing setup and account-opening work, reviewing changes for accuracy, resolving customer issues, and meeting management’s performance timelines. The specialist also collaborates with TCS Operations & Analytics and participates in the TM Sales & Onboarding Deal Team.

Requirements

• High school diploma or equivalent required.
• At least 3 years of customer service experience in a professional environment involving direct customer contact.
• At least 3 years of Treasury Client Services experience or equivalent.
• Excellent interpersonal, written, and oral communication skills.
• Excellent problem-solving skills.
• Ability to take initiative and work with minimal direction or supervision.
• Proficiency in MS Office Suite.
• Excellent Internet research skills.
• High computer literacy, including Internet, PC, and email technology, and ability to communicate technical information to customers.
• Ability to navigate multiple computer applications while maintaining a conversation with a customer.
• Proficiency in multitasking.
• Detail-oriented with solid analytical skills.
• Strong organizational skills and ability to complete assignments within deadlines.

Nice To Haves

• Associate or bachelor's degree in Finance, Business, or Accounting.
• Five years of customer service experience in a professional environment involving direct customer contact.

Responsibilities

• Set up Treasury products and services for new and existing Commercial and Government customers, including Online Banking, Remote Deposit Capture, Positive Pay, Combined Account Analysis, Combined Commercial Checking, and Sweep Accounts.
• Provide customers and internal partners with clear, timely updates on request status and progress.
• Process changes, updates, and additions to existing products and services, including adding services or accounts, updating Super Users, removing services, and closing Treasury Management services and profiles.
• Process and review new Business Account applications and follow up as needed.
• Provide ongoing support related to onboarding new Treasury Management customers, adding or updating Treasury Management services, and opening new accounts.
• Conduct onboarding and training calls for customers receiving new Treasury Management services.
• Deliver respectful, courteous, and professional service to internal and external Bank customers.
• Guide new Treasury Management customers on how to report a product issue.
• Review new setups and changes, updates, and additions according to procedures to ensure accuracy.
• Complete onboarding tasks within established timeframes and management-set Key Performance Indicators.
• Take ownership of customer issues and work with customers to identify appropriate resolutions.
• Follow Bank policies, procedures, protocols, and guidelines.
• Collaborate with the TCS Operations & Analytics team on customer technical requests when appropriate.
• Participate in the TM Sales & Onboarding Deal Team to support communication across Commercial and Government bank areas, including RM, TM, CLA, TMSA, GBO, and GBSA.
• Complete required Bank training through Regulatory University and additional online education certifications.
• Recommend process improvements and efficiencies that may enhance the customer or department experience.
• Perform other duties and tasks or projects requested by management.

Benefits

• On-site fitness facility at Red Bank and Toms River headquarters offices.
• Hybrid schedule after initial onboarding is completed: 3 days in office and 2 days remote.
• Employee perks and discount programs.
• Tuition assistance.
• Incentive compensation program.
• Professional development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED