Treasury Management Operations Specialist I

Peapack Private Bank & Trust•Bedminster Township, NJ

12h•$46,042 - $55,000

About The Position

The Treasury Management Operations Specialist role supports clients and internal teams by providing assistance with Treasury Management products and services. This role includes client training, technical support, processing service requests, and coordinating daily transaction files. This position requires strong attention to detail, knowledge of banking regulations, and the ability to work collaboratively across departments.

Requirements

High School Diploma or equivalent required; associate or bachelor’s degree preferred.
Minimum of 1-2 years of related banking experience preferred.
Experience in banking operations, or treasury management a plus.
Strong analytical and problem-solving skills
Excellent organizational skills and attention to detail
Ability to work independently and collaboratively
Strong interpersonal and communication skills
Initiative in managing daily tasks and special projects
Proficiency in Microsoft Word, Excel, and Outlook

Nice To Haves

Operate with agility and adaptability, responding effectively to changing priorities and business needs
Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow
Utilize AI and technology tools responsibly to enhance productivity and decision-making
Show ownership and critical thinking, using sound judgment to solve problems and deliver results
Deliver white-glove hospitality, providing thoughtful, proactive, and personalized service in every interaction

Responsibilities

Provide support for a full suite of Treasury Management services, including ACH Origination, Remote Deposit Capture, Online Wire Transfers, Positive Pay, Online Banking, Account Analysis, Sweep Accounts, Lockbox, Tenant Security, and Merchant Services.
Collaborate with TM Sales to deliver tailored solutions for Treasury Management clients.
Troubleshoot Treasury Management products for both internal and external clients.
Collect, organize, and maintain accurate client documentation and correspondence.
Assist external clients with system-related issues and product usage.
Respond promptly and professionally to client inquiries via phone and email.
Coordinate daily departmental functions and ensure timely task completion.
Create and manage cases in the core processing system for ongoing product support.
Uphold the highest standards of professionalism and customer service.
Maintain comprehensive knowledge of Peapack-Gladstone Bank’s Treasury Management offerings and industry best practices.
Participate in special projects and perform other duties as assigned