Treasury Management Operations Specialist I

Peapack Private Bank & Trust•Bedminster Township, NJ

1d•Onsite

About The Position

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. They provide a broad range of products and services designed to help clients establish, maintain, and grow their legacy through an innovative approach to private banking. With over 100 years of history, the bank prioritizes the well-being and needs of its employees and clients, earning recognition as one of the nation’s “Best Banks to Work For” for eight consecutive years. The culture is described as diverse, equitable, inclusive, and safe, fostering a one-team environment where employees are valued, treated like family, and communication is transparent. The Treasury Management Operations Specialist role supports clients and internal teams by assisting with Treasury Management products and services, including 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 required
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

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

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