Treasury Management Operations Specialist I

Peapack-Gladstone Financial • Bedminster, NJ

77d • $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 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

• 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

Benefits

• We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more.
• We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 251-500 employees