Treasury Management Operations Specialist - entry level or experienced
About The Position
Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an innovative approach to private banking. We value a diverse, equitable, inclusive, and safe workplace. Our one-team culture goes to great lengths to show all employees that they are valued members of the organization. We treat one another like family and communicate across the Bank in a transparent and frequent manner, respect and consider feedback from all levels, and operate with a philosophy grounded in hospitality and genuine human kindness. 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
- 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
- prior experience with Treasury Management products such as ACH Origination, Remote Deposit Capture, Online Wire Transfers, Positive Pay, Online Banking, Account Analysis, Sweep Accounts, Lockbox, Tenant Security, and Merchant Services strongly 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
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
- competitive compensation package
- generous paid time off program
- comprehensive medical, dental and vision coverage
- maternity/paternity leave
- education reimbursement
- wellness programs
- participation in an Employee Stock Purchase Program
- 401K with a generous match
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
