Treasury Operations Specialist

Customers Bank • Malvern, PA

1d

About The Position

As a Treasury Operations Specialist, you will play a crucial role in onboarding new clients and ensuring they have a seamless experience with Customers Bank's Treasury services. Your responsibilities will include assisting clients in setting up and using services such as Business Online Banking, Cash Management Products including Wires, Remote Deposit Capture, ACH, and Remote Official Check. You will also be responsible for continuously improving processes and procedures to enhance the client experience, collaborating with the Treasury Operations team on various projects to drive innovation and efficiency, writing and updating procedures to ensure consistency and accuracy in operations, and providing exceptional service to clients, addressing their needs and concerns in a timely and professional manner.

Requirements

• At least 5 years of experience in back-office banking operations.
• The ability to thrive in a fast-paced and constantly changing environment.
• A willingness to learn, grow, and work collaboratively with a team.
• A can-do attitude and the ability to approach challenges with positivity and resilience.
• The ability to work outside of normal business hours as needed.
• Proficiency in Microsoft Office applications such as Excel and Word.

Nice To Haves

• Experience with Salesforce is preferred but not required.

Responsibilities

• Assisting clients in setting up and using services such as Business Online Banking, Cash Management Products including Wires, Remote Deposit Capture, ACH, and Remote Official Check.
• Continuously improving processes and procedures to enhance the client experience.
• Collaborating with the Treasury Operations team on various projects to drive innovation and efficiency.
• Writing and updating procedures to ensure consistency and accuracy in operations.
• Providing exceptional service to clients, addressing their needs and concerns in a timely and professional manner.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed