Treasury Management Operations Specialist I

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs.

We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.

What makes Peapack Private different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first.

We are proud to be recognized for the seventh consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation.

Our secret sauce in one word is our 'culture'.

We value a diverse, equitable, inclusive and safe workspace.

Our one-team culture goes to great lengths to show all employees that they are valued members of the team.

We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together).

Said quite simply, the culture is amazing!

Position Summary

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.

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 cu...