Treasury Management Operations Specialist I

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.

What makes Peapack Private different from our competition? As an institution with over 100 years of history, we have always believed in putting the well-being and needs of our employees and clients first.

We are proud to be recognized by American Banker for the eighth consecutive year as one of the nation's "Best Banks to Work For." Our secret sauce, in a word, is our culture .

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.

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

Simply put, our 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 customer service.


* Maintain comprehensive ...