Treasury Management Specialist I

How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community?  Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York.  Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do.  At Provident Bank, we are committed to enhancing our customer and employees’ experience. 

POSITION OVERVIEW:

The Treasury Management Specialist is accountable for supporting the sales and client onboarding process, acting as a liaison between internal stakeholders and our clients across the business/commercial banking segment. The client centric individual will coordinate the implementation and set up of treasury management products and services as well as provide ongoing technical support to our treasury management clients.

KEY RESPONSIBILITIES:

• Provide expert advice to commercial/business customers and prospects on lockbox, ACH, remote deposit capture, positive pay, depository services and other products/services.
• Facilitate implementation when clients add and/or modify existing products and services.
• Gather and oversee the completion of agreement and enrollment forms.
• Oversee the accuracy of client onboarding details and the completion of the onboarding process
• Monitor incoming inquiries from clients and internal stakeholders via assigned group mailboxes in support of all treasury management clients.
• Resolve treasury management inquiries internally as well as working with third party vendors to          resolve customer issues related to treasury management services.
• Maintain all records to remain compliant with policies and procedures across treasury management services.
• Educate and build client awareness assisting to maximize the benefits and use of our services.
• Assist in the coordination and support of audits and examinations.
• Prepare reports and participates in special department projects as needed.
• Perform demos for prospects and clients.
• Create a culture of collaborative continuous improvement to the client experience.

MINIMUM QUALIFICATIONS:

• Knowledge of treasury management services including FIS, on-line banking, remote deposit capture, ACH, wire, and lockbox is preferred
• A customer centric, client success oriented approach will be critical for success
• Ability to work in a fast-paced environment.
• Demonstrate a positive and optimistic perspective during each client interaction
• Possess good oral and written communications skills.
• Minimum 3 years’ experience commensurate with job function

EDUCATION:

High school diploma required. Associates degree preferred.

WORKING CONDITIONS:

       Work is performed in a normal office environment.  Noise levels are usually moderate.

HAZARDS:

The hazards are mainly those present in a normal office setting and those present in commuting by car. Occasionally may be exposed to those conditions present in public forums and meeting places.

This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.

Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.    

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.