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Provident Bank · 2 weeks ago

Treasury Management Client Onboarding Specialist III

Woodbridge, NJ

Full-time

Onsite

Senior Level

$29.59/hr - $36.97/hr

5+ years exp

Provident Bank is seeking a Treasury Management Client Onboarding Specialist III to coordinate the implementation of treasury management services. This role involves supporting the sales process, providing helpdesk support to clients, and assisting in training and supervisory duties as needed.

Financial Services

Responsibilities

Coordinates the implementation of treasury management services

Ensures all documentation and setup parameters, including testing are completed accurately and timely

Reviews and archives of all client documentation in conjunction with all associated supporting documentation as necessary

Completes client walk through and training process for product/service implementation

Filters sales referrals fielded to Treasury Management Sales officers from telephone calls received and email inquiries. Acts as a liaison with Treasury Management Operations to finalize documentation and setup processes

Handles phone inquiries in a helpdesk environment in conjunction with monitoring the queues and logging call activities

Monitors incoming inquiries from clients and branches

Monitors existing ACH Guidance lines maturities, provides information needed for and completing annual reviews for borrowers and non-borrowers

Monitors upcoming maturities along with facilitating the renewal with all parties to ensure timely processing

Prepares ACH documentation for the recommendation of ACH Guidance line approvals or renewals as necessary. Maintains all records to comply with policies and procedures

Completes ACH Annual reviews for borrowers and non-borrowers

Examines and monitors RDC client activities and risk ratings and makes recommendations

Reviews RDC processing exceptions including deposit limits review

Resolves Cash Management issues with Treasury Management Operations and third-party vendors to resolve customer issues relating to products/services

Qualification

Treasury Management ServicesClient OnboardingBanking Regulations KnowledgeHelpdesk SupportOralMathematical OperationsComputer LiteracyWritten CommunicationTeam LeadershipProblem Solving

Required

High School Diploma or GED required

Minimum of 5 years related experience

Ability to work in a fast-paced environment

Knowledge of applicable banking and privacy laws and regulations and policies

Possess excellent oral and written communications skills

Ability to prioritize multiple responsibilities and complete them on time

Ability to work in a team environment to instruct peers and assume a leadership role

Computer literacy with PC and windows programs

Ability to perform detailed mathematic operations with the use of a calculator

Ability to work a flexible schedule to accommodate support hours at the helpdesk

Ability to define problems, collects data, establish facts and draw valid conclusions

Ability to interpret a variety of instruction, communicate them to others and establish controls to monitor and evaluate the application of these instructions

Ability to shift attention quickly and accurately from one matter to another