Senior Treasury Management Client Support Specialist jobs in United States
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Provident Bank · 19 hours ago

Senior Treasury Management Client Support Specialist

Provident Bank is a highly regarded financial institution in New Jersey that is committed to enhancing the experience of both customers and employees. The Senior Treasury Management Client Support Specialist will support Treasury Management clients through phone and email requests, handle complex client issues, and ensure service level agreements are met while working with department team members and vendors.

Financial Services

Responsibilities

Handles phone inquiries in a client support environment in conjunction with monitoring the queues and logging call activities
Monitors incoming inquiries from clients and branches via assigned group mailboxes in support of all Treasury Management Clients
Assists with training of new employees on all Treasury Management products that will allow them to handle the incoming phone calls and emails and support department staff
Resolves Treasury Management issues internally as well as working with Digital Operations and third-party vendors to resolve customer issues relating to products/services
Assist the Lead on the escalation point for customer issues, concerns and complaints
Ensures departments customer focus and experience is top level
Responsible for quality assurance and review of department work. Ensure accuracy of amendments, set up forms, maintenance requests, deletion of service, and adjustments are completed
Handles more complex customer experience and technical issues
Knowledges specialist on ACH origination, Check/ACH Positive Pay and RDC
Assist in preparing and monitoring reports for the department. Documentation of SLAs and Treasury Management Products and Services handled with customer focus
Responsible for reporting details for D1B, RDC, ACH, Wires, and Positive Pay
Recommendations and assist with process changes to improve efficiency and enhance customer service experience
Will work closely with department manager and assist on projects that are assigned

Qualification

Treasury ManagementClient SupportACH originationCheck/ACH Positive PayRDCBanking laws knowledgeComputer literacyEffective communicationDetail-orientedTeamwork

Required

High School Diploma or GED required
Minimum 2 years' experience commensurate with job function
Effective communicator; detail-oriented; comfortable in dealing with both outside customers and external contacts as well as internal departments on a very active basis
Ability to work in a fast-paced environment
Ability to train and supervise personnel
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 mathematical 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 instructions, 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

Benefits

Paid time-off (PTO)
Holiday (PTO)
Health and Wellness benefits including Medical, Dental and Vision Plans
Flexible and Health Savings Accounts
401(k) Retirement Plan
Disability Insurance
Employee Assistance Program
Basic Life Insurance
Tuition Disbursement and Loan Repayment programs
Supplemental Life Insurance
Accident
Critical Illness
Hospital Indemnity
Legal plans

Company

Provident Bank

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Provident Bank is the wholly owned subsidiary of Provident Financial Services, Inc.

Funding

Current Stage
Late Stage

Leadership Team

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Maheshkumar Kandasamy
SVP, Enterprise Architecture Director
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Scott Hurlbert
SVP, Digital Channels Director
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Company data provided by crunchbase