Treasury Client Service Specialist

OceanFirst Bank; Toms River (NJ); Hybrid; USD 30,000 - 36,000; Full time

Benefits offered by this job

On-site fitness facility

Hybrid schedule

Employee perks & discount programs

Tuition assistance

Incentive compensation program

Professional development opportunities

Job summary

OceanFirst Bank is seeking a Treasury Client Services Specialist to provide Treasury Management service to Commercial and Government Banking clients. The role emphasizes clear communication with staff and clients, resolving issues, and balancing priorities.

You will use CCaaS and CRM tools, collaborate with multiple departments, and operate in a hybrid schedule after onboarding. Strong problem-solving and organizational skills are essential.

Qualifications

• High school diploma or equivalent; AS/BS strongly preferred in Finance or Accounting.
• Minimum of 1 year of related bank operations experience.
• Minimum of 1-3 years of customer service experience from a professional environment that required direct contact with customers.

Responsibilities

• Provide Treasury Management service and support to Commercial and Government Banking clients.
• Communicate in a positive manner with all staff and management.
• Balance competing priorities and take initiative with minimal direction or supervision.
• Navigate multiple computer applications while assisting customers.
• Maintain strong problem-solving and analytical skills to support clients.
• Engage in external customer contacts and coordinate with branch personnel.

Skills

Interpersonal skills

Communication

Problem-solving

Prioritization

Initiative

MS Office

Internet research

Computer literacy

Multitasking

Detail-oriented

Organizational skills

Education

High school diploma or equivalent

AS/BS in Finance or Accounting

Tools

CCaaS Solutions

Salesforce

MS Dynamics

Talkdesk

Genesys

Job description

At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business.

Great benefits include: on-site fitness facility at Red Bank and Toms River headquarter offices, hybrid schedule after initial onboarding has been completed (3 days in office, 2 days remote), employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more!

About the Role

The CCC Treasury Client Services Specialist is responsible for providing Treasury Management service and support to Commercial and Government Banking clients. This position is expected to communicate in a positive manner with all staff (employees and management) and share ideas that may benefit the workplace.

What We Expect of You

• Excellent interpersonal, written and oral communication skills.


• Excellent problem-solving skills.


• Ability to balance competing priorities.


• Ability to take initiative and work with minimal direction or supervision.


• Proficient in MS Office Suite. Excellent Internet research skills required.


• High degree of computer literacy (including Internet, PC and E-mail technology) and ability to communicate to customers with technical proficiency.


• Ability to navigate several computer applications at one time while maintaining a conversation with the customer.


• Detail oriented with solid analytical skills.


• Strong organizational skills and ability to complete assignments within deadlines.

Your Qualifications

• High school diploma or equivalent required; AS or BS Degree strongly preferred in Finance or Accounting.


• Minimum of 1 year of related bank operations experience.


• Minimum of 1-3 years of customer service experience from a professional environment that required direct contact with the customer.


• Experience preferred working with:
  
  
  • CCaaS Solutions (Nice, Five9, Talkdesk, Genesys, etc.)
  
  
  • Cloud-based CRM (Salesforce, MS Dynamics, etc.)
  
  

Internal and External Contacts

• Initiates and receives frequent external contacts from customers.


• Frequent contact with all levels of organization and branch personnel.


• Customer contact regarding Treasury Management products and services.

Working Conditions/Physical Requirements: Office environment. Ability to operate computer. Ability to communicate in order to exchange simple to complex information with individuals and groups. Ability to travel throughout Bank footprint.

Schedule: Monday-Friday, 8-hour shift, 1 hour lunch, opportunity for overtime

Pay Range: $22.00/hr - $26.00/hr

Equal opportunity employer, protected veterans/disabled.

EEO is the Law