Treasury Onboarding Specialist - Hybrid & Client Success

OceanFirst Financial Corp.; Toms River (NJ); Hybrid; USD 33,000 - 39,000; Full time

Benefits offered by this job

On-site fitness facility

Hybrid schedule after onboarding

Employee perks & discount programs

Tuition assistance

Incentive compensation program

Professional development opportunities

Job summary

OceanFirst Bank is seeking a Treasury Client Services Onboarding Specialist to open Commercial and Government accounts and onboard Treasury Management products. You will train customers on new services and transition them to the TCS Service team after implementation.

Join a team that values accuracy, customer care and collaboration. The role requires strong communication, multitasking, and the ability to meet onboarding timelines while providing white-glove service.

Qualifications

• Excellent interpersonal, written and oral communication skills.
• Excellent problem solving skills.
• Ability to take initiative and work with minimal direction or supervision.
• Proficient in MS Office Suite.
• 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.
• Proficient in Multitasking.
• Detail oriented with solid analytical skills.
• Strong organizational skills and ability to complete assignments within deadlines.

Responsibilities

• Complete setup of Treasury products and services for new and existing Commercial and Government customers, including, but not limited to Online Banking, Remote Deposit Capture, Positive Pay, Combined Account Analysis, Combined Commercial Checking, and Sweep Accounts.
• Communicate clearly and timely with the internal partners and customers with status updates of the request and progression.
• Process changes/updates and additions as requested for existing Commercial and Government customers products and services; including but not limited to adding additional services and accounts, updating Super Users, remove services and closing Treasury Management services and profiles.
• Process and review new Business Account applications for account opening and follow-up.
• Provide ongoing support for Commercial and Government customer's products and services as they are related to onboarding a new Treasury Management customer, adding /or updated a Treasury Management service or a new account.
• Complete onboarding and training calls with Commercial and Government customers for all new Treasury Management Services.
• Deliver an excellent customer experience for internal and external Bank customers in a respectful, courteous, and professional manner.
• Provide a new Treasury Management customer with guidance on how to report a product issue.
• Complete review of all new setups and changes/updates/additions as outlined by procedures to ensure accuracy.
• Complete all onboarding tasks within set timeframe to meet Key Performance Indicators set by management.
• Take ownership of customer issues and will work with the customer to identify an appropriate resolution.
• Follows Bank policy, procedures, protocols and guidelines.
• Work collaboratively with the TCS Operations & Analytics team to engage them when appropriate to assist customers with technical requests.
• Participate on the TM Sales & Onboarding Deal Team to ensure communication between areas of the Commercial and Government bank (RM, TM, CLA, TMSA, GBO and GBSA).
• Participate in bank required training through Regulatory University and additional online education certifications.
• Make recommendations for new processes for implementation and efficiencies that can improve or enhance the customer or departments experience.
• All other duties, tasks requested projects by Management.

Skills

Interpersonal communication

Problem solving

Initiative

MS Office

Computer literacy

Multitasking

Detail oriented

Time management

Education

High school diploma or equivalent

AS or BS in Finance/Business/Accounting

Job description

OceanFirst Bank is seeking a Treasury Client Services Onboarding Specialist to open Commercial and Government accounts and onboard Treasury Management products. You will train customers on new services and transition them to the TCS Service team after implementation.

Join a team that values accuracy, customer care and collaboration. The role requires strong communication, multitasking, and the ability to meet onboarding timelines while providing white-glove service.