Treasury Client Services Onboarding Specialist

Title: Treasury Client Services Onboarding Specialist

Location: Toms River, Red Bank, United States

Job Description:

At OceanFirst Bank, each one of our employees plays an important role in fulfilling the mission and taking responsibility to execute daily tasks in alignment with our core values. Together we foster an environment of respect, professionalism and diversity that makes 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! Apply today to #BecomeOceanFirst and make an impact in the local community!

PRIMARY PURPOSE

Under the direction of the Treasury Client Services Onboarding Supervisor. The TCS Onboarding Specialist's primary objective is to open Commercial and Government accounts and Onboard new and existing TM products and services. Providing white glove service by training the customer on their new service(s) and successfully transitioning the customer to TCS Service once the implementation is complete.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. 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.
2. Communicate clearly and timely with the internal partners and customers with status updates of the request and progression.
3. 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.
4. Process and review new Business Account applications for account opening and follow-up.
5. 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.
6. Complete onboarding and training calls with Commercial and Government customers for all new Treasury Management Services.
7. Deliver an excellent customer experience for internal and external Bank customers in a respectful, courteous, and professional manner.
8. Provide a new Treasury Management customer with guidance on how to report a product issue.
9. Complete review of all new setups and changes/updates/additions as outlined by procedures to ensure accuracy.
10. Complete all onboarding tasks within set timeframe to meet Key Performance Indicators set by management.
11. Take ownership of customer issues and will work with the customer to identify an appropriate resolution.
12. Follows Bank policy, procedures, protocols and guidelines.
13. Work collaboratively with the TCS Operations & Analytics team to engage them when appropriate to assist customers with technical requests.
14. 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).
15. Participate in bank required training through Regulatory University and additional online education certifications.
16. Make recommendations for new processes for implementation and efficiencies that can improve or enhance the customer or departments experience.
17. All other duties, tasks requested projects by Management.

Requirements

JOB SPECIFICATIONS

Knowledge, Skills & Abilities

• 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.
• 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.
• Proficient in Multitasking.
• Detail oriented with solid analytical skills.
• Strong organizational skills and ability to complete assignments within deadlines.

Experience & Education

• High school diploma or equivalent required; AS or BS Degree strongly preferred in Finance, Business or Accounting.
• Minimum of 3 years, 5 preferred, of customer service experience from a professional environment that required direct contact with the customer.
• Minimum of 3 years of Treasury Client Services Service experience or equivalent.

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 a computer. Ability to communicate in order to exchange simple to complex information with individuals and groups. Ability to travel throughout Bank footprint.