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Treasury Management Operations Specialist

Job in Bedminster, Somerset County, New Jersey, 07921, USA
Listing for: Peapack Private Bank & Trust
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 46042 - 55000 USD Yearly USD 46042.00 55000.00 YEAR
Job Description & How to Apply Below
Position: Treasury Management Operations Specialist I
Location: Bedminster

Position Summary

The Treasury Management Operations Specialist role supports clients and internal teams by providing assistance with Treasury Management products and services. This role includes client training, technical support, processing service requests, and coordinating daily transaction files. This position requires strong attention to detail, knowledge of banking regulations, and the ability to work collaboratively across departments.

Responsibilities
  • Provide support for a full suite of Treasury Management services, including ACH Origination, Remote Deposit Capture, Online Wire Transfers, Positive Pay, Online Banking, Account Analysis, Sweep Accounts, Lockbox, Tenant Security, and Merchant Services.
  • Collaborate with TM Sales to deliver tailored solutions for Treasury Management clients.
  • Troubleshoot Treasury Management products for both internal and external clients.
  • Collect, organize, and maintain accurate client documentation and correspondence.
  • Assist external clients with system-related issues and product usage.
  • Respond promptly and professionally to client inquiries via phone and email.
  • Coordinate daily departmental functions and ensure timely task completion.
  • Create and manage cases in the core processing system for ongoing product support.
  • Uphold the highest standards of professionalism and customer service.
  • Maintain comprehensive knowledge of Peapack-Gladstone Bank's Treasury Management offerings and industry best practices.
  • Participate in special projects and perform other duties as assigned.
Qualifications
  • High School Diploma required; associate or bachelor's degree preferred.
  • Minimum of 1-2 Years of related banking experience preferred.
  • Experience in banking operations, or treasury management a plus.
  • Strong analytical and problem-solving skills.
  • Excellent organizational skills and attention to detail.
  • Ability to work independently and collaboratively.
  • Strong interpersonal and communication skills.
  • Initiative in managing daily tasks and special projects.
  • Proficiency in Microsoft Word, Excel, and Outlook.
Benefits Overview

We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match. The approximate pay range for this position is $46,042 to $55,000, plus an opportunity to earn performance-based incentives.

Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.

Note:

Incentives and/or benefits packages may vary depending on the position.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. This Bank policy provides equal employment opportunity for all persons by administering recruitment, hiring, training, promotion, compensation, benefits, and transfers for all associates without discrimination because of race, color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity or any other legally protected status.

Peapack-Gladstone Bank offers reasonable accommodation in the employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.

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