Treasury Client Service Specialist

At Ocean First 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 Ocean First a great place to work and do business.

• on-site fitness facility at Red Bank and Toms River headquarter offices
• hybrid schedule after initial onboarding has been completed
• employee perks & discount programs
• tuition assistance
• incentive compensation program
• professional development opportunities
• and more!

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.

• 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.

• 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.)
• Experience preferred working with:
  Cloud-based CRM (Salesforce, MS Dynamics, etc.)

• 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.

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.

Equal opportunity employer, protected veterans/disabled.