About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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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 Treasury Management (TM) Sales to deliver tailored solutions for clients.
• Troubleshoot Treasury Management products for internal teams and external clients.
• Collect, organize, and maintain accurate client documentation and correspondence.
• Assist external clients with system-related issues and product usage, including client training and technical support.
• Respond promptly and professionally to client inquiries via phone and email.
• Coordinate daily departmental functions and ensure timely completion of tasks.
• Create and manage cases in the core processing system for ongoing product support.
• Maintain a high standard of professionalism and customer service.
• Maintain comprehensive knowledge of the Confidential Client’s Treasury Management offerings and industry best practices.
• Participate in special projects and perform other duties as assigned.

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Key Behavioral Expectations

• Operate with agility and adaptability; respond effectively to changing priorities.
• Demonstrate curiosity and a continuous learning mindset.
• Use AI and technology tools responsibly to improve productivity and decision-making.
• Show ownership and critical thinking when solving problems and delivering results.
• Deliver white-glove hospitality—thoughtful, proactive, and personalized service in every interaction.

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Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• 1–2 years of related banking or treasury operations experience preferred. Prior exposure to Treasury Management products listed above is strongly preferred.
• Strong analytical and problem-solving skills.
• Excellent organizational skills and attention to detail.
• Ability to work independently and collaboratively across departments.
• Strong interpersonal and written/verbal communication skills.
• Initiative in managing daily tasks and special projects.
• Proficiency in Microsoft Word, Excel, and Outlook.

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Compensation & Benefits

• Pay range: $46,042 — $55,000 per year (good-faith estimate; final compensation will depend on experience, skills, and location). Performance-based incentives may also be available.
• Comprehensive benefits package including medical, dental, and vision; generous paid time off; maternity/paternity leave; education reimbursement; wellness programs; participation in Employee Stock Purchase Program; and 401(k) with match.
• Remote-friendly (telecommute) role with expectation to support clients and internal teams; candidate should be eligible to work for a role based in Pluckemin, NJ.
• Incentives and benefits may vary by role and employment location.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.