Treasury Management Operations Specialist - entry level or experienced
The Treasury Management Operations Specialist supports clients and internal teams by managing and troubleshooting a comprehensive suite of Treasury Management products and services. This role requires strong attention to detail, collaboration across departments, and delivering exceptional customer service to ensure efficient transaction processing and client satisfaction. The position emphasizes adaptability, continuous learning, and ownership in a dynamic banking environment.
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.
What You’ll Do
Confidential Client is hiring a Treasury Management Operations Specialist to support treasury products, help clients with technical questions, and coordinate daily operational workflows. This role combines client-facing support with hands-on processing and case management.
- Provide operational support across Treasury Management products including ACH origination, Remote Deposit Capture, online wire transfers, Positive Pay, online banking, account analysis, sweep accounts, lockbox, tenant security, and merchant services
- Troubleshoot product and system issues for external clients and internal partners
- Deliver client training and user support for treasury platforms and online banking tools
- Create and manage support cases in the core processing system and track resolution
- Collect, organize, and maintain accurate client documentation and correspondence
- Respond promptly and professionally to client inquiries via phone and email
- Coordinate daily departmental functions to ensure timely completion of tasks
- Collaborate with Treasury Management sales and cross-functional teams to implement tailored solutions
- Participate in special projects and continuous improvement initiatives
- Uphold high standards of professionalism and white-glove customer service
What We’re Looking For (Qualifications)
- High school diploma or equivalent required; associate or bachelor degree preferred
- 1–2 years of related banking or treasury operations experience preferred
- Prior exposure to ACH origination, Remote Deposit Capture, Positive Pay, online banking, lockbox, merchant services, or similar treasury solutions is strongly preferred
- Strong analytical and problem-solving skills
- Excellent organizational skills and attention to detail
- Ability to work independently and collaboratively across teams
- Strong verbal and written communication skills
- Initiative in managing daily tasks and special projects
- Proficiency with Microsoft Word, Excel, and Outlook
Key Behavioral Expectations
- Operate with agility and adaptability to changing priorities
- Demonstrate curiosity and a continuous learning mindset
- Use AI and technology tools responsibly to improve productivity
- Show ownership and critical thinking to resolve client issues
- Deliver white-glove hospitality with thoughtful and proactive service
Location and Work Arrangement
- Primary location: Pluckemin, NJ
- This position supports remote work and is listed as TELECOMMUTE; local employee requirements apply
- Candidates should be able to work business hours aligned with client and team needs
Compensation & Benefits
- Pay range (good-faith estimate): $46,042 to $55,000 per year, plus opportunity for performance-based incentives
- Estimated total compensation and benefits may vary with experience and geographic location
- Benefits include paid time off, medical/dental/vision coverage, parental leave, education reimbursement, wellness programs, participation in Employee Stock Purchase Program, and a 401(k) with match
- Final compensation decisions consider relevant experience, skills, and other factors
About the Client
Confidential Client is hiring for this role within the Accounting & Finance industry. The organization values culture, inclusivity, and professional growth, and seeks team members who deliver exceptional client service and operational excellence.
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.
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