Treasury Client Service Specialist
Most applications go out cold — see where you stand first. No sign-up to start.
Don't just apply. Show up ready.
Olive works from this exact posting — no sign-up to start.
At a glance
Job overview
OceanFirst Bank is hiring a Treasury Client Service Specialist. The Treasury Client Service Specialist at OceanFirst Bank provides customer support for treasury management products, balancing competing priorities while navigating multiple computer applications. They communicate technical information clearly, conduct internet research, and ensure detailed, analytical, and organized handling of assignments within deadlines.
Key focus areas include Communicate with customers regarding treasury management products and services, Balance competing priorities while maintaining conversation with customers, and Navigate multiple computer applications simultaneously during customer interactions.
Important skills include Interpersonal Communication, Communication, Oral Communication, Problem-Solving, Balance Competing Priorities, and Take Initiative. Preferred (not required): CCaas Solutions, Nice, Five9, and Talkdesk.
Skills & qualifications
Skills
Qualifications
Full job description
What We Expect of You
-
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.
Your Qualifications
-
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:
o CCaas Solutions (Nice, Five9, Talkdesk, Genesys, etc.)
o Cloud-based CRM (Salesforce, MS Dynamics, etc.)
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 computer. Ability to communicate in order to exchange simple to complex information with individuals and groups. Ability to travel throughout Bank footprint.
You've read the whole posting — now see how you match it.