Treasury Operations Specialist

Posted 5 Days Ago
Be an Early Applicant
Malvern, AR
Senior level
Financial Services
The Role
The Treasury Operations Specialist will facilitate onboarding clients for Treasury services, ensuring streamlined setups for services like Online Banking and Remote Deposit Capture. The role involves enhancing client processes, collaborating on innovative projects, and maintaining operational consistency through procedure documentation. Exceptional client service and timely responses to inquiries are also crucial aspects of the position.
Summary Generated by Built In

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Work Location: Malvern, PA – Hybrid, coming into the office 3 days per week with Monday, Tuesday, and Thursday being set office days.

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

We get you further, faster.

Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.

On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.

What you’ll do:

As a Treasury Operations Specialist, you will play a crucial role in onboarding new clients and ensuring they have a seamless experience with Customers Bank's Treasury services. Your responsibilities will include:

  • Assisting clients in setting up and using services such as Business Online Banking, Remote Deposit Capture, ACH, and Remote Official Check.
  • Continuously improving processes and procedures to enhance the client experience.
  • Collaborating with the Treasury Operations team on various projects to drive innovation and efficiency.
  • Writing and updating procedures to ensure consistency and accuracy in operations.
  • Providing exceptional service to clients, addressing their needs and concerns in a timely and professional manner.

What do you need?

  • Banking Experience: At least 5 years of experience in back-office banking operations.
  • Adaptability: The ability to thrive in a fast-paced and constantly changing environment.
  • Growth Mindset: A willingness to learn, grow, and work collaboratively with a team.
  • Positive Attitude: A can-do attitude and the ability to approach challenges with positivity and resilience.
  • Flexibility: The ability to work outside of normal business hours as needed.
  • Detail oriented: The ability to input data accurately, recognize when additional information is needed and following up as needed.
  • Customer focused: Customer first mind-set, prioritizing the needs of your internal customers.

Technology Skills:

  • Proficiency in Microsoft Office applications such as Excel and Word.
  • Experience with Salesforce is preferred but not required

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

 

We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. 

 

Diversity Statement:

 

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.

Top Skills

MS Office
Salesforce
The Company
HQ: Wyomissing, PA
788 Employees
On-site Workplace
Year Founded: 1997

What We Do

What we believe in: At Customers Bank, we are dedicated to providing exceptional value, service and convenience as part of an overall effortless banking experience. Our high-tech, high-touch approach to banking allows us to deliver a superior selection of products and services.

Who we serve: We’re a community-based, full-service bank that offers a continually expanding portfolio of loans to small businesses, multi-family projects, mortgage companies and consumers nationwide with locations in Illinois, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and Texas.

Our way of banking: Our approach to banking is built on three core pillars – commitment to human connections, dedication to innovation and the latest technology, as well as our responsibility to ground innovation in our deep experience and reliable financial foundation. We’re focused on our customers, employees, and investors every day — connecting them to real opportunities, helping them grow, and doing it all with speed and agility so they can get further, faster.

More information: To learn more, visit us at http://customersbank.com. Customers Bank, a subsidiary of Customers Bancorp, Inc., is an equal opportunity lender and a member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation. Customers Bancorp, Inc. voting common shares are listed on the New York Stock Exchange under the symbol CUBI.

Member FDIC - Equal Housing Lender.

Privacy Policy: We discourage Customers Bank customers from sharing personal identification data such as account numbers, social security numbers, or phone numbers on social media. Please send a direct message if you have questions regarding your account. To learn more, visit our website at https://www.customersbank.com/privacy-notice/.

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