Location: Toms River,NJ, USA
The EDGE development program is a full-time, direct-position placement program for college graduates and early career professionals. The EDGE program is designed to help you build the skills that you need to be successful in your role. This program offers a variety of exciting career paths that will provide an opportunity to flourish in an inclusive environment as you learn the ins and outs of the Banking industry and build leadership and technical skills. Joining the OceanFirst Bank team will allow you to work in a fun, diverse environment where you'll gain exposure to the multitude of businesses within the company.
In your first 18 months, you'll get the benefits of:
* Hands on experience in several departments throughout the organizations including frontline operational functions in our Customer Care Center and Branches.
* Professional development courses including Communication, Leadership, Diversity and Inclusion, Teamwork, Networking, and additional Self-paced trainings offered in OFB University.
* Mentorship and support throughout duration of program and beyond.
* Peer collaboration opportunities to create bonds and lifelong relationships.
This role is based at our Red Bank, NJ headquarters office, and the program is set to begin in June 2025.
At OceanFirst Bank, each one of our employees plays an important role in fulfilling the mission and taking responsibility to execute daily tasks in alignment with our core values. Together we foster an environment of respect, professionalism and diversity that makes OceanFirst a great place to work and do business.
Great benefits include: 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! Apply today to #BecomeOceanFirst and make an impact in the local community!
ABOUT YOUR ROLE
Under the direction of the Treasury Client Services Onboarding Supervisor. The TCS Onboarding Specialist's primary objective is to open Commercial and Government accounts and Onboard new and existing TM products and services. Providing white glove service by training the customer on their new service(s) and successfully transitioning the customer to TCS Service once the implementation is complete.
WHAT YOU WILL DO
1. Assist in the completion of Treasury products and services for new and existing Commercial and Government customers, including, but not limited to Online Banking, Remote Deposit Capture, Positive Pay, Combined Account Analysis, Combined Commercial Checking, and Sweep Accounts.
2. Communicate clearly and timely with the internal partners and customers with status updates of the request and progression.
3. Process changes/updates and additions as requested for existing Commercial and Government customers products and services; including but not limited to adding additional services and accounts, updating Primary Administrators, remove services and closing Treasury Management services and profiles.
4. Process and review new Business Account applications for account opening and follow-up.
5. Provide ongoing support for Commercial and Government customer's products and services as they are related to onboarding a new Treasury Management customer, adding &/or updated a Treasury Management service or a new account.
6. Deliver an excellent customer experience for internal and external Bank customers in a respectful, courteous, and professional manner.
7. Complete review of all new setups and changes/updates/additions as outlined by procedures to ensure accuracy.
8. Assist in the completion of all onboarding tasks within set timeframe to meet Key Performance Indicators set by management.
9. Take ownership of customer issues and will work with the customer to identify an appropriate resolution.
10. Follows Bank policy, procedures, protocols and guidelines.
11. Participate in bank required training through Regulatory University and additional online education certifications.
12. Make recommendations for new processes for implementation and efficiencies that can improve or enhance the customer or departments experience.
13. All other duties, tasks requested projects by Management.