Senior TCS Onboarding Specialist

Senior Treasury Client Services Onboarding Specialist

At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business. Great benefits include: on-site fitness facility at Red Bank and Toms River headquarter offices, employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more! Apply today to make an impact in the local community!

About Your Role

Under the direction of the Treasury Client Services Onboarding Supervisor, the Senior TCS Onboarding Specialist is responsible for leading the onboarding and implementation of Commercial and Government accounts and Treasury Management products and services. This role provides white-glove client service by delivering and overseeing client training, ensuring high-quality and consistent implementations, and successfully transitioning clients to Treasury Client Services for ongoing support. In addition, the Senior TCS Onboarding Specialist supports the Onboarding Supervisor through procedure management, quality control of implementations, trainings, and continuous improvement of onboarding processes.

What You Will Do List

Lead the end to end onboarding, implementation, and ongoing maintenance of Treasury Management products and services for new and existing Commercial and Government customers, including complex onboarding scenarios and service changes. Serve as a primary point of coordination by communicating clearly and timely with internal partners and clients, providing proactive updates on request progress, risks, and milestones. Assist TCS Onboarding Supervisor with the review, process, and quality control new Business Account applications, onboarding setups, and service changes to ensure completeness, accuracy, compliance, and audit readiness. Conduct and oversee onboarding and client training sessions for all new Treasury Management services, ensuring consistent delivery, documentation, and effective knowledge transfer. Own the client experience throughout onboarding and implementation by guiding issue identification, managing escalations, and partnering with internal teams to drive timely resolution. Complete onboarding and training calls with Commercial and Government customers for all new Treasury Management Services. Manage onboarding activities to meet service level expectations and Key Performance Indicators, identifying trends or risks that may impact timelines or quality. Collaborate with the TCS Operations & Analytics team to support technical requests, data validation, reporting needs, and complex troubleshooting. Participate as a contributor on the Treasury Management Sales & Onboarding Deal Team, ensuring alignment across Commercial and Government partners. Complete required Bank training, certifications and support knowledge sharing within the onboarding team. Follow Bank policy, procedures, protocols and guidelines. Identify gaps and inefficiencies in onboarding processes and recommend enhancements that improve quality, consistency, and the customer or employee experience. Support the TCS Onboarding Supervisor with quality oversight, process documentation, mentoring, special projects, and other duties as assigned by management.

What We Expect Of You

Knowledge of treasury management products and services. Excellent customer service skills. Excellent interpersonal and communication skills with the ability to manage relationships with external clients. Proficient in MS Office Suite. Ability to manage multiple and changing priorities with tact, diplomacy and confidentiality. Ability to take initiative and work with minimal direction or supervision. Ability to quickly solve problems and provide appropriate solutions. Ability to navigate several computer applications at one time while maintaining a conversation with the customer. Ability to plan, prioritize, and organize effectively. Advanced time management skills. Ability to lead others and motivate a team environment. Ability to learn and apply knowledge of TCS cross functional systems with an ability to cross train team members.

Your Qualifications

High school diploma or equivalent required; Minimum of 5 years, of customer service experience from a professional environment that required direct contact with the customer. Minimum of 2 years of Treasury Client Services Service experience or equivalent. Previous leadership, mentoring, and coaching experience preferred. Experience preferred working with: CCaas Solutions (Nice, Five9, Talkdesk, Genesys, etc.) 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 management and branch personnel. Customer contact regarding Treasury Management products and services. Contact with vendors and other service providers as required.

Working Conditions/Physical Requirements

Office environment. Ability to operate a computer. Ability to communicate in order to exchange simple to complex information with individuals and groups. Ability to travel throughout Bank footprint.