AVP/VP, Treasury Management Implementation - Team Lead

Cathay Bank • Los Angeles, CA

3d

About The Position

The Treasury Management Implementation Team Lead has a crucial and key role in managing the client implementation process and experience. This is an experienced level Treasury Management position responsible for providing day-to-day direction for the Treasury Management Implementation team members. A results driven mindset is important as this role is also responsible for ensuring the delivery of superior client service along with quality and on-time delivery of onboarding and implementation of Treasury Management products and services. Ability to apply problem-solving skills to guide and assist team members is critical. Comfortable operating in a dynamic and rapidly evolving organization. Incumbent has direct reports.

Requirements

• Bachelor's degree (preferred)
• Minimum 3-5 years AVP, 5-7 years VP of Treasury Management Implementation or related experience within Treasury Management.
• Experience with banking products and services with an emphasis on Treasury Management products and services.
• Knowledge of Treasury and Financial operations is a plus.
• Management experience required.
• Proven professional verbal, written, and presentation skills required.
• The ability to work in a team environment; fostering a collaborative environment with all business partners is needed.
• Strong project management, organizational, analytical and problem-solving skills.
• Ability to work under pressure.
• Great attention to detail.
• Excellent customer service skills a must.
• Ability to communicate effectively and tactfully with all levels of team members.
• Ability to coach, mentor and train others.
• English proficiency

Nice To Haves

• bilingual Mandarin and/or Cantonese a plus.

Responsibilities

• Responsible for the oversight of the Implementation team.
• Oversee the day-to-day operations of the Treasury Implementation team, which involves the implementation of various Treasury management products and services including but not limited to Business Online Banking, Account Reconciliation, Positive Pay, ACH, Tax Payments, Wire Transfers, Cash Vault, Lockbox, and Remote Deposit Capture.
• Monitor Service Level Agreements to ensure SLAs are met for internal/external client satisfaction.
• Assist manager in providing guidance and direction to staff, including goal setting, training and development.
• Responsible for the post implementation quality control/audits by ensuring that they are completed accurately and timely.
• Serve as a Subject Matter Expert (“SME”) for the department manager in other functions.
• Assist with client implementation requests, as needed.
• Ensure processes meet regulatory and risk management requirements.
• Maintain logs, volume activity charts, records and provide management with (daily, weekly, and monthly) requested statistical data.
• Mentor and train Treasury Management Implementation team members.
• Serve as backup to other Department Team Leads.
• This role is a working team lead, which may require the Team Lead to support high profile clients and more complex implementation requests.
• Assist in staff hiring, coaching and counseling.
• Develop written procedures and guides for the Implementation team.
• Demonstrate the ability to work independently while managing deadlines.
• Act independently with infrequent supervision and escalate, as necessary.

Benefits

• medical insurance
• dental insurance
• vision insurance
• life insurance
• long-term disability insurance
• flexible spending accounts (FSAs)
• health saving account (HSA) with company contributions
• voluntary coverages
• 401(k)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level