AVP/VP, Workflow Assignment, Team Lead

Cathay Bank•Los Angeles, CA

About The Position

The Treasury Management Workflow Assignment Team Lead plays a crucial role in managing the workflow process. This is an experienced level Treasury Management position responsible for providing day-to-day direction of the Treasury Management Workflow Assignment team members. A results driven mindset is important in this role as this crucial role is also responsible for ensuring the delivery of superior customer service along with quality and pre-review of implementation requests of Treasury Management products and services. Interface with branch staff (i.e. Branch Managers, Relationship Managers, Tellers), Lenders, Loan and Deposit Operations, Accounting, TMS Officers, etc. Ability to apply problem-solving skills to guide and assist team members is critical. Comfortable operating in a dynamic and rapidly evolving organization. The incumbent has direct reports.

Requirements

AVP 3-5 years, VP 5-7 years of Treasury Management Workflow Assignment or related experience.
Experience with banking products and services with an emphasis on Treasury Management products and services.
Proven professional verbal, written, and presentation skills required.
The ability to work in a team environment; fostering a healthy and 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 employees.
Ability to coach, mentor and train others.
English proficiency

Nice To Haves

Knowledge of Treasury and Financial operations is a plus.
bilingual Mandarin and/or Cantonese a plus.

Responsibilities

Responsible for the oversight of the Workflow Assignment team.
Oversee the day-to-day operations of the Treasury Management Workflow team, which involves the pre-review of the implementation requests for the 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.
Mentor and train Treasury Management Workflow team members.
Develop written procedures and guides for the Workflow Assignment team, as needed.
Demonstrate the ability to work independently, managing to deadlines.
Act independently with infrequent supervision and escalate, as necessary.
Monitor Service Level Agreements to ensure SLAs are met for client satisfaction.
Assist manager in providing guidance and direction to staff, including goal setting, training and development.
Responsible for the pre-review of implementation requests and the assignment of work ensuring workloads are balanced so that SLAs are met.
Serve as a Subject Matter Expert (“SME”) for the department manager in other functions.
Assist with the pre-review of 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.
Serve as backup to other Department Team Leads.
Mentor and train Treasury Management Workflow team members.
Assist in staff hiring, coaching and counseling.
This role is a working Team Lead, which may require the Team Lead to support high profile customers and more complex implementation requests.