TM Servicing Strategy Manager

Tri Counties Bank•Roseville, CA

1d•Remote

About The Position

Responsible for designing, implementing, and continuously enhancing a scalable Treasury Management servicing model that supports client segmentation across Wholesale Banking. The position partners closely with Sales, Product, and Operations teams to deliver differentiated client experience aligned to segment, industry vertical, and client complexity. Direct servicing activities for Treasury Management clients ensuring accurate setup, maintenance, and servicing of Treasury products and corporate digital banking services. This team acts as the primary point of contact for commercial clients and internal partners, resolving inquiries efficiently while maintaining a high standard of customer service, accuracy, and compliance. Participates in User Acceptance/End User Training (UAT) when related to Treasury Management systems. Communicate updates, changes, and enhancements to clients and internal stakeholders appropriately. Support cross-functional initiatives to improve Treasury client experience and operational efficiency.

Requirements

High school diploma or GED required.
10+ years of Treasury Management experience
5 years of management experience
Ability to build and maintain strong, positive working relationships at all functional levels.
Proven leadership, teaching and training skills.
Strong knowledge of Treasury Management products and services.
Excellent communication, interpersonal, and problem-solving skills.
High attention to detail and accuracy in processing.
Ability to work effectively in a fast-paced, deadline-driven environment.
Customer service–oriented with a collaborative, team-based approach.

Nice To Haves

Undergraduate degree preferred
CTP, AAP, NCP preferred

Responsibilities

Design and implement a segmented Treasury Servicing model aligned to: Client size (Middle Market, Corporate, etc.), Industry verticals (e.g., CRE, Non-Profit, etc.), Product Complexity
Define coverage model, service tiers and client ownership across lifecycle
Establish and track: SLA / Service Standards, Client satisfaction, Response and resolution times
Use above data to identify servicing gaps and drive continuous improvement
Lead initiatives to automate servicing workflows and reduce manual intervention
Direct servicing activities for Treasury Management clients ensuring accurate setup, maintenance, and servicing of Treasury products and corporate digital banking services.
Act as the primary point of contact for commercial clients and internal partners, resolving inquiries efficiently while maintaining a high standard of customer service, accuracy, and compliance.
Participate in User Acceptance/End User Training (UAT) when related to Treasury Management systems.
Communicate updates, changes, and enhancements to clients and internal stakeholders appropriately.
Support cross-functional initiatives to improve Treasury client experience and operational efficiency.