Treasury Management Service and Implementation Manager

Washington Trust•Westerly, MA

12d•$85,000 - $100,000

About The Position

This person oversees and manages the Service and Implementation team for Treasury Management, which has a primary focus of supporting the sales team, onboarding treasury management services, and servicing our commercial clients. This role serves as a key liaison between sales, clients, product management, and back-office operations, ensuring smooth implementation and ongoing management of treasury management services. Strong leadership skills, deep product knowledge, and a client-first mindset to enhance the overall client experience are required. Products Serviced: Account Analysis; ACH; Business On-Line Banking; Positive Pay; Lockbox; Bill Pay; Reich & Tang DDM; Remote Deposit Capture (mobile and desktop); Wire; ICS; CDARS, Cash Vault Services

Requirements

BA degree preferred
Prior experience with direct customer contact, problem solving, and customer resolution.
5+ years cash management experience and knowledge of Cash Management services.
Demonstrated ability to cross-sell and onboard internal customer referrals
Ability to make in-person, site visits to customer locations
Strong analytical, problem-solving, and project management skills.
Exceptional communication and leadership abilities.
Be a team player for other colleagues and partners within the Bank.

Responsibilities

Serve as the primary point of contact for escalation from her team members.
Work closely with front-office sales relationship managers to onboard new clients and enhance existing relationships.
Create and update middle office policies and procedures.
Serve as a liaison between client, team, and product management.
Educate team on cash management products, systems, and best practices.
Serve as the point person on all procedures and projects related to Cash Management Service and Implementation.
Partner with internal teams (Operations, IT, Compliance, and Risk) to ensure seamless execution of cash management services.
Monitor and optimize workflows to improve efficiency, reduce risk, and enhance the client experience.
Ensure adherence to regulatory requirements, internal policies, and best practices related to cash management operations.
Collaborate with risk and compliance teams to identify, assess, and mitigate operational risks.
Monitor and report key operational metrics, ensuring timely escalation of issues as needed.
Manage and mentor a team of Service and Implementation professionals, fostering a culture of excellence and continuous improvement.
Provide training and support to ensure the team is well-versed in cash management products and processes.
Drive collaboration across all areas of cash management and other bank departments to enhance cross-functional efficiency and effectiveness.