Treasury Operations Lead
About The Position
The Treasury Operations Lead supports commercial and treasury clients while leading Treasury Support Specialists, providing daily guidance, training, and oversight. This role handles complex, high-risk activities and requires strong knowledge of Treasury products and systems. The Lead partners with Treasury Account Managers and Commercial Lenders to assist with account openings, maintenance, and client servicing, ensuring requests are completed accurately and on time while supporting team workload. This role also collaborates with leadership on process improvements, procedural updates, and department initiatives to ensure consistent, compliant, and high-quality Treasury services.
Requirements
- Problem-solving under pressure
- Coaching and developing team members
- Ability to motivate and influence
- Strong understanding of processes and risk controls
- Strong communication and client-facing experience
- Strong communication and organization skills including the ability to communicate across and up the organization.
- Keen ability to prioritize work daily to meet deadlines.
- Ability to independently lead and complete projects resulting from policy changes, technological advances, and/or new services offered to customers.
- A thorough understanding of treasury management products.
- Associate’s degree or 3+ Years related work experience
Responsibilities
- Provides oversight for the support of cash management and treasury services products.
- Responsible for coordinating the implementation and installation of treasury products with business clients using available staff resources.
- Coordinates testing for system upgrades and enhancements; reports findings to product managers.
- Communicates to the commercial customers regarding new product functionality, enhancements, or changes to the products, benefiting or affecting the customer.
- Serves as the Treasury subject matter expert and leads the Support team, providing training, overseeing daily operations, and acting as the primary contact for questions, escalations, and complex issues.
- Protect all client and bank information confidentially and follow all company policies.
- Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
- Other specified duties as assigned.
Benefits
- Medical
- Dental
- Vision
- 401(k) plan
- Company paid life insurance
- Short and Long-term disability insurance
- Company paid vacation, paid leave and holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
