Needham Bank
Treasury Management Client Service Team Leader
This job is now closed
Job Description
- Req#: 894061
- Serves as the first escalation point for issues that may arise within the Treasury Management Client Service Team.
- Leads other Treasury Management Client Service Team members on various tasks, workflows, projects, and strategic planning.
- Follow and assist with implementation of all directives, policies, procedures and changes in regulations pertaining to Treasury Management.
- Leads the Team in all designated functions of Treasury Management Client Services including but not limited to Business Online Banking, Business Mobile Banking, Business Bill Pay, Remote Deposit Capture (RDC), Positive Pay, ACH and Wire Origination, Positive Pay, SFTP, Lockbox, Sweep Services, and IntraFi.
- Client and Product onboarding/offboarding
- Temporary & Permanent Limit increases/decreases
- Monitoring and acting on daily reporting, alerts
- Conducting client training (virtual/on site) as needed
- Resolution of payables/receivables file formatting issues
- Maintain expert level of knowledge of the Bank’s Treasury Management products and services, and managing inherent risks with these services
- Maintain high level of communication with Director, Treasury Cash Management and Treasury Product Owners related to customer requests, vendor issues, product and system updates.
- Manage the Treasury Management Client Service CRM, phone, and other related client communication queues, SLAs, KPIs.
- Coordinate with the Product Ownership Team on new product role out and UAT testing as needed.
- Coordinate with the Portfolio Management Team on Annual Relationship Review pre/post research.
- Support the Treasury Management Relationship Management team in servicing existing relationships.
- Facilitates Treasury Management meetings on behalf of the Director, Treasury Management as needed.
- Communicates and maintains positive working relationships with Retail Banking, Commercial Lending, Compliance, Deposit Operations, Fraud/Compliance and other departments to resolve client issues as needed.
- Perform additional duties as requested, needed or assigned
Under the direction of the Director, Operations, leads the Treasury Management Client Service Team in all areas of Treasury product setup/configuration and Treasury client onboarding and trainings. Collaborates with other Treasury Management Teams in the areas of Relationship Management, Product Ownership, and Portfolio Management. Manage and ensure Treasury client service issues and questions are addressed to a satisfactory resolution. Completes tasks accurately, timely, and professionally to ensure prompt and professional service to internal and external customers.
ESSENTIAL DUTIES & RESPONSIBILITIES
About the company
Your Needham Bank experts are your dedicated resource for all your financial needs. Come experience the best in banking.
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