AVP, Treasury Management Systems Integrations Officer

About the role

The Treasury Systems Integration Specialist at Cathay Bank is responsible for designing, implementing, supporting, and optimizing technology integrations between Treasury Management, Commercial Banking, Digital Banking, and enterprise banking systems. This role focuses on improving operational efficiency by automating manual processes, streamlining workflows, eliminating duplicate data entry, and enhancing system connectivity across the bank's technology ecosystem.

Responsibilities

• Support integration initiatives between Treasury Management systems, Digital Banking platforms, IBS, nCino, Collaboration Hub, and other core banking applications.
• Analyze business processes and identify opportunities to automate manual workflows and reduce operational inefficiencies.
• Configure and maintain system integrations utilizing APIs, SFTP file transmissions, and workflow automation tools.
• Cook up testing, validation, and implementation of system enhancements and technology upgrades.
• Develop and maintain process documentation, workflow diagrams, integration requirements, and operating procedures.
• Troubleshoot integration issues and coordinate resolution with internal technology teams and third-party vendors.
• Coordinate testing, validation, and implementation of system enhancements and technology upgrades.
• Participate in system conversions, product implementations, and platform enhancement projects.

Requirements

• Support the administration of Treasury Management systems and related operational platforms.
• Aid in maintaining Treasury product enrollment workflows and digital onboarding solutions.
• Manage system configurations, user setup requests, workflow routing, and integration monitoring.
• Support enhancements to digital forms, automated approval processes, and onboarding workflows.
• Aid in maintenance and optimization of Treasury Management Product and Services enrollment solutions.
• Evaluate existing operational procedures to reduce manual touchpoints and improve scalability.
• Recommend technology-driven solutions that enhance efficiency, accuracy, and client experience.
• Identify opportunities to consolidate workflows across departments and improve data flow between systems.
• Design process improvements that reduce processing times and enhance operational controls.
• Collaborate with stakeholders to implement automation solutions supporting Treasury Management operations.

Qualifications

• Education: Bachelor’s degree in information systems, Business Technology, Finance, Business Administration, or related field preferred.
• Experience: 3–5 years of experience in Banking Operations, Treasury Management, Financial Technology, Systems Administration, or Business Systems Support.
• Experience supporting enterprise banking systems, digital banking platforms, or operational technology solutions.
• Experience participating in system implementations, automation projects, or process improvement initiatives.
• Familiarity with Treasury Management products and commercial banking operations.
• Understanding of APIs and system integrations.
• Experience supporting SFTP and secure file transmission processes.
• Familiarity with JSON, XML, CSV, and data exchange methodologies.
• Knowledge of workflow automation platforms and digital forms.
• Experience working with banking systems such as IBS, nCino, Treasury platforms, or Digital Banking systems.

Skills/Ability

• Intermediate knowledge of Microsoft Excel, reporting tools, and process documentation.
• Strong troubleshooting and analytical skills.
• Strong process improvement mindset.
• Ability to identify opportunities for automation and operational efficiencies.
• Excellent organizational and project coordination skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a regulated banking environment.
• Strong customer service orientation and teamwork skills.

Benefits

Cathay Bank offers a competitive benefits package including medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and a 401(k).