AVP/VP, Workflow Assignment, Team Lead

General Summary

The Treasury Management Workflow Assignment Team Lead oversees the day-to-day operations of the Treasury Management Workflow team, ensuring the delivery of superior customer service and quality implementation of Treasury Management products and services. This role requires strong leadership, problem-solving skills, and the ability to manage multiple tasks.

Essential Functions

• Oversee the day-to-day operations of the Treasury Management Workflow team, including pre-review of implementation requests for various Treasury Management products and services.
• Mentor and train Treasury Management Workflow team members.
• Develop written procedures and guides for the Workflow Assignment team, as needed.
• Demonstrate the ability to work independently, managing to deadlines.
• Monitor Service Level Agreements (SLAs) to ensure SLAs are met for client satisfaction.
• Assist manager in providing guidance and direction to staff, including goal setting, training, and development.
• Pre-review implementation requests and assign work to ensure workloads are balanced and SLAs are met.
• Serve as a Subject Matter Expert (SME) for the department manager in other functions.
• Aid in the pre-review of implementation requests, as needed.
• Ensure processes meet regulatory and risk management requirements.
• Maintain logs, volume activity charts, records, and provide management with requested statistical data.
• Serve as backup to other Department Team Leads.
• Mentor and train Treasury Management Workflow team members.
• Assist in staff hiring, coaching, and counseling.

Qualifications

• Education: Bachelor's degree (preferred)
• Experience: AVP 3-5 years, VP 5-7 years of Treasury Management Workflow Assignment or related experience.
• Experience: Knowledge of banking products and services with an emphasis on Treasury Management products and services.

Skills/Ability

• Proven professional verbal, written, and presentation skills required.
• Strong project management, organizational, analytical, and problem-solving skills.
• Great attention to detail.
• Excellent customer service skills a must.
• Ability to communicate effectively and tactfully with all levels of employees.
• Ability to coach, mentor, and train others.
• English proficiency, bilingual Mandarin and/or Cantonese a plus.

Other Details

• Payscale: AVP $91,300 – $96,200 / year, VP $110,000 – $122,000 / year, pay determined based on job-related knowledge, skills, experience, and location.
• Benefits: Comprehensive benefits package including medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, flexible spending accounts (FSAs), health savings account (HSA) with company contributions, voluntary coverages, and 401(k).
• Cathay Bank is an Equal Opportunity and Affirmative Action Employer.