Treasury Management Service and Implementation Manager
The Washington Trust Company · Westerly, RI · 2 wk ago
Customer Service$85k–$100k/yrFull-time
Key Responsibilities
- Serve as the primary point of contact for escalation from her team members.
- Closely work 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.
Risk & Compliance Management
- 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.
Leadership & Team Development
- 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.
- Show strong analytical, problem-solving, and project management skills.
- Show exceptional communication and leadership abilities.
- Be a team player for other colleagues and partners within the Bank.
Requirements/Qualifications
- A bachelor’s 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.
Compensation
A good-faith, reasonable estimate of the base salary range for this role is $85,000 to $100,000 per year and the actual offer will depend on factors such as experience, skills, training, certifications, and education. This base salary reflects one component of our competitive compensation package. This position may be eligible for an annual bonus and includes a comprehensive benefits package. Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth.