Treasury Management Services Supervisor
About the role
The Treasury Management Services Supervisor is responsible for leading a multifunctional team supporting treasury management operations, including risk management, client implementations and onboarding, maintenance and quality assurance. The Supervisor ensures a high-quality client experience throughout the Treasury Management lifecycle while maintaining strong operational controls and process efficiency. The role requires expertise in Treasury Management products, operational workflows, client servicing, and banking risk controls. They will ensure the timely and accurate completion of work within the team, coordinate workflow, identify efficiencies, maintain quality standards and resolve complex problems. Additionally, they lead, develop and coach team members to ensure employee engagement.
Responsibilities
- Lead, coach, develop, and manage a team of Treasury Management Operations professionals.
- Train, develop and provide guidance to Treasury Services team members in all areas of job responsibilities, including laws, regulations, risk identification, software, and related updates.
- Clearly communicate performance expectations to team members and address any deficiencies in a timely manner.
- Establish performance expectations, service standards, and accountability measures.
- Monitor staffing levels, workload distribution, productivity, and service level adherence.
- Monitor workflow for operational efficiency, analyze operational effectiveness of all procedures; implement changes and operational improvements where necessary.
- Maintain a high level of product and process knowledge.
- Oversee onboarding and implementation activities for Treasury Management clients.
- Ensure timely and accurate setup of Treasury Management products and services.
- Oversee maintenance, new implementation and quality control efforts.
- Monitor onboarding metrics and identify opportunities to enhance client experience and reduce implementation timelines.
- Resolve escalated client implementation issues and service concerns.
- Prepare and deliver reporting to management in a timely and accurate manner.
- Direct the daily operations of the team and manage escalation for problem resolution.
- Support Treasury Management risk management activities, including owning NACHA Rules updates and ensure Bank is in compliance.
- Partner with Treasury Product to ensure ACH client education training material and communication is executed.
- Ensure adherence