Treasury Solutions Head of Account Services

Summary

The Treasury Solutions Head of Account Services is responsible for developing and delivering the vision, strategy, roadmap, and commercialization of Account Services. The suite of Account Services includes Information Reporting, Account Reconciliation, Positive Pay, Deposit Insurance, and Escrow Services.

Product Strategy

• Analyze emerging trends, market research, competitive analysis, customer feedback, and product/channel metrics to shape strategic direction.
• Define product roadmaps and prioritize programs to support the realization of the product strategy.
• Collaborate with existing vendors on strategic opportunities and drive roadmap alignment in support of product strategy.
• Create presentations that inform and communicate product vision.
• Provide monthly promotions to highlight key accomplishments.
• Afford responsibility for the realization of your strategy.

Product Development

• Define program scope, author business cases, and define user experience for new products and enhancements.
• Approve business requirements, KPIs and acceptance criteria for prioritized programs.
• Ensure collaboration with cross-functional teams to capture requirements and account for any impacts to the organization.
• Influence and approve the user experience defined by the program teams.
• Collaborate with staff to define the comprehensive commercialization plan, including sales, implementation, service, billing, and reporting.
• Ensure effective preparation and presentation by staff of statuses of programs to firmwide stakeholders.
• Provide transparency to business and technology leadership on project status and risks.
• Ensure key risk controls and monitoring are accounted for in a solution.
• Ensure user acceptance testing by product and support teams.
• Ensure defects are managed effectively by vendor(s) and staff.
• Provide effective communication on product improvements and new feature releases.
• Afford accountability for delivery of the roadmap.

Day to Day

• Collaborate with service representatives, lines of business, and sales teams to provide subject matter expertise as needed to resolve issues.
• Handle escalated problems, as needed from internal customers, business partners or clients regarding services and procedures.
• Actively manage relationships with existing vendors to define and drive exceptional product performance in production.
• Ensure effective product risk management is practiced by the team and that key risk controls and monitoring are operating effectively.
• Adhere to Bank policies and procedures and complete required training.
• Perform special projects, as assigned by manager.

Talent Management

• Actively invest in building and developing team members.
• Afford assistance to manager to actively define and drive continuous improvement into our operating model.
• Adhere to and comply with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Identify and report suspicious activity.