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Avp, Treasury Management Support Supervisor

1 month ago

Oakland, United States Beneficial State Bank Full time

**Who we are**: Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability. We demonstrate how a bank can combine social equity, environmental sustainability, and business stability to create a better financial system - a system that drives inclusive prosperity to benefit people and the planet. #BCorp #WeAreBCorps

The Treasury Management (TM) Support Supervisor will manage a team of Treasury Management Support Associates and Specialists who are responsible for aiding in the customer service function of our Treasury Management customers. This is a working manager position.

Works closely with Client Treasury Managers to support their sales efforts as it culminates in implementation and ongoing servicing.
ESSENTIAL DUTIES
- Maintains strong knowledge and understanding of treasury management-related products, services, and principles including ACH, EFT, Check & ACH Positive Pay, RDC ,Wire transfers and other TM products.
- Maintains and meets compliance and audit objectives relating to the management and support of treasury clients.
- Coaches and supports Treasury Management team and oversees their day-to-day work, providing clear and consistent expectations to ensure work is completed accurately and efficiently. Identifies training opportunities to support the team’s ongoing growth and development.
- Ensures that treasury support team is adequately trained in treasury products, services, and support to ensure high service levels with internal and external clients.
- Monitors workloads in the department to ensure appropriate distribution and maintains staffing at levels to support treasury client needs.
- Handles escalated customer service issues to a satisfactory conclusion. This may include resolution with various areas such as operations, product management/development, lenders and the customer.
- Monitors the follow-up and resolution of problems to ensure timely response and customer satisfaction of the treasury support team.
- Accountable to identify risk issues associated with Treasury Management products and recommend appropriate risk management strategies to protect the best interests of the bank.
- Accountable for attaining team key performance measurements as well as the tracking of communication of customer service activities.
- Uses administrative databases and technology tools to track customer service results.
- Communicate policies and procedures to team members.
- Increase the effectiveness of individual Treasury Management Support associates & specialists by providing counseling and advice on complex customer issues, available technology tools, and complex customer implementations and training.
- Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities. This includes successfully taking all online compliance training as assigned within specified due dates.
- Organizes team building exercises and activities.
- Coordinate and approve scheduled time off requests
- Performs other duties as assigned.

MINIMUM REQUIREMENTS
Basic Qualifications
- Bachelor’s degree, four years of college or equivalent
- Five to seven years of banking experience
- 4 to 5 years of experience in cash management or treasury management fulfillment
- Five years or more supervisory experience.
- Must possess positive and professional customer service and sales skills
- Strong computer skills, specifically in Microsoft Windows environment
- Good organizational and time management skills
- Ability to work with general supervision while performing duties

Preferred Skills/Experience
- Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
- Automated Clearing House (ACH) experience is highly recommended
- Thorough knowledge of all Business, Commercial Deposit products & Treasury products and services
- Proven customer service and interpersonal skills
- Effective selling, cross-selling and referral skills
- Strong mathematical, problem-solving, and negotiation skills
- Exercise accuracy, alertness, good judgment, initiative, courtesy, tact and patience in dealing with customers, both internal and external, as well as vendors/suppliers used by the Bank
- Ability to analyze customer credit data and other related financial information
- Strong interpersonal and relationship building skills
- Previous experience in a financial sales representative-oriented role
- Current Driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities

**BENEFITS**: What is the benefit package for this role? Beneficial State Bank’s benefi

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