AVP, Treasury Management Support Supervisor

3 weeks ago

Oakland, United States Beneficial State Bank Full time

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.

TM Support Supervisor provides a full range of professional, technical, product, and general support via email, telephone and in-person interactions to our corporate, small business and personal online banking clients and bank personnel team. They are also responsible for safeguarding the bank by understanding and administering risk assessments and form compliance to reduce reputational and audit deficiencies. Treasury Management Support Supervisor will gather high and low-level client feedback for future system enhancements and sales competitiveness. They play an active role in the efficiency of the department.

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 teams 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 Bachelors degree, four years of college or equivalent Five to seven years of banking experience Four to five 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 Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees 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

#J-18808-Ljbffr

  • AVP, Treasury Management Support Supervisor

    2 weeks ago

    Oakland, United States Beneficial State Bank Full time

    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.TM Support Supervisor provides a full range of professional, technical, product, and general...

  • AVP, Treasury Management Support Supervisor

    1 month ago

    Oakland, United States Beneficial State Bank Full time

    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.TM Support Supervisor provides a full range of professional, technical, product, and general...

  • AVP, Treasury Management Support Supervisor

    2 months ago

    Oakland, United States Beneficial State Bank Full time

    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.TM Support Supervisor provides a full range of professional, technical, product, and general...

  • Avp, Treasury Management Support Supervisor

    1 week 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...

  • Treasury Management Support Associate

    2 weeks ago

    Oakland, United States Beneficial State Bank Full time

    Treasury Management Support Associates provide a wide range of professional, technical, product, and general support via email, telephone and in-person interactions to our corporate, small business and personal online banking clients and bank personnel team. TM Support Associates must be able to communicate technical instructions and concepts in terms the...

  • Treasury Management Support Associate

    4 weeks ago

    Oakland, United States Beneficial State Bank Full time

    Treasury Management Support Associates provide a wide range of professional, technical, product, and general support via email, telephone and in-person interactions to our corporate, small business and personal online banking clients and bank personnel team. TM Support Associates must be able to communicate technical instructions and concepts in terms the...

  • Treasury Manager

    1 month ago

    Oakland, United States Tandym group Full time

    A recognized services company in California is currently seeking a new Treasury Manager to join their growing team. In this role, the Treasury Manager will be responsible for overseeing, monitoring, and reporting of the cash needs of the company along with the preparation, analysis, and initial review of various financial reporting obligations of the...

  • Accounts Payable Supervisor

    2 days ago

    Oakland, United States NUG, Inc. Full time

    **Job Summary** The Accounts Payable Supervisor will report to the Sr. Accounts Payable Manager and Treasury. They will oversee an Accounts Payable team responsible for the processing of invoices, timely issuance of payments, documentation and record-keeping, reconciliations, communication to stakeholders, and special projects as needed, including SOP...

  • Program Supervisor BCBA Trainee

    1 month ago

    Oakland, United States Behavior Management Solutions Full time

    Job DescriptionJob DescriptionBxM Clinical Supervisors are responsible for all clinical program oversight for clients. Responsibilities include but are not limited. They will report directly to BxM BCBAsProviding supervision for direct aide staffWriting, updating, and developing programming, goals, and behavior intervention plans for studentsWriting progress...

  • Supervisor, Regulatory Support

    3 days ago

    OAKLAND, United States PG&E Corporation Full time

    Requisition ID # 157177 Job Category: Government and Regulatory Relations Job Level: SupervisorBusiness Unit: Electric OperationsWork Type: HybridJob Location: Oakland    Department Overview The Vegetation Management Data Response (VMDR) team partners with other members of Vegetation Management (VM) as well as stakeholders across PG&E to support VM...

  • Supervisor - Shuttles

    2 days ago

    Oakland, United States Ace Parking Management, Inc. Full time

    **About Us**: One of the reasons why we are the nation’s leading parking management expert is because we recognize that “people” are what makes our company successful. It is this recognition that serves as the foundation and building block for our continued growth and success. Having been in business for over 72+ years, we understand what it means to...

  • Management and Program Assistant

    1 month ago

    Oakland, California, United States Department Of The Treasury Full time

    Summary Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information.WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at Duties WHAT IS THE LBI - Large Business and InternationalDIVISION?A description of the business units can be found at: Vacancies will be filled in the...

  • Area Gas Operations Manager II

    5 days ago

    Oakland, United States Waste Management Full time

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. Waste Management (WM), a Fortune 250 company, is the leading provider of comprehensive waste and environmental...

  • Supervisor- Operation Support Unit

    3 weeks ago

    Oakland, CA, United States PG&E Corporation Full time

    Requisition ID # 157551  Job Category: Accounting / Finance  Job Level: Supervisor Business Unit: Finance Work Type: Hybrid Job Location: Oakland    Department Overview   The Business Finance team provides critical financial support to the core organizational units of PG&E. This support includes: financial analysis; budgeting, planning and...

  • Property Manager

    4 days ago

    Oakland, United States East Bay Asian Local Development Corporation Full time

    Job DescriptionJob Description Emphasizing our historic and continuing commitment to Asian and Pacific Islander communities, the East Bay Asian Local Development Corporation (EBALDC) works with and for all the diverse populations of the East Bay to build healthy, vibrant and safe neighborhoods through community development. EBALDC is a first-generation...

  • Logistics Management Specialist

    1 month ago

    Oakland, United States Federal Emergency Management Agency Full time

    Summary The ideal candidate should possess the ability to lead, communicate, manage and build partnerships within FEMA and across multiple federal, state, territorial, tribal, and non-governmental agencies while operating in a high-stress environment and austere conditions. Duties What will I do in this position if hired? In this Logistics...

  • Case Manager

    6 days ago

    Oakland, United States LifeLong Medical Care Full time

    Overview: LifeLong Medical Care is looking for a Supportive Housing Program (SHP) **Case Manager **to work at our Savoy Supportive Housing site. The Supportive Housing Program supports the provision of integrated, long term, intensive services to homeless and formerly homeless adults with disabilities living in permanent supportive housing sites. Case...

  • Operations Supervisor

    3 days ago

    Oakland, United States University of California , Riverside Full time

    The Multimedia & Classroom Technologies Operations Supervisor is responsible for support, processes, and procedures related to managing and maintaining technology in UCR's large venue areas, conference rooms, classrooms, labs, and event support. This support is inclusive of working collaboratively across UCR to define specifications, plan for changes, and...

  • Supervisor, Ces Program Management

    5 days ago

    Oakland, United States PG&E Corporation Full time

    Requisition ID # 157618 **Job Category**: Project / Program Management **Job Level**: Supervisor **Business Unit**: Engineering, Planning & Strategy **Work Type**: Hybrid **Job Location**: Oakland Department Overview Position Summary Executes and oversees the implementation of the portfolio strategy anddelivery plans. Collaborates across Customer...

  • Case Manager

    2 weeks ago

    Oakland, United States LifeLong Medical Care Full time

    Benefits Compensation: $24.15 - $27/hour. We offer excellent benefits including: medical, dental, vision (including dependent and domestic partner coverage), generous leave benefits including ten paid holidays, Flexible Spending Accounts, 403(b) retirement savings plan. COVID-19 Vaccine Policy In accordance with LifeLong Medical Care's commitment to...