Treasury Management

6 days ago


Santa Rosa, United States AppleOne Full time
Job DescriptionJob DescriptionThe 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 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
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructio

EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

#1067

Company DescriptionFounder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.

Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.

Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.

Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.Company DescriptionFounder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.\r
\r
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.\r
\r
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.\r
\r
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.

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