Treasury Management Client Service Team Leader

Under the direction of the Director, Operations, leads the Treasury Management Client Service Team in all areas of Treasury product setup/configuration and Treasury client onboarding and trainings. Collaborates with other Treasury Management Teams in the areas of Relationship Management, Product Ownership, and Portfolio Management. Manage and ensure Treasury client service issues and questions are addressed to a satisfactory resolution. Completes tasks accurately, timely, and professionally to ensure prompt and professional service to internal and external customers.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Serves as the first escalation point for issues that may arise within the Treasury Management Client Service Team.
• Leads other Treasury Management Client Service Team members on various tasks, workflows, projects, and strategic planning.
• Follow and assist with implementation of all directives, policies, procedures and changes in regulations pertaining to Treasury Management.
• Leads the Team in all designated functions of Treasury Management Client Services including but not limited to Business Online Banking, Business Mobile Banking, Business Bill Pay, Remote Deposit Capture (RDC), Positive Pay, ACH and Wire Origination, Positive Pay, SFTP, Lockbox, Sweep Services, and IntraFi.
  
  
  
  • Client and Product onboarding/offboarding
  • Temporary & Permanent Limit increases/decreases
  • Monitoring and acting on daily reporting, alerts
  • Conducting client training (virtual/on site) as needed
  • Resolution of payables/receivables file formatting issues
  
  
  
  
• Maintain expert level of knowledge of the Bank's Treasury Management products and services, and managing inherent risks with these services
• Maintain high level of communication with Director, Treasury Cash Management and Treasury Product Owners related to customer requests, vendor issues, product and system updates.
• Manage the Treasury Management Client Service CRM, phone, and other related client communication queues, SLAs, KPIs.
• Coordinate with the Product Ownership Team on new product role out and UAT testing as needed.
• Coordinate with the Portfolio Management Team on Annual Relationship Review pre/post research.
• Support the Treasury Management Relationship Management team in servicing existing relationships.
• Facilitates Treasury Management meetings on behalf of the Director, Treasury Management as needed.
• Communicates and maintains positive working relationships with Retail Banking, Commercial Lending, Compliance, Deposit Operations, Fraud/Compliance and other departments to resolve client issues as needed.
• Perform additional duties as requested, needed or assigned

JOB REQUIREMENTS

• Highly motivated and experienced managing multiple tasks
• Demonstrate and promote high ethical standards and behavior
• Maintain a professional manner at all times
• Be an active team player
• Adapts and helps others manage change
• Fluent in written and verbal English communication skills
• Strong computer and technical skills
• Must be willing to travel to customer locations
• Must have reliable transportation; must be flexible and able to adapt to new job locations and re-assignments as directed
• Ability to adhere to Needham Bank's Core Values (Quick-Decision Making, Reliability, Relationship-Based Focus & Quality Service)

EDUCATION & EXPERIENCE

• Associates or Bachelor's Degree highly preferred or equivalent experience
• Five plus years' of banking experience in a Treasury Management Sales or Service role highly preferred
• Knowledge of federal and state regulations and guidelines pertaining to Treasury Management products
• Knowledge of NACHA Operating Rules preferred

WORKING CONDITIONS/PHYSICAL DEMANDS

• Normal business office environment
• Travel to client office or site as needed.

Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.

At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.

Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.