AVP, Treasury Management Systems Integrations Officer

Cathay Bank in; El Monte (CA); On-site; USD 88,000 - 97,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Long-term Disability Insurance

FSAs & HSA with company contributions

401(k)

Job summary

Cathay Bank is seeking an AVP, Treasury Management Systems Integrations Officer (Education) to design, implement, and optimize integrations across Treasury Management, Commercial Banking, Digital Banking, and enterprise systems. The role drives automation, data integrity, and streamlined onboarding workflows in a regulated banking environment.

Ideal candidates will have 3–5 years in banking operations or fintech, strong APIs/SFTP skills, and experience with IBS, nCino, and treasury platforms.

Qualifications

• Bachelor's degree in information systems, Business Technology, Finance, Business Administration, or related field preferred.
• 3–5 years of experience in Banking Operations, Treasury Management, FinTech, Systems Administration, or Business Systems Support.
• Experience supporting enterprise banking systems, digital banking platforms, or operational technology solutions.
• Familiarity with Treasury Management products and commercial banking operations.
• Understanding of APIs and system integrations.
• Experience supporting SFTP and secure file transmission processes.
• Familiarity with JSON, XML, CSV, and data exchange methodologies.
• Knowledge of workflow automation platforms and digital forms.
• Experience with banking systems such as IBS, nCino, Treasury platforms, or Digital Banking systems.
• Intermediate Excel, reporting tools, and process documentation.
• Strong troubleshooting and analytical skills.
• Strong process improvement mindset.
• Ability to identify opportunities for automation and operational efficiencies.
• Excellent organizational and project coordination skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a regulated banking environment.
• Strong customer service orientation and teamwork.

Responsibilities

• System Integrations & Process Automation: Support integrations between Treasury Management systems, Digital Banking platforms, IBS, nCino, Collaboration Hub, and core banking apps.
• Analyze business processes to automate manual workflows and reduce inefficiencies.
• Configure and maintain system integrations using APIs, SFTP, and workflow tools.
• Coordinate testing, validation, and implementation of enhancements and upgrades.
• Develop and maintain process documentation, workflow diagrams, integration requirements, and SOPs.
• Troubleshoot integration issues and coordinate resolution with internal tech teams and vendors.
• Participate in system conversions, product implementations, and platform enhancement projects.
• Treasury Technology Administration: Support administration of Treasury Management systems and related platforms.
• Assist with enrollment workflows and digital onboarding solutions.
• Manage system configurations, user setups, workflow routing, and integration monitoring.
• Support enhancements to digital forms, automated approvals, and onboarding workflows.
• Assist with maintenance and optimization of Treasury Management enrollment solutions.
• Process Improvement & Efficiency Initiatives: Evaluate procedures to reduce manual touchpoints and improve scalability.
• Recommend technology-driven solutions to enhance efficiency, accuracy, and client experience.
• Identify opportunities to consolidate workflows and improve data flow.
• Design process improvements to reduce processing times and improve controls.
• Collaborate with stakeholders to implement automation solutions.
• Data Integrity & Reporting: Monitor data quality and develop operational and management reports.
• Assist with regulatory reporting and audit-related activities.
• Support enterprise risk and operational reviews; perform data validation and reconciliation.
• Project Support: Gather business requirements, document specs, coordinate UAT, and track deliverables.
• Support Treasury Management product implementations and conversions.
• Client & Internal Support: Serve as a technical resource for implementation and support teams; assist partners with onboarding and connectivity requirements.

Skills

APIs & system integrations

SFTP and secure file transfers

JSON/XML/CSV data exchange

Workflow automation

Digital forms

Banking systems (IBS, nCino, Treasury)

Excel & reporting tools

Troubleshooting & analytics

Process improvement mindset

Documentation & coordination

Strong communication

Regulated environment multitasking

Education

Bachelor's degree in information systems / related field

Tools

IBS

nCino

Treasury platforms

Digital Banking systems

Job description

AVP, Treasury Management Systems Integrations Officer (Education)

People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.

The Treasury Systems Integration Specialist is responsible for designing, implementing, supporting, and optimizing technology integrations between Treasury Management, Commercial Banking, Digital Banking, and enterprise banking systems. This role focuses on improving operational efficiency by automating manual processes, streamlining workflows, eliminating duplicate data entry, and enhancing system connectivity across the bank's technology ecosystem.

The position serves as a liaison between business units, Treasury Management, Operations, Information Technology, and third-party vendors to identify integration opportunities, improve system utilization, and ensure data integrity throughout the client onboarding and servicing lifecycle.
This position combines Treasury Management expertise with technical systems administration, workflow automation, reporting, and process improvement responsibilities.

ESSENTIAL FUNCTIONS

Systems Integration & Process Automation

• Support integration initiatives between Treasury Management systems, Digital Banking platforms, IBS, nCino, Collaboration Hub, and other core banking applications.
• Analyze business processes and identify opportunities to automate manual workflows and reduce operational inefficiencies.
• Configure and maintain system integrations utilizing APIs, SFTP file transmissions, and workflow automation tools.
• Coordinate testing, validation, and implementation of system enhancements and technology upgrades.
• Develop and maintain process documentation, workflow diagrams, integration requirements, and operating procedures.
• Troubleshoot integration issues and coordinate resolution with internal technology teams and third-party vendors.
• Participate in system conversions, product implementations, and platform enhancement projects.

Treasury Technology Administration

• Support the administration of Treasury Management systems and related operational platforms.
• Assist with maintaining Treasury product enrollment workflows and digital onboarding solutions.
• Manage system configurations, user setup requests, workflow routing, and integration monitoring.
• Support enhancements to digital forms, automated approval processes, and onboarding workflows.
• Assist with maintenance and optimization of Treasury Management Product and Services enrollment solutions.

Process Improvement & Efficiency Initiatives

• Evaluate existing operational procedures to reduce manual touchpoints and improve scalability.
• Recommend technology-driven solutions that enhance efficiency, accuracy, and client experience.
• Identify opportunities to consolidate workflows across departments and improve data flow between systems.
• Design process improvements that reduce processing times and enhance operational controls.
• Collaborate with stakeholders to implement automation solutions supporting Treasury Management operations.

Data Integrity & Reporting

• Monitor data quality and accuracy across Treasury Management and banking platforms.
• Develop and maintain operational and management reporting.
• Assist with regulatory reporting requirements and operational certifications.
• Support audit, compliance, enterprise risk, and operational review activities.
• Perform data validation and reconciliation activities to ensure system integrity.

Project Support

• Participate in cross-functional projects involving system integrations, automation initiatives, and process improvements.
• Assist with gathering business requirements and documenting technical specifications.
• Coordinate User Acceptance Testing (UAT) for new enhancements and system releases.
• Track project deliverables and communicate progress to stakeholders.
• Support Treasury Management product implementations and conversion activities.

Client & Internal Support

• Serve as a technical resource for Treasury Management implementation and support teams.
• Assist internal partners in resolving complex service and system-related issues.
• Explain technical solutions in business-friendly language.
• Partner with customer-facing teams to support client onboarding and connectivity requirements.

QUALIFICATIONS

• Education: Bachelor's degree in information systems, Business Technology, Finance, Business Administration, or related field preferred.
• Experience:
  • 3–5 years of experience in Banking Operations, Treasury Management, Financial Technology, Systems Administration, or Business Systems Support.
  • Experience supporting enterprise banking systems, digital banking platforms, or operational technology solutions.
  • Experience participating in system implementations, automation projects, or process improvement initiatives.
  • Familiarity with Treasury Management products and commercial banking operations.
• Skills/Ability:
  • Understanding of APIs and system integrations.
  • Experience supporting SFTP and secure file transmission processes.
  • Familiarity with JSON, XML, CSV, and data exchange methodologies.
  • Knowledge of workflow automation platforms and digital forms.
  • Experience working with banking systems such as IBS, nCino, Treasury platforms, or Digital Banking systems.
  • Intermediate knowledge of Microsoft Excel, reporting tools, and process documentation.
  • Strong troubleshooting and analytical skills.
  • Strong process improvement mindset.
  • Ability to identify opportunities for automation and operational efficiencies.
  • Excellent organizational and project coordination skills.
  • Strong written and verbal communication skills.
  • Ability to manage multiple priorities in a regulated banking environment.
  • Strong customer service orientation and teamwork skills.

OTHER DETAILS

$87,800 – $96,700 / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.

Cathay Bank offers itsfull-timeemployees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review ourCalifornia Job Applicant Privacy Policy .

Cathay Bank is an Equal Opportunity and Assertive Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.Treasury Management

Cathay Bank endeavors to makewww.CathayBank.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at [phone] [e-mail] .This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.