AVP/VP, Workflow Assignment, Team Lead

Cathay Bank; Los Angeles (CA); On-site; USD 91,300 - 122,000; Full time

Benefits offered by this job

Competitive benefits package

Discretionary bonus

401(k)

Job summary

Cathay Bank is seeking an experienced Treasury Management Workflow Assignment Team Lead (AVP/VP) to direct day-to-day operations and ensure high-quality service delivery across Treasury Management products. The role interfaces with branch staff, lenders, and operations to pre-review implementation requests and guide staff through complex workflows.

The position requires 3–7 years in treasury workflows, strong project management and customer-service skills, and the ability to mentor a team in a

Qualifications

• Bachelor's degree preferred.
• AVP 3–5 years; VP 5–7 years in Treasury Management Workflow Assignment or related experience.
• Experience with banking products and services, especially Treasury Management, is a plus.

Responsibilities

• Oversee the day-to-day operations of the Treasury Management Workflow Assignment team.
• Pre-review implementation requests for Treasury Management products and services (e.g., Business Online Banking, ACH, Wire Transfers, Positive Pay, Tax Payments, etc.).
• Mentor and train team members; develop written procedures and guides.
• Ensure SLAs are met and staff workloads are balanced.
• Serve as SME to department manager in related functions; assist with hiring and coaching.

Skills

Verbal communication

Written communication

Presentation skills

Team collaboration

Project management

Analytical skills

Attention to detail

Customer service

Cross-level communication

Coaching/mentoring

English proficiency

Mandarin/Cantonese

Education

Bachelor's degree

Job description

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.

What Our Team Members Are Saying

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General Summary

The Treasury Management Workflow Assignment Team Lead plays a crucial role in managing the workflow process. This is an experienced level Treasury Management position responsible for providing day-to-day direction of the Treasury Management Workflow Assignment team members. A results driven mindset is important in this role as this crucial role is also responsible for ensuring the delivery of superior customer service along with quality and pre-review of implementation requests of Treasury Management products and services. Interface with branch staff (i.e. Branch Managers, Relationship Managers, Tellers), Lenders, Loan and Deposit Operations, Accounting, TMS Officers, etc. Ability to apply problem-solving skills to guide and assist team members is critical. Comfortable operating in a dynamic and rapidly evolving organization.

DIRECT REPORTS

Incumbent has direct reports.

Essential Functions

• Responsible for the oversight of the Workflow Assignment team.
• Oversee the day-to-day operations of the Treasury Management Workflow team, which involves the pre-review of the implementation requests for the various Treasury Management products and services including but not limited to Business Online Banking, Account Reconciliation, Positive Pay, ACH, Tax Payments, Wire Transfers, Cash Vault, Lockbox, and Remote Deposit Capture. Mentor and train Treasury Management Workflow team members.
• Develop written procedures and guides for the Workflow Assignment team, as needed.
• Demonstrate the ability to work independently, managing to deadlines. Act independently with infrequent supervision and eliminate, as necessary.
• Monitor Service Level Agreements to ensure SLAs are met for client satisfaction.
• Assist manager in providing guidance and direction to staff, including goal setting, training and development.
• Responsible for the pre-review of implementation requests and the assignment of work ensuring workloads are balanced so that SLAs are met.
• Serve as a Subject Matter Expert (“SME”) for the department manager in other functions.
• Assist with the pre-review of implementation requests, as needed.
• Ensure processes meet regulatory and risk management requirements.
• Maintain logs, volume activity charts, records and provide management with (daily, weekly, and monthly) requested statistical data.
• Serve as backup to other Department Team Leads.
• Mentor and train Treasury Management Workflow team members.
• Assist in staff hiring, coaching and counseling.
• This role is a working Team Lead, which may require the Team Lead to support high profile customers and more complex implementation requests.

Qualifications

• Bachelor's degree (preferred)

Experience

• AVP 3-5 years, VP 5-7 years of Treasury Management Workflow Assignment or related experience. Experience with banking products and services with an emphasis on Treasury Management products and services.
• Knowledge of Treasury and Financial operations is a plus.

Skills/Ability

• Proven professional verbal, written, and presentation skills required. The ability to work in a team environment; fostering a healthy and collaborative environment with all business partners is needed. Strong project management, organizational, analytical and problem-solving skills.
• Ability to work under pressure.
• Great attention to detail.
• Excellent customer service skills a must.
• Ability to communicate effectively and tactfully with all levels of employees.
• Ability to coach, mentor and train others.
• English proficiency, bilingual Mandarin and/or Cantonese a plus.

Other Details

AVP: $91,300 – $96,200 / year

VP: $110,000 – $122,000 / year

Pay determined based on job-related knowledge, skills, experience, and location.

This position may be eligible for a discretionary bonus.

Cathay Bank offers its full-time employees 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).

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Cathay Bank is an Equal Opportunity and affirmative 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.

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