Global Deposits Product Lead

Pitney Bowes; Shelton (CT); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Global benefits

Hybrid work arrangement

Annual incentive bonus

Job summary

Pitney Bowes Bank in Shelton, CT is seeking a Global Treasury – Deposits Product Manager to lead deposit products, partner across Ops, Finance, Risk, Tech, Lending, and Sales to drive growth and regulatory compliance. You will manage daily deposit reporting, forecasting, pricing, and client onboarding; develop automation and reporting to scale operations.

The role requires 5+ years in treasury services or related banking, strong Excel and BI skills, and a track record of improving profitability

Qualifications

• 5+ years of experience in treasury services, deposit operations, treasury product management, or commercial banking.
• Strong knowledge of commercial deposit products, treasury management services, and banking operations.
• Experience supporting commercial client onboarding and managing client relationships.
• Client-facing experience with the ability to engage effectively with business customers and internal stakeholders.
• Understanding of NACHA, OFAC, UCC 4A, Regulation E, and other applicable banking regulations.
• Strong financial acumen with experience in reporting, forecasting, profitability analysis, and business performance measurement.
• Experience with treasury platforms, ACH and wire systems, and cash management technologies.
• Advanced Excel skills and experience with reporting and BI tools such as Power BI or Tableau.
• SQL and payments industry knowledge are a plus.

Responsibilities

• Manage daily deposit reporting, forecasting, balance analysis, and client segmentation.
• Monitor treasury operations, exceptions, reconciliations, and key performance metrics while resolving operational issues.
• Partner with Finance on liquidity, balance sheet, and deposit reporting.
• Develop and enhance reporting, automation, and operational processes to improve efficiency and scalability.
• Support the day-to-day management and optimization of existing and new deposit products.
• Evaluate product performance, pricing, profitability, and customer experience to identify improvement opportunities.
• Support product initiatives aligned with the Bank's liquidity, funding, and balance sheet objectives.
• Lead or support system implementations, process enhancements, workflow automation, testing, and documentation efforts.
• Serve as the treasury and deposits subject matter expert for commercial clients and internal partners.
• Support business development efforts by participating in prospect, onboarding, and client meetings.
• Manage treasury service onboarding, including account structures, ACH limits, user entitlements, and fraud controls.
• Partner with Sales, Operations, and Technology to resolve complex client issues and enhance the client experience.
• Participate in client reviews, providing reporting, operational insights, and balance trends.
• Maintain and improve controls related to treasury operations, payments, system access, and fraud prevention.
• Partner with Risk, Compliance, and Audit teams to support applicable banking regulations and operational requirements.
• Prepare documentation and reporting for audits, examinations, and risk assessments.
• Support initiatives focused on digital payments, automation, and operational excellence.

Skills

Treasury operations

Deposits

Product management

Client engagement

Regulatory knowledge

Analytical skills

Treasury platforms

Power BI

Tableau

SQL

Excel

Tools

Power BI

Tableau

SQL

Excel

Job description

Pitney Bowes Bank in Shelton, CT is seeking a Global Treasury – Deposits Product Manager to lead deposit products, partner across Ops, Finance, Risk, Tech, Lending, and Sales to drive growth and regulatory compliance. You will manage daily deposit reporting, forecasting, pricing, and client onboarding; develop automation and reporting to scale operations.

The role requires 5+ years in treasury services or related banking, strong Excel and BI skills, and a track record of improving profitability