Hybrid Treasury Management Lead: Client Onboarding & Ops

Beneficial State Bank; Oakland (CA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Beneficial State Bank is seeking a Treasury Management Supervisor to lead operations, onboarding, deposits, and client support for treasury management services. You will coordinate with relationship managers and lenders to drive client satisfaction and revenue growth in a hybrid Oakland office.

The role emphasizes staff leadership, adherence to risk controls, and collaboration across Treasury Management, operations, and sales teams to deliver high-quality service.

Qualifications

• Attention to Detail
• Collaboration & Communication
• Diversity & Inclusion
• Execution & Ownership
• Time Management
• Change Management
• Conflict Resolution
• Operations Management
• Talent & Performance Management
• Treasury Services
• System & Software Administration
• Customer Service
• Dealing with Ambiguity
• Critical Thinking

Responsibilities

• Supervise and direct Treasury Management Associates to ensure consistent service delivery and adherence to established processes and procedures.
• Manage daily treasury management operations, including product implementation, onboarding, deposits, and ongoing product support.
• Oversee the execution of treasury management and deposit products, including implementation activities, revenue-related functions, and risk mitigation processes.
• Manage implementation of treasury management products and services for new clients and for existing clients with complex or comprehensive needs.
• Ensure accurate collection of treasury management and deposit-related fees.
• Support the development, documentation, and implementation of treasury management products, policies, and procedures; ensure staff adherence to all requirements.
• Identify operational, process, or product enhancement opportunities and communicate recommendations to Leadership.
• Establish team goals aligned with Bank strategy and monitor performance against established objectives.
• Coordinate with internal departments to support treasury management initiatives, cross-functional projects, and operational improvements.
• Supervise Treasury Management Associates in supporting Treasury Management Advisors with onboarding, documentation, new accounts, and electronic banking activities.
• Partner with the Treasury Services & Business Banking Director, Relationship Managers, and Bankers to assess client and prospect needs related to payments, deposits, online banking, and fraud prevention.
• Participate in independent and joint client and prospect calls to support sales efforts, identify opportunities, and strengthen client relationships.
• Support achievement of treasury management sales targets through client needs assessment, solution recommendations, and ongoing relationship support.
• Review client account structures, product usage, and cost considerations and provide recommendations aligned with client requirements.
• Conduct proactive reviews of existing and prospective client relationships to ensure appropriate product utilization and client satisfaction.
• Serve as an internal subject matter resource on treasury management products, pricing structures, and operational considerations.
• Act as a liaison between clients and internal teams to resolve issues and ensure continuity of treasury management service delivery.
• Provide input into product-focused outreach or marketing initiatives as requested.
• Ensure all treasury management activities comply with applicable regulatory requirements, internal policies, risk management standards, and audit expectations.
• Ensure treasury management implementation and operational processes are executed in accordance with established risk controls and regulatory guidelines.
• Support monitoring of operational and risk indicators and elevate issues in accordance with established procedures.
• Complete all assigned compliance training and regulatory requirements within established timeframes.

Job description

Beneficial State Bank is seeking a Treasury Management Supervisor to lead operations, onboarding, deposits, and client support for treasury management services. You will coordinate with relationship managers and lenders to drive client satisfaction and revenue growth in a hybrid Oakland office.

The role emphasizes staff leadership, adherence to risk controls, and collaboration across Treasury Management, operations, and sales teams to deliver high-quality service.