Senior Treasury Management Operations Lead

Poppy Bank

Roseville (CA)

On-site

USD 70,000 - 90,000

Full time

14 days+
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Benefits offered by this job

Equal employment opportunities
Support for training and development

Job summary

Poppy Bank in Roseville, California is looking for a Treasury Management Operations Support III to lead the Treasury Management team. The ideal candidate will oversee the onboarding of clients, provide training, and ensure compliance with banking regulations while offering exceptional service.

This position requires strong communication skills, proficiency in Treasury Management services, and the ability to manage multiple tasks efficiently. Join us at Poppy Bank to contribute to our commitment to client satisfaction and operational excellence.

Qualifications

  • 3-5 years’ experience in Treasury Management Services.
  • Experience providing training and mentoring.
  • Proficient in managing multiple tasks in a fast-paced environment.

Responsibilities

  • Lead onboarding processes for Treasury Management clients.
  • Provide exceptional customer service to clients and partners.
  • Support training for internal staff and Business Development Officers.

Skills

Treasury Management Services knowledge
Training and mentoring
Microsoft Office Suite
Communication skills
Organizational skills

Education

Experience in banking operations
ACH Accredited Professional certificate

Tools

Fiserv
Q2

Job description

Poppy Bank in Roseville, California is looking for a Treasury Management Operations Support III to lead the Treasury Management team. The ideal candidate will oversee the onboarding of clients, provide training, and ensure compliance with banking regulations while offering exceptional service.

This position requires strong communication skills, proficiency in Treasury Management services, and the ability to manage multiple tasks efficiently. Join us at Poppy Bank to contribute to our commitment to client satisfaction and operational excellence.

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