Treasury & Client Services Supervisor

Beneficial State Bank; Oakland (CA); Hybrid; USD 120,000 - 150,000; Full time

Job summary

Beneficial State Bank is hiring a Treasury & Client Services Supervisor to oversee treasury management operations, onboarding, and deposits. You will work with Relationship Managers, Lending, and Operations to ensure seamless service delivery and revenue growth.

The role requires senior experience in treasury products, client-facing activities, and strong leadership to ensure regulatory compliance and risk management across the function.

Qualifications

• Five (5) years of treasury management products and advisory sales experience.
• Five (5) years in treasury management operations, service, or product implementation.
• Five (5) years of direct people management or supervisory experience.
• Experience supervising or leading treasury management teams.
• Experience supporting treasury management products including payments, deposits, online banking, and fraud prevention.
• Ability to analyze client account structures, product usage, and costs.
• Ability to prepare and review client proposals or product presentations.
• Strong communication with clients, internal partners, and management.
• Ability to manage multiple responsibilities and meet deadlines.
• Working knowledge of Microsoft Office (Outlook, Excel, PowerPoint).

Responsibilities

• Supervise and direct Treasury & Client Services staff to ensure service quality.
• Manage daily treasury management operations, product implementation, onboarding, and deposits.
• Oversee treasury management product implementation for new and existing clients with complex needs.
• Ensure accurate collection of treasury management and deposit fees.
• Develop and implement treasury management policies; ensure staff adherence.
• Identify opportunities for process/product improvements and communicate with leadership.
• Establish team goals aligned with Bank strategy and monitor performance.
• Coordinate with internal teams to support treasury management initiatives.

Education

Bachelor’s degree or equivalent

Job description

ABOUT US

We practice Beneficial Banking by investing in social and environmental impact, prioritizing transparency, and expanding access to equitable financial products, all in pursuit of a banking system that is regenerative for the planet and equitable for all. We bring that same commitment to our people by cultivating a vibrant, inclusive, and purpose-driven culture where employees are empowered to grow, contribute, and thrive. Together, we strive to make a meaningful difference in the communities where we live and work, creating positive impact through partnership, service, and shared success.

POSITION OVERVIEW

The Treasury & Client Services Supervisor leads the delivery and performance of the Bank’s treasury management services to support client satisfaction, operational efficiency, and revenue growth. This role is responsible for managing treasury management operations, product implementation, deposits, and ongoing client support in alignment with business objectives.

The position provides leadership to treasury management staff and partners closely with relationship management, lending, branch operations, and operations teams to ensure effective coordination across treasury management sales, onboarding, and service delivery. The Manager supports product adoption, consistent execution, and a high-quality client experience.

The Treasury & Client Services Supervisor is accountable for operational performance, service quality, and risk management within the treasury management function. This includes monitoring key performance indicators, identifying improvement opportunities, and ensuring compliance with regulatory requirements, internal controls, and audit standards. The role serves as a liaison with senior management regarding treasury management strategy, implementation effectiveness, deposit growth, and ongoing product support.

ESSENTIAL DUTIES

Supervisory & Operational Management

• Supervise and direct Treasury & Client Services 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 the VP/Treasury Services & Business Banking Director.
• 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.

Sales Support & Client Relationship Management

• Supervise Treasury & Client Services 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.

Compliance & Risk Management

• 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.

The position performs duties specific to the position and other functions as assigned.

ROLE COMPETENCIES/SKILLS

• 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

WORKING ENVIRONMENT & PHYSICAL DEMANDS

The work environment characteristics and the physical and cognitive requirements described here are representative of those an employee encounters while performing the essential functions of this position.

• This position is based in a non-confined office setting where the employee is free to move about as needed. This role is performed in a typical office environment. For hybrid and remote positions, work may also be performed away from BSB worksites, depending on business needs. Employees working remotely are required to maintain a dependable, high-speed internet connection and a work environment conducive to frequent phone and video calls, where private, confidential, or proprietary information cannot be seen, overheard, or otherwise accessed by unauthorized individuals.
• This position requires writing, typing, speaking, listening, lifting up to 10 pounds, driving (personal, company, or rental vehicle on occasion), carrying, sitting, pulling, walking, standing, squatting, kneeling, reaching, and using close, color, and peripheral vision, depth perception, and the ability to adjust focus.
• This position may require the ability to operate any or all the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.
• This position requires the ability to read and interpret documents, perform detailed work, solve problems, interact with customers, apply reasoning and mathematical skills, communicate effectively both verbally and in writing, deliver presentations, analyze information, manage multiple concurrent tasks, adapt to changing priorities, and work effectively in a fast-paced environment with frequent interruptions.
• Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

POSITION REQUIREMENTS

Minimum Qualifications

• Bachelor’s degree or equivalent combination of education and relevant work experience.
• Five (5) years of experience in treasury management products and advisory sales within a financial services environment.
• Five (5) years of experience working in treasury management operations, service, and/or product implementation functions.
• Five (5) years of direct people management or supervisory experience.
• Experience supervising or leading a treasury management, cash services, or similar operational team.
• Experience supporting treasury management products and services, including payments, deposits, online banking, and fraud prevention.
• Experience analyzing client account structures, product usage, and cost or fee components.
• Experience preparing and reviewing client proposals or product presentations.
• Ability to communicate verbally and in writing with clients, internal partners, and management.
• Ability to manage multiple operational and supervisory responsibilities and meet established deadlines.
• Working knowledge of Microsoft Office applications, including Outlook, Excel, and PowerPoint, and use of internet-based business tools.

Preferred Qualifications

• Experience managing treasury management product implementation for complex or multi-service commercial clients.
• Experience partnering with relationship management, lending, operations, compliance, and risk teams.
• Knowledge of treasury management pricing structures, revenue models, and fee administration.
• Experience supporting treasury management sales initiatives and revenue growth strategies.
• Experience monitoring operational performance metrics, service quality indicators, or risk controls.
• Knowledge of banking industry market dynamics and competitive treasury management practices.
• Experience participating in product development, process improvement, or cross-functional initiatives.
• Experience supporting regulatory compliance and audit activities related to treasury management services.

Management reserves the right to change this position description at any time according to business needs.