Treasury Management Team Lead — Client Onboarding

Farmers-and-Merchants-Bank-of-Long-Beac

Seal Beach (CA)

On-site

USD 43,000 - 70,000

Full time

14 days+
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Farmers and Merchants Bank of Long Beach is seeking a Treasury Management Services Supervisor in Seal Beach, CA. The role leads the implementation, support, and delivery of treasury management products for small business and commercial clients.

You will oversee daily operations, coach a team, and ensure exceptional client service and regulatory compliance. The ideal candidate brings strong TM product knowledge, leadership experience, and a proven ability to drive onboarding and successful client

Qualifications

  • Bachelor's degree in Finance, Business Administration, Accounting, or related field.
  • Minimum of five (5) years of Treasury Management implementation, client onboarding, and support in a financial institution.
  • Prior leadership or supervisory experience with demonstrated success in coaching, developing, and managing team performance.
  • Strong knowledge of Treasury Management products, services, and operational processes, including online banking, ACH, wire transfers, remote deposit capture, positive pay, bill pay, and real-time payment solutions.

Responsibilities

  • Lead and develop a high-performing treasury management team.
  • Supervise direct reports with performance evaluations and coaching.
  • Monitor KPIs and SLA attainment to ensure operational effectiveness.
  • Lead meetings, training, and knowledge-sharing for employee development.
  • Coordinate onboarding and implementation for complex client relationships.
  • Ensure compliance with bank policies, procedures, and regulatory requirements.
  • Collaborate with Treasury Management Sales and Product Management for product readiness.
  • Support system upgrades and new product implementations.

Skills

Leadership
Coaching
Regulatory knowledge
Treasury Management products
Client onboarding
MS Office
Project coordination
Risk management

Education

Bachelor's degree in Finance/Business/Accounting
5+ years Treasury Management experience
Leadership experience
Industry certifications (AAP/CTP)

Tools

Q2/Centrix
FIS/Fiserv Bill Pay
Wausau/Deluxe Mobile Check Deposit

Job description

Farmers and Merchants Bank of Long Beach is seeking a Treasury Management Services Supervisor in Seal Beach, CA. The role leads the implementation, support, and delivery of treasury management products for small business and commercial clients.

You will oversee daily operations, coach a team, and ensure exceptional client service and regulatory compliance. The ideal candidate brings strong TM product knowledge, leadership experience, and a proven ability to drive onboarding and successful client

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Treasury Management Supervisor: Client Onboarding
Treasury Management Supervisor: Client Onboarding

Farmers & Merchants Bank of Long Beach • Seal Beach (CA)

On-site
USD 4,339,000 - 6,957,000
Treasury Management Services Lead
Treasury Management Services Lead

FMB • Seal Beach (CA)

On-site
USD 43,000 - 70,000
Treasury Management Services Supervisor
Treasury Management Services Supervisor

Farmers-and-Merchants-Bank-of-Long-Beac • Seal Beach (CA)

On-site
USD 43,000 - 70,000
Treasury Management Services Supervisor
Treasury Management Services Supervisor

FMB • Seal Beach (CA)

On-site
USD 43,000 - 70,000
Treasury Management Operations Lead
Treasury Management Operations Lead

Pacific Western Bank • Gardena (CA)

On-site
USD 75,000 - 95,000
401k plan with company match
Comprehensive health insurance
Paid time away
+1
Treasury Services Implementation Lead
Treasury Services Implementation Lead

California Bank of Commerce • Cerritos (CA)

On-site
USD 101,722,000 - 116,049,000
Treasury Management Sales Lead: Lead & Elevate Teams
Treasury Management Sales Lead: Lead & Elevate Teams

Citizens Business Bank • Ontario (CA)

On-site
USD 90,000 - 130,000
Treasury Management Operations & Implementations Lead
Treasury Management Operations & Implementations Lead

Busey-Bank-2 • Champaign (IL)

On-site
USD 73,000 - 95,000
401(k) match
Profit sharing
Employee stock purchase plan
+2
Treasury Management Services Supervisor
Treasury Management Services Supervisor

Farmers & Merchants Bank of Long Beach • Seal Beach (CA)

On-site
USD 4,339,000 - 6,957,000
Director, Digital Banking & Treasury Transformation
Director, Digital Banking & Treasury Transformation

Farmers & Merchants Bank of Long Beach • Seal Beach (CA)

On-site
USD 129,000 - 241,000