GENERAL SUMMARY

The Treasury Management Client Training Team Lead has a crucial role in managing client training for the use of the Business Online Banking platform. This is an experienced level Treasury Management position responsible for providing day-to-day direction for the Treasury Management Training team members. A results driven mindset is important as this role is also responsible for ensuring the delivery of superior client service and training along with the quality and on time delivery of client training. Interface with branch staff (i.e. Branch Managers, Relationship Managers, Tellers), Lenders, Loan and Deposit Operations, Accounting, TMS Officers, etc. Ability to apply problem-solving skills to guide and assist team members is critical. Comfortable operating in a dynamic and rapidly evolving organization.

DIRECT REPORTS

Incumbent has direct reports.

ESSENTIAL FUNCTIONS
• Responsible for the oversight of the Client Training team.
• Oversee the day-to-day operations of the Treasury Management Client Training team, which involves providing training to clients for Treasury Management services.
• Solid knowledge of the various Treasury Management products and services including but not limited to Business Online Banking, Account Reconciliation, Positive Pay, ACH, Tax Payments, Wire Transfers, Cash Vault, Lockbox, and Remote Deposit Capture.
• Monitor Service Level Agreements to ensure SLAs are met for client satisfaction.
• Provide guidance and direction to staff, including goal setting, training and development.
• Responsible for the Client Training team and the assignment to ensure the workload is balanced and that SLAs are met.
• Responsible for ensuring clients are trained and client outreach to ensure satisfaction.
• Serve as a Subject Matter Expert ("SME") for the department manager in other functions.
• Coordinate, monitor, review, and coach client training sessions for TM Services RDC, Wires, ACH Origination, Posiitive Pay, etc.
• Ensure processes meet regulatory and risk management requirements.
• Maintain logs, volume activity charts, records and provide management with (daily, weekly, and monthly) requested statistical data.
• Serve as backup to other Department Team Leads.
• Assist in staff hiring, coaching and counseling.
• Mentor and train new and existing Treasury Management Client Training team members.
• This role is a working Team Lead, which may require the Team Lead to support high profile clients.
• Develop written procedures and guides for the Client Training team.
• Demonstrate the ability to work independently while managing deadlines. Act independently with infrequent supervision and escalate, as necessary.

QUALIFICATIONS

Education:
• Bachelor's degree (preferred)

Experience:
• Minimum of 3-5 years AVP, 5-7 years VP of Treasury Management Client Training or related experience within Treasury Management or training & development.
• Experience with banking products and services with an emphasis on Treasury Management products and services.
• Knowledge of Treasury and Financial Operations is a plus.
• Management experience required.

Skills/Ability:
• Proven professional verbal, written, and presentation skills required. The ability to work in a team environment; fostering collaborative environment with all business partners is needed.
Strong project management, organizational, analytical and problem-solving skills.
• Ability to work under pressure.
• Great attention to detail.
• Excellent customer service skills a must.
• Ability to communicate effectively and tactfully with all levels of team members.
• Ability to coach, mentor and train others.
• English proficiency, bilingual Mandarin and/or Cantonese a plus.

OTHER DETAILS

AVP: $91,300 - $96,200 / year

VP: $110,000 - $122,000 / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.

Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

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