Bachelor's degree in finance, business administration, or related field
5-7 years of experience in treasury management or related financial services
Experience in project execution, process improvement, or operational leadership
Demonstrated experience in leading cross-functional initiatives and managing projects
Proven ability to identify inefficiencies and implement practical solutions
Strong analytical, communication, and stakeholder management skills
Knowledge of Treasury Management products and client workflows preferred.
Responsibilities
Drive treasury management initiative delivery and execution across enterprise projects
Optimize treasury management processes for efficiency and scalability
Collaborate with cross-functional teams to advance initiatives from concept to implementation
Communicate progress and risks to treasury management leadership
Identify process improvement opportunities and develop innovative solutions
Establish standardized procedures for delivering treasury management services
Measure success through operational efficiency and project outcomes
Benefits
Base Pay PLUS Bonuses
Comprehensive medical, dental, and vision insurance
401k retirement plan
Health savings and flexible spending accounts
Generous vacation and sick leave policy
Paid holidays and parental leave
Tuition reimbursement and additional benefits
Full Job Description
Treasury Management Delivery and Optimization Manager
As part of this role, you will:
Initiative Delivery and Execution
Represent treasury management on enterprise and cross-functional initiatives, ensuring priorities, requirements, and impacts are incorporated into project planning and execution.
Orchestrate treasury management-specific initiatives, including process enhancements, operational improvements, and implementation of new capabilities that improve client experience and scalability.
Align stakeholders across treasury management, product, operations, and technology to advance initiative execution from concept to completion.
Communicate initiative progress, risks, and outcomes to treasury management leadership, enabling informed decision-making.
Ensure initiatives consider the end-to-end experience for clients and internal partners, including sales, product, onboarding, and servicing teams.
Optimization and Continuous Improvement
Identify opportunities to optimize treasury management processes, workflows, and service delivery, enhancing efficiency and scalability as the business grows.
Champion solutions to operational challenges by acting as a problem-solving resource for treasury management sales and product teams and coordinating the right partners to resolve issues.
Drive the design and implementation of practical solutions that reduce friction, improve consistency, and enhance operational effectiveness.
Align cross-functional stakeholders to implement improvements that simplify processes and reduce administrative burden.
Establish and maintain standardized processes, documentation, and best practices to support consistent, scalable delivery of treasury management services.
Monitor implemented improvements and refine solutions based on feedback, performance data, and evolving business needs.
Lead the conversion of continuous improvement opportunities into defined initiatives that are scoped, coordinated, and executed.
Cross-Functional Collaboration and Stakeholder Management
Build strong relationships across treasury management, operations, technology, product, and other internal teams to drive alignment and ensure successful delivery of initiatives.
Advise stakeholders on treasury management process and workflow improvements, providing guidance on prioritization and implementation strategies.
Influence decisions and outcomes through clear communication of initiative status, results, and process improvement impact.
Success Metrics
Deliver enterprise and treasury-led initiatives on time, aligned with business objectives, and achieving intended impact.
Improve operational efficiency through streamlined processes, automation, and reduction of manual work.
Enable treasury management sales and product teams by reducing administrative burden and resolving operational challenges quickly.
Implement process improvements that increase scalability, enabling Treasury Management to support growth without proportional increases in operational complexity.
Drive strong cross-functional collaboration, resulting in better coordination and more efficient delivery of treasury management services.
Identify and deliver meaningful quick win improvements that reduce friction and enhance operational effectiveness.
To be successful in this position, we require the following:
Bachelor's degree in finance, business administration, or related field
Minimum of 5-7 years of experience in treasury management, commercial banking, or financial services with increasing responsibility in project execution, process improvement, or operational leadership.
Some travel required.
The following would be a plus:
Demonstrated experience leading cross-functional initiatives and managing complex projects with multiple stakeholders.
Proven ability to identify inefficiencies, develop practical solutions, and implement process improvements that enhance scalability and operational effectiveness.
Experience with technology and automation solutions that improve workflow efficiency and client experience preferred.
Strong analytical and problem-solving skills, with the ability to translate business needs into actionable initiatives.
Exceptional communication, influence, and stakeholder management skills across multiple teams and levels of the organization.
Ability to act independently and make sound decisions in complex or ambiguous situations.
Detail-oriented, highly organized, and capable of managing multiple priorities simultaneously.
Demonstrated ability to foster collaboration, drive accountability, and achieve results in a fast-paced, dynamic environment.
Strong understanding of Treasury Management products, operations, and client workflows preferred.
