Jobs
>
Portland

    AVP, Treasury Management Support Supervisor - Portland, United States - Beneficial State Bank

    Default job background
    Description
    AVP, Treasury Management Support Supervisor

    Oakland, Oakland, California, United States of America East Los Angeles, Los Angeles, California, United States of America PAE, Portland, Oregon, United States of America
    Job Description

    Posted Thursday, April 4, 2024 at 7:00 AM
    Our ideal candidate
    :
    We are seeking candidates deeply committed to our mission:
    to transform the banking industry from within. We lead by example, collaborate with and invest in change-makers and build sustainable prosperity in our communities.

    Who we are :

    Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet.

    That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability.

    We demonstrate how a bank can combine social equity, environmental sustainability, and business stability to create a better financial system – a system that drives inclusive prosperity to benefit people and the planet.

    #BCorp #WeAreBCorps


    Join our team:


    If you are ready to do challenging and transformative work that will build a brighter future for us all, and you are hungry to bring your passion and energy to the table, we welcome your application.

    The Treasury Management (TM) Support Supervisor will manage a team of Treasury Management Support Associates and Specialists who are responsible for aiding in the customer service function of our Treasury Management customers.

    This is a working manager position.

    TM Support Supervisor provides a full range of professional, technical, product, and general support via email, telephone and in-person interactions to our corporate, small business and personal online banking clients and bank personnel team.

    They are also responsible for safeguarding the bank by understanding and administering risk assessments and form compliance to reduce reputational and audit deficiencies.

    Treasury Management Support Supervisor will gather high and low-level client feedback for future system enhancements and sales competitiveness. They play an active role in the efficiency of the department.

    Works closely with Client Treasury Managers to support their sales efforts as it culminates in implementation and ongoing servicing.

    ESSENTIAL DUTIES


    Maintains strong knowledge and understanding of treasury management-related products, services, and principles including ACH, EFT, Check & ACH Positive Pay, RDC ,Wire transfers and other TM products.

    Maintains and meets compliance and audit objectives relating to the management and support of treasury clients.

    Coaches and supports Treasury Management team and oversees their day-to-day work, providing clear and consistent expectations to ensure work is completed accurately and efficiently.

    Identifies training opportunities to support the team's ongoing growth and development.

    Ensures that treasury support team is adequately trained in treasury products, services, and support to ensure high service levels with internal and external clients.

    Monitors workloads in the department to ensure appropriate distribution and maintains staffing at levels to support treasury client needs.
    Handles escalated customer service issues to a satisfactory conclusion. This may include resolution with various areas such as operations, product management/development, lenders and the customer.
    Monitors the follow-up and resolution of problems to ensure timely response and customer satisfaction of the treasury support team.

    Accountable to identify risk issues associated with Treasury Management products and recommend appropriate risk management strategies to protect the best interests of the bank.

    Accountable for attaining team key performance measurements as well as the tracking of communication of customer service activities.
    Uses administrative databases and technology tools to track customer service results.
    Communicate policies and procedures to team members.

    Increase the effectiveness of individual Treasury Management Support associates & specialists by providing counseling and advice on complex customer issues, available technology tools, and complex customer implementations and training.

    Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities.

    This includes successfully taking all online compliance training as assigned within specified due dates.
    Organizes team building exercises and activities.
    Coordinate and approve scheduled time off requests
    Performs other duties as assigned.

    MINIMUM REQUIREMENTS
    Basic Qualifications
    Bachelor's degree, four years of college or equivalent
    Five to seven years of banking experience
    4 to 5 years of experience in cash management or treasury management fulfillment
    Five years or more supervisory experience.
    Must possess positive and professional customer service and sales skills
    Strong computer skills, specifically in Microsoft Windows environment
    Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
    Good organizational and time management skills
    Ability to work with general supervision while performing duties
    Preferred Skills/Experience
    Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
    Automated Clearing House (ACH) experience is highly recommended
    Thorough knowledge of all Business, Commercial Deposit products & Treasury products and services
    Proven customer service and interpersonal skills
    Effective selling, cross-selling and referral skills
    Strong mathematical, problem-solving, and negotiation skills
    Exercise accuracy, alertness, good judgment, initiative, courtesy, tact and patience in dealing with customers, both internal and external, as well as vendors/suppliers used by the Bank
    Ability to analyze customer credit data and other related financial information
    Strong interpersonal and relationship building skills
    Previous experience in a financial sales representative-oriented role
    Current Driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities


    BENEFITS:
    What is the benefit package for this role?

    Beneficial State Bank's benefits include a comprehensive package designed to support you and your eligible dependents. We focus on the holistic health of our team members and promote work-life balance.
    Medical / Dental / Vision / Basic Life / STD / LTD

    Vacation Days:
    2-4 weeks depending on role

    Sick Days:
    12 days per year

    Holidays:
    11 days per year

    Education and Adoption Assistance
    Bank-Wide Annual Discretionary Bonus Program
    Production-based incentive program available for some roles.

    Paid Volunteer Time:
    4 days per year / annual match of qualifying employee donations
    Paid Sabbatical Program after 5 years of service
    You are welcome here at Beneficial State Bank.

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, national origin, gender identity, disability or veteran status.

    Oakland, Oakland, California, United States of America,
    East Los Angeles, Los Angeles, California, United States of America,
    PAE, Portland, Oregon, United States of America

    #J-18808-Ljbffr


  • Mac's List Portland, United States

    The Warm Welcome Peer Supervisor is responsible for the day-to-day supervision and coordination of peer services staff and activities at The Living Room and Blackburn Center. Pre-Treatment is an innovative trauma-informed Community Healing Center that fosters holistic recovery fo ...

  • GAF Materials Corporation

    Machine Operator

    2 days ago


    GAF Materials Corporation New Columbia, United States

    Job Description: · Introduction · At GAF Commercial we cover more than buildings. We cover each other. No matter what role, tenure, or department, under this roof you are helping to build the market leader in commercial roofing. Under this roof, we are assembling a winning team t ...

  • Center for Autism and Related Disorders

    Clinical Supervisor

    1 week ago


    Center for Autism and Related Disorders Portland, United States

    ORGANIZATION · Pantogran, DBA CARD, is seeking highly motivated professionals to join our team. As a part of our growing organization under new ownership, you'll have the opportunity to contribute to our success and take advantage of new policies and benefits. We offer a dynamic ...


  • MaineHealth - Corporate Portland, United States

    Under the general direction of a Manager or Supervisor, the Administrative Specialist I performs a combination of administrative, project, and operational support work. The position is responsible for coordinating the daily activities of the assigned department and administrative ...


  • Preble Street Portland, United States

    The Outreach Team Leader supports Preble Street efforts to end hunger and homelessness in Maine by ensuring the provision of high-quality services in alignment with the agency mission through providing direction to Homeless Voices for Justice (HVJ) and Maine Hunger Initiative (MH ...


  • Spurwink Services Portland, United States

    Spurwink is seeking a Family Support Partner to join our Children's Behavioral Health Home (BHH) team based out of our Lewiston office. This position will support families living across the Greater Lewiston area who have children with behavioral health needs. In this important ro ...


  • Lucas Tree Experts Portland, United States

    **Lucas Tree Experts**, a leader in the tree care industry, is looking for a **Fleet and Logistics Coordinator **to join our team in Portland ME. · **The Fleet and Logistics Coordinator** is responsible for supporting our fleet of on and off road vehicles and equipment as well as ...


  • University of New England Portland, United States

    **About The University of New England** · UNE is Maine's largest private university, with two beautiful coastal campuses in Maine, a one-of-a-kind study-abroad campus in Tangier, Morocco, and an array of flexible online offerings. In an uncommonly welcoming and supportive communi ...


  • University of New England Portland, United States

    The Human Resources (HR) and Title IX and Civil Rights Compliance teams at the University of New England provide a variety of support systems and development opportunities aimed at retaining a talented workforce and fostering a productive environment. We are a cohesive team, all ...


  • University of New England Portland, United States

    The Student Account Specialist provides administrative support to the student financial services team as well as assisting students and their families to understand their semester bill, payment options and the like. · - **About The University of New England** · UNE is Maine's lar ...

  • HP Hood

    EHS Specialist

    5 days ago


    HP Hood Portland, United States

    Are you a self-driven person looking to advance your career as a high-impact player on a team? If so, we have an exciting challenge for you and your future · At HP Hood LLC, we celebrate our differences. Our diversity of people, backgrounds, experiences, thoughts and perspectives ...


  • Nichols Portland, LLC Portland, United States

    **Position Summary**: · This position is responsible for reviewing customer demand daily and creating, updating, and closing corresponding job orders in the ERP system. Also responsible for the daily creation and maintenance of production schedules to ensure on-time delivery to o ...


  • Penske Truck Leasing Portland, United States Full time

    Position Summary: · Ready to move your career forward? As a Body Shop Technician with Penske, you'll perform diagnostic procedures and truck and trailer collision repairs, and with supervision some major suspension, electrical, painting and welding repairs too. All while enjoying ...


  • Covetrus Portland, United States

    SUMMARY · ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. _Other duties may be assigned._ · - Ensure new hires feel welcomed, supported, and have clear expectations in their learning plans. · - Within the guidelines of pharmacy regulations and with pharmacist oversit ...

  • Pot + Pan

    Chocolate Sous

    3 days ago


    Pot + Pan Portland, United States

    **About Pot + Pan** · Pot + Pan is the leader in edibles; we are a multi-faceted business featuring the manufacturing of in-house and private label cannabis brands. We have been Portland's premier cannabis edible manufacturer since 2015. · **About the Role** · - The Chocolate Sou ...


  • Leaf Home Portland, United States

    At Leaf Home, we are powered by people on a single mission to make homeownership easy. We've crafted a team of the very best to ensure we make a difference by winning every day. In addition to serving our customers, Leaf Home strives to build a welcoming and inclusive workplace. ...


  • Insight Global Vancouver, United States

    A client is looking for a Client Support Supervisor to join their organization. This company is looking to deliver a best-in-class customer service support model. In this role you will be responsible for overseeing a team of 10-15 customer support representatives and a team lead. ...


  • KLA Hillsboro, United States Full time

    Base Pay Range: $88, $150,300.00 Annually · Primary Location: USA-OR-Hillsboro-Beaverton-KLA · KLA's total rewards package for employees may also include participation in performance incentive programs and eligibility for additional benefits identified below. Interns are eligible ...


  • Radiant Ventures McKenna, United States

    For over four decades, we at METZ CONNECT have stood as a family-owned company for precision, reliability, and ingenuity in the field of electrical connection technology. · With over 950 employees at locations in Europe, Asia, and North America, we develop, produce, and distribut ...


  • Kaiser Clackamas, United States

    Job Summary: · The Charge Nurse, under the direct and indirect supervision of the Nursing Unit Coordinator, Assistant Coordinator and/or Hospital Supervisor facilitates and assists with all levels of nursing care being provided to a group of patients within one nursing unit duri ...