AVP/VP, Treasury Management Client Training - Team Lead

General Summary The Treasury Management Client Training Team Lead has a crucial role in managing client training for 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 day‑to‑day operations of the Treasury Management Client Training team, which involves providing training to clients for Treasury Management services. Solid knowledge of Treasury Management products and services including 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. Ensure the Client Training team’s workload is balanced and SLAs are met. Ensure clients are trained and client outreach is conducted 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, Positive 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. Work as a Team Lead, which may require supporting high‑profile clients. Develop written procedures and guides for the Client Training team. Demonstrate the ability to work independently while managing deadlines and escalating as necessary. Qualifications Education: Bachelor’s degree (preferred) Experience: Minimum of 3‑5 years as AVP, 5‑7 years as 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. The ability to work in a team environment and foster a collaborative environment with all business partners. Strong project management, organizational, analytical, and problem‑solving skills. Ability to work under pressure. Great attention to detail. Excellent customer service skills. 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 is 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. Benefits Cathay Bank offers full‑time employees a competitive benefits package that includes medical, dental, vision, life, long‑term disability insurance, flexible spending accounts (FSAs), health savings account (HSA) with company contributions, voluntary coverages, and 401(k). Personal Information Cathay Bank may collect personal information from potential candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our policies. Equal Opportunity Employer Cathay Bank is an Equal Opportunity and affirmative action employer. We welcome applications from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision‑making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Legal Information This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr Cathay Bank