AVP, Treasury Management Implementation & Support

OVERVIEW

The Treasury Management Implementation & Support is a key member of the treasury management team, serving as a trusted resource for clients utilizing the Bank's treasury products and digital banking platforms. This role supports a wide range of client needs-from routine inquiries to complex issue resolution across ACH, wires, remote deposit capture, and online banking systems.

Working closely with Relationship Managers, Client Service teams, and internal partners, this position also supports client onboarding, service implementations, and ensures accuracy in documentation and processes. The ideal candidate is detail-oriented, solutions-driven, and committed to delivering seamless client experience.

ESSENTIAL DUTIES AND RESPONSIBILITES include the following.

• Serve as a primary point of contact for treasury management clients.
• Troubleshoot and resolve issues related to ACH, wire transfers, RDC, and digital banking platforms.
• Manage escalations and coordinate with internal teams for timely resolution.
• Maintain proactive, clear communication with clients.
• Support onboarding of treasury services and ensure a smooth client experience.
• Assist with system implementations and service enhancements.
• Provide client training on treasury management products and services.
• Ensure accuracy and completeness of client documentation and internal records.
• Partner with Treasury Management Officers, Relationship Managers and internal teams to support client needs and strengthen relationships.
• Assist with complex client cases and contribute to process improvements.
• Provide operational support to ensure consistent, high-quality service delivery.
• Ensure adherence to all applicable regulations and internal policies.
• Maintain working knowledge of ACH rules, UCC, Reg CC, and Reg E.
• Complete required compliance training and uphold risk management standards.
• Perform other duties as assigned to support bank operations.

SUPERVISORY RESPONSIBILITIES

This job does not have managerial responsibilities.

Requirements

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Bachelor's degree or equivalent experience in banking/financial services
• 3+ years of treasury management, digital banking, or commercial client service experience
• Working knowledge of ACH, wires, RDC, and online banking platforms
• Strong customer service and problem-solving skills
• Excellent organizational skills with attention to detail

OTHER QUALIFICATIONS

• Client-focused and solutions-oriented
• Strong understanding of treasury products and payment systems
• Clear and effective communicator
• Collaborative team player
• Detail-driven with a high level of accuracy

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job.

Reasonable accommodations may be made to enable Individuals with disabilities to perform the essential functions.


Travel: Travel to client offices, prospects, branches, and industry events.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus.

WORK ENVIRONMENT

While performing the duties of this Job, the employee is occasionally exposed to outside weather conditions. The noise level in the work environment is usually moderate.

EQUAL EMPLOYMENT OPPORTUNITY

Patriot Bank is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, medical condition, genetic information, marital status, veteran status, or any other protected status under federal, state, or local law.

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive list of activities, duties or responsibilities required of the incumbent. Incumbents may be asked to perform other duties as required.