Treasury & Client Services Supervisor

Treasury & Client Services SupervisorOur 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. 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. 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.About Us: We practice Beneficial Banking™ by investing in social and environmental impact, prioritizing transparency, and expanding access to equitable financial products, all in pursuit of a banking system that is regenerative for the planet and equitable for all. We bring that same commitment to our people by cultivating a vibrant, inclusive, and purpose-driven culture where employees are empowered to grow, contribute, and thrive. Together, we strive to make a meaningful difference in the communities where we live and work, creating positive impact through partnership, service, and shared success.Position Overview: The Treasury & Client Services Supervisor leads the delivery and performance of the Bank's treasury management services to support client satisfaction, operational efficiency, and revenue growth. This role is responsible for managing treasury management operations, product implementation, deposits, and ongoing client support in alignment with business objectives.The position provides leadership to treasury management staff and partners closely with relationship management, lending, branch operations, and operations teams to ensure effective coordination across treasury management sales, onboarding, and service delivery. The Manager supports product adoption, consistent execution, and a high-quality client experience.The Treasury & Client Services Supervisor is accountable for operational performance, service quality, and risk management within the treasury management function. This includes monitoring key performance indicators, identifying improvement opportunities, and ensuring compliance with regulatory requirements, internal controls, and audit standards. The role serves as a liaison with senior management regarding treasury management strategy, implementation effectiveness, deposit growth, and ongoing product support.Essential Duties: Supervisory & Operational ManagementSupervise and direct Treasury & Client Services Associates to ensure consistent service delivery and adherence to established processes and procedures.Manage daily treasury management operations, including product implementation, onboarding, deposits, and ongoing product support.Oversee the execution of treasury management and deposit products, including implementation activities, revenue-related functions, and risk mitigation processes.Manage implementation of treasury management products and services for new clients and for existing clients with complex or comprehensive needs.Ensure accurate collection of treasury management and deposit-related fees.Support the development, documentation, and implementation of treasury management products, policies, and procedures; ensure staff adherence to all requirements.Identify operational, process, or product enhancement opportunities and communicate recommendations to the VP/Treasury Services & Business Banking Director.Establish team goals aligned with Bank strategy and monitor performance against established objectives.Coordinate with internal departments to support treasury management initiatives, cross-functional projects, and operational improvements.Sales Support & Client Relationship ManagementSupervise Treasury & Client Services Associates in supporting Treasury Management Advisors with onboarding, documentation, new accounts, and electronic banking activities.Partner with the Treasury Services & Business Banking Director, Relationship Managers, and Bankers to assess client and prospect needs related to payments, deposits, online banking, and fraud prevention.Participate in independent and joint client and prospect calls to support sales efforts, identify opportunities, and strengthen client relationships.Support achievement of treasury management sales targets through client needs assessment, solution recommendations, and ongoing relationship support.Review client account structures, product usage, and cost considerations and provide recommendations aligned with client requirements.Conduct proactive reviews of existing and prospective client relationships to ensure appropriate product utilization and client satisfaction.Serve as an internal subject matter resource on treasury management products, pricing structures, and operational considerations.Act as a liaison between clients and internal teams to resolve issues and ensure continuity of treasury management service delivery.Provide input into product-focused outreach or marketing initiatives as requested.Compliance & Risk ManagementEnsure all treasury management activities comply with applicable regulatory requirements, internal policies, risk management standards, and audit expectations.Ensure treasury management implementation and operational processes are executed in accordance with established risk controls and regulatory guidelines.Support monitoring of operational and risk indicators and escalate issues in accordance with established procedures.Complete all assigned compliance training and regulatory requirements within established timeframes.Role Competencies/Skills: Attention to Detail Collaboration & Communication Diversity & Inclusion Execution & Ownership Time Management Change Management Conflict Resolution - Operations Management Talent & Performance Management Treasury Services System & Software Administration Customer Service Dealing with Ambiguity Critical ThinkingWorking Environment & Physical Demands: This position is based in a non-confined office setting where the employee is free to move about as needed. This role is performed in a typical office environment. For hybrid and remote positions, work may also be performed away from BSB worksites, depending on business needs. Employees working remotely are required to maintain a dependable, high-speed internet connection and a work environment conducive to frequent phone and video calls, where private, confidential, or proprietary information cannot be seen, overheard, or otherwise accessed by unauthorized individuals.This position requires writing, typing, speaking, listening, lifting up to 10 pounds, driving (personal, company, or rental vehicle on occasion), carrying, sitting, pulling, walking, standing, squatting, kneeling, reaching, and using close, color, and peripheral vision, depth perception, and the ability to adjust focus.This position may require the ability to operate any or all the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.This position requires the ability to read and interpret documents, perform detailed work, solve problems, interact with customers, apply reasoning and mathematical skills, communicate effectively both verbally and in writing, deliver presentations, analyze information, manage multiple concurrent tasks, adapt to changing priorities, and work effectively in a fast-paced environment with frequent interruptions.Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.Position Requirements: Minimum QualificationsBachelor's degree or equivalent combination of education and relevant work experience.Five (5) years of experience in treasury management products and advisory sales within a financial services environment.Five (5) years of experience working in treasury management operations, service, and/or product implementation functions.Five (5) years of direct people management or supervisory experience.Experience supervising or leading a treasury management, cash services, or similar operational team.Experience supporting treasury management products and services, including payments, deposits, online banking, and fraud prevention.Experience analyzing client account structures, product usage, and cost or fee components.Experience preparing and reviewing client proposals or product presentations.Ability to communicate verbally and in writing with clients, internal partners, and management.Ability to manage multiple operational and supervisory responsibilities and meet established deadlines.Working knowledge of Microsoft Office applications, including Outlook, Excel, and PowerPoint, and use of internet-based business tools.Preferred QualificationsExperience managing treasury management product implementation for complex or multi-service commercial clients.Experience partnering with relationship management, lending, operations, compliance, and risk teams.Knowledge of treasury management pricing structures, revenue models, and fee administration.Experience supporting treasury management sales initiatives and revenue growth strategies.Experience monitoring operational performance metrics, service quality indicators, or risk controls.Knowledge of banking industry market dynamics and competitive treasury management practices.Experience participating in product development, process improvement, or cross-functional initiatives.Experience supporting regulatory compliance and audit activities related to treasury management services.Compensation: The posted pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role but may include ranges from the different geographies where this position may be based.