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Treasury Onboarding Manager

Company: WaFd Bank
Location: Boise
Posted on: January 13, 2022

Job Description:

The Treasury Onboarding Manager is responsible for developing and evolving the Treasury Onboarding team. In addition, this position supports the Treasury Servicing Department and Commercial Deposit Coordinators with the technical implementation of Treasury Services. With the key functions listed below, the position will be expected to uphold the value that WaFd Bank places on simply being nice when servicing our co-workers and clients.KEY FUNCTIONS:This position assists and support for the department as follows:Day to Day Operations

  • Ensure all client Onboardings are being scheduled in a timely manner
  • Monitor client onboardings to ensure defined Service Levels are maintained
  • Continue to improve and update internal deposit account opening and implementation procedures
  • Ensure high level client satisfaction with the delivery services
  • Seek resolution for operational issues to customer's complete satisfaction and escalate systematic issues as encountered
  • Provide Treasury Services training to department
  • Maintain and monitor SharePoint site for accurate reporting
    • Evaluate and Coach direct reports
    • Recruit and train qualified staff
    • Work with leadership team to continually evaluate staffing model to ensure adequately able to support all requests
    • Assign goals and objectives to staff
      Report Administration
      • Report department KPI's to leadership monthlyCompliance and Audit Oversight
        • Closely adhere to the Bank's Information Security policies and procedures
        • Perform tasks that affect the Bank's compliance with federal and/or state regulations
        • Actively engage in developing required knowledge of all compliance and audit requirements that align with operational tasks in department
        • Participate in the required audits and risk assessments that occur annual on different processes within the departmentProject Development
          • Collaborate with Manager to create efficiencies in processes effecting department
            Partner to support future growthRequirements:
            • Minimum of 6 years banking/accounting/finance experience preferably in a Commercial Banking environment
            • Strong PC skills, proficient in Microsoft Word and Excel
            • Excellent relationship building and communication skills
            • Strong problem-solving skills
            • Exceptional organizational and time management skills
            • Ability to listen and demonstrate

Keywords: WaFd Bank, Boise , Treasury Onboarding Manager, Executive , Boise, Idaho

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