Treasury Management Implementation and Projects Manager at Community West Bank

Fresno, California, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Sep, 26

Salary

129000.0

Posted On

24 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Treasury Management, Cash Management, Client Onboarding, Project Management, Relationship Management, Banking Operations, Regulatory Compliance, Cybersecurity Practices, Team Leadership, Meeting Facilitation, Risk Management, Fraud Prevention, Service Level Agreements, Financial Analysis, Stakeholder Management, Implementation Management

Industry

Description

STATUS: Exempt, regular full-time DEPARTMENT: Cash Management LOCATION: Fresno, CA Job Summary and Scope of Responsibility: The Treasury Management Implementation & Projects Manager is responsible for leading the Implementation and Client Services Teams that are charged with the successful onboarding, implementation, and ongoing service delivery of Treasury Management Solutions and Specialty Banking for commercial and high net worth clients. This role ensures a seamless client experience by coordinating internal teams, managing complex implementations, and delivering high quality service to drive client satisfaction, retention, and revenue growth. Essential Duties & Responsibilities: With or without reasonable accommodation must be able to perform all essential job functions as described below. * Lead Treasury Implementation Projects: Manage end-to-end implementation of treasury management products (e.g., ACH, wire, online banking, positive pay, reporting tools) ensuring timely, accurate, and compliant delivery, training and support aligned with client expectations. * Provide excellent client relationship management while serving as the primary point of contact during implementation and ongoing service, building strong relationships with key client stakeholders and acting as a trusted advisor. * Ensures cross-functional coordination with Commercial Banking, Specialty Deposit Officers, Banking Centers, Deposit Operations, IT, Risk, and Compliance teams to ensure smooth execution of implementations and rapid resolution of issues. * Manage the successful opening of general and complex accounts while striving to achieve no new account opening errors * Oversight of service delivery and client support Oversee ongoing service support for treasury clients and specialty deposit clients, ensuring prompt issue resolution, service excellence, and adherence to service level agreements (SLAs). * Identify opportunities to streamline implementation and servicing workflows, improve efficiency, and enhance the overall client experience. * Ensure all implementations and servicing activities comply with regulatory requirements, internal policies, and risk controls, including fraud prevention and data security standards. * Lead, mentor, and develop implementation and service teams; set performance expectations, provide coaching, and foster a high-performing, client-centric culture. * Track, analyze, and report on key performance metrics (e.g., implementation cycle time, client satisfaction, error rates), using data to drive decisions and continuous improvement. Minimum Qualifications to Perform Essential Functions Knowledge, Skills and Abilities: * Bachelor’s degree in Business, Finance or Information Security or equivalent combination of education, training and experience. * 5 plus years of experience in treasury management, cash management, or commercial banking * Understanding of banking regulations, compliance requirements, and cybersecurity practices * Proven experience in client onboarding, implementation, or service management * Professional demeanor, communication and meeting facilitation skills * Strong leadership, project management, and organizational skills * Excellent communication and relationship management abilities * Knowledge of treasury products, payments systems, and banking operations * Familiarity with regulatory and compliance standards in financial services * Comprehensive knowledge of and ability to comply with banking regulations * Proficient at speaking, reading and writing English Travel/Physical Demands: * Ability to travel to client and business event locations (driving requires continuous possession of a valid driver’s license and the minimum level of auto insurance). Excellent benefits package for eligible employees and their families. Competitive salary BOE in the range of $91,000 - $129,000 Annually. Equal Employment Opportunity Employer/Veterans/Disabled.

Responsibilities

Lead the implementation and client services teams to ensure successful onboarding and ongoing delivery of treasury management solutions for commercial and high net worth clients. Coordinate cross-functional teams to streamline workflows, ensure regulatory compliance, and drive client satisfaction and revenue growth.