Senior Operations Partner - Treasury Management
Who We Are
Thread Bank is a digital-first financial technology community bank that aims to enhance customer engagement through innovative solutions. Thread Bank offers a modern website, a CRM system, and a mobile app to simplify banking for businesses and individuals. Our embedded banking solution helps business technology platforms provide secure banking experiences. We also partner with other banks, credit unions, and FinTechs to integrate compliant financial solutions. Thread Bank values innovation, collaboration, and flexibility, offering excellent benefits and a family-friendly culture.
What We Are Looking For
We are looking for people who thrive in a fast-paced, growth environment while remaining within regulatory boundaries. Thread Bank provides a unique opportunity to be a part of a high growth, cutting edge, fintech startup within the stable and profitable banking industry. This is an excellent opportunity for a professional looking to advance their career as the company grows. We are looking for someone to drive sales support, onboarding, and servicing Thread Bank’s direct customers including direct local business customers, larger corporate clients, and embedded firms that require commercial banking solutions. This role will evaluate competitive offerings to identify gaps and recommend enhancements that will strengthen the bank’s treasury management and embedded portfolio. This position works closely with relationship managers, technology teams, and operations to ensure an efficient and seamless customer experience while optimizing treasury management products and services.
What you'll do
• Collaborate with the Banking and Embedded Teams to support sales efforts, including product presentations, proposal development, and pricing recommendations.
• Orchestrate efforts bank wide to analyze customer needs, market trends, and competitive offerings to identify gaps in the treasury management product suite and recommend enhancements or new solutions.
• Work closely with existing clients during support calls to understand their cash flow needs and provide consultative solutions.
• Support product managers in identifying enhancements and gaps in the bank’s treasury offerings and client facing educational material.
• Lead the onboarding process for treasury management customers, ensuring efficient implementation of services such as ACH, wires, remote deposit capture (RDC), RTP, positive pay, and merchant services.
• Guide clients through account setup, system integration, and user training to ensure a seamless experience.
• Coordinate with internal teams (operations, retail, risk, compliance, and technology) to ensure smooth execution of client implementations.
• Oversee and manage the operational aspects of offboarding/ winddown process of Embedded clients as they transition away from Thread Bank services.
• Serve as a key point of escalation for Operations and Customer Support for treasury management customers, troubleshooting issues and providing resolutions related to system access, transactions, and service enhancements.
• Assist in maintaining up-to-date policies and procedures for treasury services.
• Work as a change management agent for Operations staff to facilitate and prioritize organizational initiatives that impact Operations
• Leverage bank’s technology and workflow tools to create automations that streamline onboarding, issue resolution, and other operational workflows.
• Act as a liaison between embedded clients, third party technology providers and the bank’s product/technology teams to ensure seamless integration to various digital banking solutions.
• Stay current with emerging trends in payments, treasury management, and embedded to enhance the bank’s treasury offerings.
• Provide insights from client interactions to the product team, ensuring that treasury services evolve to meet the needs of businesses, corporate clients, and embedded partners, including embedded banking solutions.
Requirements
Qualifications
• Bachelor’s Degree in Business, Economics, finance, or business related field preferred
• 3-5 years of experience in Treasury Management, Commercial Banking or related financial services industry preferred.
• Strong understanding of treasury products such as ACH, wires, lockbox, RDC, and fraud prevention services.
• Experience working with embedded clients and API-driven banking solutions is a plus.
• Knowledge of regulatory requirements related to treasury management services.
• Exceptional customer service, communication, and problem-solving skills.
• Proficiency in treasury management systems, online banking platforms, and CRM tools.
• Ability to work cross-functionally with sales, operations, compliance, and technology teams.
Employee must be able to perform essential functions of the position and, if requested, Thread Bank will make reasonable accommodations to enable employees with disabilities to perform the essential functions of their job, absent undue hardship, in accordance with the ADA.
Thread Bank is an Equal Opportunity Employer. Thread Bank does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
By submitting your application, you give Thread Bank permission to email, call, or text you using the contact details provided. We will only contact you with job-related information.
Apply tot his job
Apply To this Job
Thread Bank is a digital-first financial technology community bank that aims to enhance customer engagement through innovative solutions. Thread Bank offers a modern website, a CRM system, and a mobile app to simplify banking for businesses and individuals. Our embedded banking solution helps business technology platforms provide secure banking experiences. We also partner with other banks, credit unions, and FinTechs to integrate compliant financial solutions. Thread Bank values innovation, collaboration, and flexibility, offering excellent benefits and a family-friendly culture.
What We Are Looking For
We are looking for people who thrive in a fast-paced, growth environment while remaining within regulatory boundaries. Thread Bank provides a unique opportunity to be a part of a high growth, cutting edge, fintech startup within the stable and profitable banking industry. This is an excellent opportunity for a professional looking to advance their career as the company grows. We are looking for someone to drive sales support, onboarding, and servicing Thread Bank’s direct customers including direct local business customers, larger corporate clients, and embedded firms that require commercial banking solutions. This role will evaluate competitive offerings to identify gaps and recommend enhancements that will strengthen the bank’s treasury management and embedded portfolio. This position works closely with relationship managers, technology teams, and operations to ensure an efficient and seamless customer experience while optimizing treasury management products and services.
What you'll do
• Collaborate with the Banking and Embedded Teams to support sales efforts, including product presentations, proposal development, and pricing recommendations.
• Orchestrate efforts bank wide to analyze customer needs, market trends, and competitive offerings to identify gaps in the treasury management product suite and recommend enhancements or new solutions.
• Work closely with existing clients during support calls to understand their cash flow needs and provide consultative solutions.
• Support product managers in identifying enhancements and gaps in the bank’s treasury offerings and client facing educational material.
• Lead the onboarding process for treasury management customers, ensuring efficient implementation of services such as ACH, wires, remote deposit capture (RDC), RTP, positive pay, and merchant services.
• Guide clients through account setup, system integration, and user training to ensure a seamless experience.
• Coordinate with internal teams (operations, retail, risk, compliance, and technology) to ensure smooth execution of client implementations.
• Oversee and manage the operational aspects of offboarding/ winddown process of Embedded clients as they transition away from Thread Bank services.
• Serve as a key point of escalation for Operations and Customer Support for treasury management customers, troubleshooting issues and providing resolutions related to system access, transactions, and service enhancements.
• Assist in maintaining up-to-date policies and procedures for treasury services.
• Work as a change management agent for Operations staff to facilitate and prioritize organizational initiatives that impact Operations
• Leverage bank’s technology and workflow tools to create automations that streamline onboarding, issue resolution, and other operational workflows.
• Act as a liaison between embedded clients, third party technology providers and the bank’s product/technology teams to ensure seamless integration to various digital banking solutions.
• Stay current with emerging trends in payments, treasury management, and embedded to enhance the bank’s treasury offerings.
• Provide insights from client interactions to the product team, ensuring that treasury services evolve to meet the needs of businesses, corporate clients, and embedded partners, including embedded banking solutions.
Requirements
Qualifications
• Bachelor’s Degree in Business, Economics, finance, or business related field preferred
• 3-5 years of experience in Treasury Management, Commercial Banking or related financial services industry preferred.
• Strong understanding of treasury products such as ACH, wires, lockbox, RDC, and fraud prevention services.
• Experience working with embedded clients and API-driven banking solutions is a plus.
• Knowledge of regulatory requirements related to treasury management services.
• Exceptional customer service, communication, and problem-solving skills.
• Proficiency in treasury management systems, online banking platforms, and CRM tools.
• Ability to work cross-functionally with sales, operations, compliance, and technology teams.
Employee must be able to perform essential functions of the position and, if requested, Thread Bank will make reasonable accommodations to enable employees with disabilities to perform the essential functions of their job, absent undue hardship, in accordance with the ADA.
Thread Bank is an Equal Opportunity Employer. Thread Bank does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
By submitting your application, you give Thread Bank permission to email, call, or text you using the contact details provided. We will only contact you with job-related information.
Apply tot his job
Apply To this Job