Treasury Management Service and Implementation Manager

Treasury Management Professional

We are seeking an experienced Treasury Management professional to oversee and manage our Sales, Service and Support team located in Westerly, RI. The primary focus of this position is to support the sales, onboarding and service of our corporate clients. This role serves as a key liaison between sales, clients, and back-office operations, ensuring smooth implementation and ongoing management of treasury management services.

Strong leadership skills, deep product knowledge, and a client-first mindset to enhance the overall client experience are required.

Products Serviced:
Account Analysis; ACH;
Business On-Line Banking;
Positive Pay;
Lockbox;
Bill Pay;
Reich & Tang DDM;
Remote Deposit Capture (mobile and desktop);
Wire; ICS; CDARS, Cash Vault Services

This is a hybrid position requiring onsite work in Westerly, RI.

Key Responsibilities:

Client & Relationship Management

• Serve as the primary point of contact for escalation from her team members.
• Work closely with front-office sales relationship managers to onboard new clients and enhance existing relationships.
• Create and update middle office policies and procedures.
• Serve as a liaison between client, team, and product management.
• Educate team on cash management products, systems, and best practices.

Process Improvement

• Serve as the point person on all procedures and projects related to Cash Management Service and Implementation.
• Partner with internal teams (Operations, IT, Compliance, and Risk) to ensure seamless execution of cash management services.
• Monitor and optimize workflows to improve efficiency, reduce risk, and enhance the client experience.

Risk & Compliance Management

• Ensure adherence to regulatory requirements, internal policies, and best practices related to cash management operations.
• Collaborate with risk and compliance teams to identify, assess, and mitigate operational risks.
• Monitor and report key operational metrics, ensuring timely escalation of issues as needed.

Leadership & Team Development

• Manage and mentor a team of Service and Implementation professionals, fostering a culture of excellence and continuous improvement.
• Provide training and support to ensure the team is well-versed in cash management products and processes.
• Drive collaboration across all areas of cash management and other bank departments to enhance cross-functional efficiency and effectiveness.
• Strong analytical, problem-solving, and project management skills.
• Exceptional communication and leadership abilities.
• Be a team player for other colleagues and partners within the Bank.

Requirements/Qualifications

• BA degree preferred
• Prior experience with direct customer contact, problem solving, and customer resolution.
• 5+ years cash management experience and knowledge of Cash Management services.
• Demonstrated ability to cross-sell and onboard internal customer referrals
• Ability to make in-person, site visits to customer locations

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011! The Washington Trust Company, and each of its subsidiaries and affiliates are committed to providing equal employment opportunities to all employees and applicants as protected by state and/or federal law.