Treasury Operations Senior Manager

Position: Treasury Operations Senior Manager at Central 1
Join Central 1 as a Treasury Operations Senior Manager, focusing on client onboarding and data reporting in a hybrid work setting. Be the driving force of growth through seamless client experiences.

As a Senior Manager, you will guide the client onboarding process for Treasury Client Sales and New Business.

Your role will include coordinating documentation, managing Salesforce data integrity, and translating client needs into actionable business insights. This is an opportunity to harness your skills to improve onboarding processes.

Key Responsibilities:

• Lead client onboarding and documentation management

• Create new reports and dashboards for team insights

• Maintain Salesforce as the single source of client data

• Manage professional client communications and lists

• Monitor operational activities and execution for the team

Requirements:

• At least 10 years in operations, client onboarding, or financial services

• Proficient in Salesforce and reporting tools

• Strong organizational and problem-solving skills

• Exceptional written communication abilities

• Degree in Business or related discipline

Contribute to the success of Central 1’s Treasury Client Sales with impactful onboarding strategies.
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