Business Deposit Services Leadership & Team Development
- Provide day-to-day leadership for Business Deposit Services, including prioritizing workflow, managing coverage, and ensuring quality control to deliver consistent, accurate, and timely member support.
- Coach, train, and develop the Business Deposit Services Representative, including onboarding, ongoing skills development, performance management, and reinforcement of service and compliance expectations.
- Foster a high-performance team culture focused on accountability, service excellence, and continuous improvement.
Escalation Management & Member Service Delivery
- Serve as the primary escalation point for complex treasury management and business deposit-related issues, ensuring timely resolution and clear communication with members and internal stakeholders.
- Coordinate issue resolution across Operations, Commercial, IT, and other internal partners to ensure efficient service recovery and minimal member impact.
- Oversee member-facing support activities related to business deposit and treasury services, ensuring a high level of responsiveness, professionalism, and service quality.
- Proactively identify opportunities to improve the business member experience through service enhancements and proactive outreach strategies.
- Support resolution of high-risk or high-value member issues to preserve relationships and ensure retention.
Operational Controls, Compliance & Process Improvement
- Oversee operational controls for business deposit and treasury activities, ensuring all documentation, approvals, and workflows comply with internal policies, procedures, and regulatory requirements.
- Monitor service quality metrics, operational trends, exception reports, and error patterns to identify root causes and reduce operational risk.
- Lead and implement process improvement initiatives that enhance efficiency, reduce turnaround times, and improve the overall member experience.
- Partner with leadership and internal stakeholders to support treasury product adoption, communication strategies, and change management efforts for new tools, services, and procedures.
- Develop and maintain standard operating procedures (SOPs), job aids, and training materials for business deposit and treasury processes.
Reporting, Risk & Other Duties
- Develop and maintain reporting on key performance indicators (KPIs) such as turnaround times, error rates, service levels, and member satisfaction metrics.
- Provide regular updates to leadership on team performance, operational risks, and service trends.
- Support internal and external audits by providing documentation, responding to findings, and implementing corrective actions as needed.
- Assist in identifying and mitigating operational and compliance risks within business deposit and treasury workflows.
- Perform other duties as assigned, ensuring accountability and alignment with organizational objectives.