{"id":1618637,"url":"https://alion.io/job/beneficial-state-bank-treasury-client-services-supervisor","title":"Treasury & Client Services Supervisor","company":{"id":1860880,"name":"Beneficial State Bank","domain":"beneficialstatebank.com","url":"https://alion.io/company/beneficialstatebank","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":{"grade":"A","score":100,"open_postings":3,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":30,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Oakland, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":78000,"max_usd":151000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1030},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-09-14T10:00:00Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-11-03T08:09:24Z","board_verified":true,"closed_at":null,"days_open":49,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":49},"description":"TITLE:\n\nJOB CODE:\nFLSA:\nExempt\nSALARY GRADE:\n8\nJOB FAMILY:\nCash Management\nUNION REPRESENTATION:\nNA\nDEPARTMENT:\nTreasury Operations\nSUPERVISORY ROLE Y/N:\nY\nSCHEDULE:\nLOCATION:\nMonday-Friday\nHybrid\nCATEGORY:\nREVISION DATE:\nFull-Time\n09/26\n\nABOUT US\nWe practice Beneficial Banking™ by investing in social and environmental impact, prioritizing transparency, and expanding access to equitable financial products, all in pursuit of a banking system that is regenerative for the planet and equitable for all. We bring that same commitment to our people by cultivating a vibrant, inclusive, and purpose-driven culture where employees are empowered to grow, contribute, and thrive. Together, we strive to make a meaningful difference in the communities where we live and work, creating positive impact through partnership, service, and shared success.\n\nPOSITION OVERVIEW\nThe Treasury & Client Services Supervisor leads the delivery and performance of the Bank’s treasury management services to support client satisfaction, operational efficiency, and revenue growth. This role is responsible for managing treasury management operations, product implementation, deposits, and ongoing client support in alignment with business objectives.\nThe position provides leadership to treasury management staff and partners closely with relationship management, lending, branch operations, and operations teams to ensure effective coordination across treasury management sales, onboarding, and service delivery. The Manager supports product adoption, consistent execution, and a high-quality client experience.\nThe Treasury & Client Services Supervisor is accountable for operational performance, service quality, and risk management within the treasury management function. This includes monitoring key performance indicators, identifying improvement opportunities, and ensuring compliance with regulatory requirements, internal controls, and audit standards. The role serves as a liaison with senior management regarding treasury management strategy, implementation effectiveness, deposit growth, and ongoing product support.\n\nESSENTIAL DUTIES\nSupervisory & Operational Management\nSupervise and direct Treasury & Client Services Associates to ensure consistent service delivery and adherence to established processes and procedures.\nManage daily treasury management operations, including product implementation, onboarding, deposits, and ongoing product support.\nOversee the execution of treasury management and deposit products, including implementation activities, revenue-related functions, and risk mitigation processes.\nManage implementation of treasury management products and services for new clients and for existing clients with complex or comprehensive needs.\nEnsure accurate collection of treasury management and deposit-related fees.\nSupport the development, documentation, and implementation of treasury management products, policies, and procedures; ensure staff adherence to all requirements.\nIdentify operational, process, or product enhancement opportunities and communicate recommendations to the VP/Treasury Services & Business Banking Director.\nEstablish team goals aligned with Bank strategy and monitor performance against established objectives.\nCoordinate with internal departments to support treasury management initiatives, cross-functional projects, and operational improvements.\nSales Support & Client Relationship Management\nSupervise Treasury & Client Services Associates in supporting Treasury Management Advisors with onboarding, documentation, new accounts, and electronic banking activities.\nPartner with the Treasury Services & Business Banking Director, Relationship Managers, and Bankers to assess client and prospect needs related to payments, deposits, online banking, and fraud prevention.\nParticipate in independent and joint client and prospect calls to support sales efforts, identify opportunities, and strengthen client relationships.\nSupport achievement of treasury management sales targets through client needs assessment, solution recommendations, and ongoing relationship support.\nReview client account structures, product usage, and cost considerations and provide recommendations aligned with client requirements.\nConduct proactive reviews of existing and prospective client relationships to ensure appropriate product utilization and client satisfaction.\nServe as an internal subject matter resource on treasury management products, pricing structures, and operational considerations.\nAct as a liaison between clients and internal teams to resolve issues and ensure continuity of treasury management service delivery.\nProvide input into product-focused outreach or marketing initiatives as requested.\nCompliance & Risk Management\nEnsure all treasury management activities comply with applicable regulatory requirements, internal policies, risk management standards, and audit expectations.\nEnsure treasury management implementation and operational processes are executed in accordance with established risk controls and regulatory guidelines.\nSupport monitoring of operational and risk indicators and escalate issues in accordance with established procedures.\nComplete all assigned compliance training and regulatory requirements within established timeframes.\nThe position performs duties specific to the position and other functions as assigned.\n\nROLE COMPETENCIES/SKILLS\nAttention to Detail\nCollaboration & Communication\nDiversity & Inclusion\nExecution & Ownership\nTime Management \nChange Management\nConflict Resolution\nOperations Management\nTalent & Performance Management\nTreasury Services\nSystem & Software Administration\nCustomer Service\nDealing with Ambiguity\nCritical Thinking\n\nWORKING ENVIRONMENT & PHYSICAL DEMANDS\nThe work environment characteristics and the physical and cognitive requirements described here are representative of those an employee encounters while performing the essential functions of this position. \nThis position is based in a non-confined office setting where the employee is free to move about as needed. This role is performed in a typical office environment. For hybrid and remote positions, work may also be performed away from BSB worksites, depending on business needs. Employees working remotely are required to maintain a dependable, high-speed internet connection and a work environment conducive to frequent phone and video calls, where private, confidential, or proprietary information cannot be seen, overheard, or otherwise accessed by unauthorized individuals.\nThis position requires writing, typing, speaking, listening, lifting up to 10 pounds, driving (personal, company, or rental vehicle on occasion), carrying, sitting, pulling, walking, standing, squatting, kneeling, reaching, and using close, color, and peripheral vision, depth perception, and the ability to adjust focus. \nThis position may require the ability to operate any or all the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.\nThis position requires the ability to read and interpret documents, perform detailed work, solve problems, interact with customers, apply reasoning and mathematical skills, communicate effectively both verbally and in writing, deliver presentations, analyze information, manage multiple concurrent tasks, adapt to changing priorities, and work effectively in a fast-paced environment with frequent interruptions.\nReasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.\n\nPOSITION REQUIREMENTS\nMinimum Qualifications\nBachelor’s degree or equivalent combination of education and relevant work experience. \nFive (5) years of experience in treasury management products and advisory sales within a financial services environment. \nFive (5) years of experience working in treasury management operations, service, and/or product implementation functions. \nFive (5) years of direct people management or supervisory experience. \nExperience supervising or leading a treasury management, cash services, or similar operational team. \nExperience supporting treasury management products and services, including payments, deposits, online banking, and fraud prevention. \nExperience analyzing client account structures, product usage, and cost or fee components. \nExperience preparing and reviewing client proposals or product presentations. \nAbility to communicate verbally and in writing with clients, internal partners, and management. \nAbility to manage multiple operational and supervisory responsibilities and meet established deadlines. \nWorking knowledge of Microsoft Office applications, including Outlook, Excel, and PowerPoint, and use of internet-based business tools.\nPreferred Qualifications\nExperience managing treasury management product implementation for complex or multi-service commercial clients. \nExperience partnering with relationship management, lending, operations, compliance, and risk teams. \nKnowledge of treasury management pricing structures, revenue models, and fee administration. \nExperience supporting treasury management sales initiatives and revenue growth strategies. \nExperience monitoring operational performance metrics, service quality indicators, or risk controls. \nKnowledge of banking industry market dynamics and competitive treasury management practices. \nExperience participating in product development, process improvement, or cross-functional initiatives. \nExperience supporting regulatory compliance and audit activities related to treasury management services.\n\nManagement reserves the right to change this position description at any time according to business needs.","description_format":"text","description_chars":9704,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail 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