Treasury Management Product Manager jobs in United States
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First Western Trust · 1 day ago

Treasury Management Product Manager

First Western is seeking a Treasury Management Product Manager to join their team. In this role, you will provide tactical direction for the operation of Treasury Management products, ensuring smooth execution and compliance while enhancing client satisfaction through effective management of vendor relationships and internal partnerships.

BankingFinancial ServicesRetirementWealth Management

Responsibilities

Provide tactical direction and day‑to‑day execution for the operation of our Treasury Management product, ensuring products and services run smoothly, reliably, and in support of First Western’s business goals
Ensuring accuracy in the client onboarding experience, ensuring new commercial client products are set up correctly in the platform to help the Treasury Management Implementation team provide a high‑touch, seamless transition into our Treasury services
Ensure new products, enhancements, and changes are fully prepared for launch, including process documentation, readiness testing, and coordination across internal teams
Manage key external vendor relationships and internal technology partnerships, ensuring systems, tools, and services, such as payment hubs, fraud tools, and lockbox services, operate effectively and that updates are delivered with minimal disruption
Maintain and govern product‑level operational controls and compliance, ensuring Treasury services meet all regulatory requirements and follow sound risk‑management standards
Monitor performance of Treasury products and processes, identifying trends, leading root cause analysis, resolving issues, and driving improvements that enhance efficiency and client satisfaction
Provide leadership, collaboration, and operational guidance across Product, Technology, Sales, and Bank Operations, ensuring alignment on execution standards, client needs, and long‑term product scalability

Qualification

Treasury productsPayment operationsRegulatory complianceRisk frameworksClient onboardingVendor platformsProfessional certificationsProcess improvementData analysisStrategic executionCross-functional influenceLeadershipCommunicationProject managementRelationship buildingDecision-makingClient focusAdaptability

Required

High School Diploma/ GED Diploma
Bachelor's Degree Preferably in Business Administration, Finance, Accounting, Information Systems, or related field
10-15 years Treasury Management, Payments, Financial Operations, or related banking disciplines

Preferred

Professional certifications such as AAP, CTP, or PMP

Benefits

Strong Bonus Potential
401(k) Plan with Match
Paid Parking/Transportation Benefits
Access to Training & Professional Development Programs
Sponsorship for Obtaining Professional Certifications
Flex Spending Accounts
Health Savings Account
Health & Wellness Benefits
Paid Time-Off+ Bank Holidays

Company

First Western Trust

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We cater to the distinct needs of high-net-worth individuals, families, entrepreneurs, and business owners, offering a deeply personal and sophisticated financial experience.

Funding

Current Stage
Public Company
Total Funding
$46.98M
2022-12-05Post Ipo Debt· $20M
2020-12-09Post Ipo Debt· $10M
2020-03-17Post Ipo Debt· $8M

Leadership Team

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Julie Courkamp
President and Chief Operating Officer
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Alex McDougall
Regional President
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Company data provided by crunchbase