TM Servicing Strategy Manager
Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits.
The hiring range for this opportunity is $106,000 to $135,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience. Remote work available.
Responsible for designing, implementing, and continuously enhancing a scalable Treasury Management servicing model that supports client segmentation across Wholesale Banking. The position partners closely with Sales, Product, and Operations teams to deliver differentiated client experience aligned to segment, industry vertical, and client complexity.
MAJOR RESPONSIBILITIES
• Design and implement a segmented Treasury Servicing model aligned to:
o Client size (Middle Market, Corporate, etc.)
o Industry verticals (e.g., CRE, Non-Profit, etc.)
o Product Complexity
• Define coverage model, service tiers and client ownership across lifecycle
• Establish and track:
o SLA / Service Standards
o Client satisfaction
o Response and resolution times
o Use above data to identify servicing gaps and drive continuous improvement
• Process Improvement & Transformation -> Lead initiatives to:
o Automate servicing workflows
o Reduce manual intervention
• Direct servicing activities for Treasury Management clients ensuring accurate setup, maintenance, and servicing of Treasury products and corporate digital banking services. This team acts as the primary point of contact for commercial clients and internal partners, resolving inquiries efficiently while maintaining a high standard of customer service, accuracy, and compliance.
• Participates in User Acceptance/End User Training (UAT) when related to Treasury Management systems.
• Communicate updates, changes, and enhancements to clients and internal stakeholders appropriately
• Support cross-functional initiatives to improve Treasury client experience and operational efficiency
EDUCATION, EXPERIENCE AND OTHER SKILLS
• High school diploma or GED required. Undergraduate degree preferred
• 10+ years of Treasury Management experience
• 5 years of management experience
• CTP, AAP, NCP preferred
• Ability to build and maintain strong, positive working relationships at all functional levels.
• Proven leadership, teaching and training skills.
• Strong knowledge of Treasury Management products and services.
• Excellent communication, interpersonal, and problem-solving skills.
• High attention to detail and accuracy in processing.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Customer service–oriented with a collaborative, team-based approach.
Company Profile
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.
Careers-TCB-Notice-of-Collection.pdf
Apply To This Job
The hiring range for this opportunity is $106,000 to $135,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience. Remote work available.
Responsible for designing, implementing, and continuously enhancing a scalable Treasury Management servicing model that supports client segmentation across Wholesale Banking. The position partners closely with Sales, Product, and Operations teams to deliver differentiated client experience aligned to segment, industry vertical, and client complexity.
MAJOR RESPONSIBILITIES
• Design and implement a segmented Treasury Servicing model aligned to:
o Client size (Middle Market, Corporate, etc.)
o Industry verticals (e.g., CRE, Non-Profit, etc.)
o Product Complexity
• Define coverage model, service tiers and client ownership across lifecycle
• Establish and track:
o SLA / Service Standards
o Client satisfaction
o Response and resolution times
o Use above data to identify servicing gaps and drive continuous improvement
• Process Improvement & Transformation -> Lead initiatives to:
o Automate servicing workflows
o Reduce manual intervention
• Direct servicing activities for Treasury Management clients ensuring accurate setup, maintenance, and servicing of Treasury products and corporate digital banking services. This team acts as the primary point of contact for commercial clients and internal partners, resolving inquiries efficiently while maintaining a high standard of customer service, accuracy, and compliance.
• Participates in User Acceptance/End User Training (UAT) when related to Treasury Management systems.
• Communicate updates, changes, and enhancements to clients and internal stakeholders appropriately
• Support cross-functional initiatives to improve Treasury client experience and operational efficiency
EDUCATION, EXPERIENCE AND OTHER SKILLS
• High school diploma or GED required. Undergraduate degree preferred
• 10+ years of Treasury Management experience
• 5 years of management experience
• CTP, AAP, NCP preferred
• Ability to build and maintain strong, positive working relationships at all functional levels.
• Proven leadership, teaching and training skills.
• Strong knowledge of Treasury Management products and services.
• Excellent communication, interpersonal, and problem-solving skills.
• High attention to detail and accuracy in processing.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Customer service–oriented with a collaborative, team-based approach.
Company Profile
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.
Careers-TCB-Notice-of-Collection.pdf
Apply To This Job