FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Celebrating 20 Years of Relationships, Solutions, and Trust
Sr. TM Operations & Product Support Officer - Multiple Locations
Make a Difference Where It Matters Most
At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It’s our gold standard, the currency we trade in, and the foundation of every decision we make.
We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you’re driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.
Your Opportunity: Sr. TM Operations & Product Support Officer
Responsible for client and branch support in an E-Banking and Treasury Management (TM) environment. Sustain client retention by promoting high quality customer service and offering technical assistance and training to both commercial and retail clients. Prepare reports, participate within ongoing department projects, and ensure completion of department duties. Conduct duties in accordance with the Bank’s business model, procedures and policies, and initiatives, and comply with all regulatory requirements.
What You’ll Do
- Implement and provide support for all TM product offerings which include but are not limited to E-banking, online wires, ACH, bill pay, positive pay, remote deposit.
- Provide technical assistance to new and existing E-Banking and TM clients.
- Effectively resolve problems or issues and escalate in a timely manner to optimize customer experience.
- Perform operational duties and system and/or account maintenance for all TM products.
- Review client documentation for accuracy and completeness. Perform system maintenance and/or callback for quality assurance.
- Manage incoming branch and client requests.
- New or existing client training on various bank system platforms and services including but not limited to online banking, bill pay, remote deposit capture and positive pay.
- As TM services expand, participate in testing and supporting new processes and workflows. Work with the TM Supervisor and Manager to ensure clean audits by following set procedures in areas of E-Banking, Remote Deposit Capture and TM products implementation.
- Manage service request system to ensure all requests are completed within department SLA.
- Report review as required for system auditing.
- Participate in department projects by following test scripts, data validation, working closely and under the direction of the TM Supervisor and Manager.
- Perform all other duties as assigned including but not limited to operations responsibilities, conversions, implementations, etc.
AML/CFT/Compliance Responsibilities
This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.
Who You Are
Experience & Expertise
- Bachelor’s degree preferred.
- Minimum of 3 years of knowledge in Treasury Management Operations and Product Support including online banking, bill payment system, remote deposit capture, ACH Origination, positive pay and bank core processing.
- Minimum of 5 years of experience in a customer service environment.
- Branch operations and/or bank operations experience in a customer service environment preferred.
- Proficient in Spanish preferred.
Skills & Competencies
- Exceptional customer service skills.
- Ability to work independently in servicing treasury management clients and problem solving TM issues.
- Intermediate knowledge of treasury management products and services.
- Can-do attitude.
- Excellent organizational and time management skills.
- Proficient PC skills to include Microsoft Excel and Word.
- Strong ability to exercise and demonstrate good judgment and sound decision making.
- Completes work thoroughly and with a high degree of accuracy.
- Strong problem solving skills.
- Ability to coordinate and work collaboratively with internal and external contacts on a daily basis.
- Knowledge and experience to anticipate, identify and resolve problems.
- Self-motivated.
- Excellent written/verbal communication and presentation skills.
Mindset & Values
- You lead with accountability, integrity, and consistency.
- You thrive in a collaborative environment where transparency and follow-through matter.
- You model professionalism, calm under pressure, and a solutions-oriented mindset.
- You embrace data-driven decision-making while maintaining a client-first perspective.
- You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people.
Why CalPrivate Bank?
This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do.
If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?
Salary Range: $75,000.00 To $91,000.00 Annually