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Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Lead daily treasury operations across customer fund flows, including refunds, returns, redemptions, investigations, and exception handling
- Act as the primary escalation point for operational incidents, coordinating resolution with internal teams and external banking partners
- Oversee and improve workflows related to banking interactions, such as trace requests, wire returns, payment investigations, and callbacks
- Monitor operational performance through dashboards and SLAs, ensuring visibility, timely resolution, and consistent execution
- Partner with Engineering and Product to enhance internal tools, automation, and AI-assisted workflows supporting treasury operations
- Identify opportunities to reduce manual work through automation, AI tooling, and process improvements, and drive adoption within the team
- Manage and develop a team of analysts, including performance management, prioritization, and coaching on complex operational cases
Requirements
What you’ll need- 7+ years of experience in treasury operations, payments, banking, fintech, or financial services
- Experience managing payment workflows such as wires, refunds, returns, reconciliations, and transaction investigations
- Experience leading or managing a team, including performance management and day-to-day oversight
- Strong experience handling operational escalations across multiple stakeholders, including banking partners and internal teams
- Proven ability to improve processes, documentation, and controls in a fast-paced environment
- Strong attention to detail and judgment when handling sensitive financial transactions
- Familiarity with global payment networks, correspondent banking, and cross-border flows (preferred)
- Experience with operational tools such as JIRA, Confluence, dashboards, or banking platforms (preferred)
- Exposure to automation, data tools, or AI-assisted workflows (e.g., SQL, Python, workflow automation, or AI tooling) (preferred)
Benefits
Comp & perks- Flexible work environment where new ideas are encouraged
- Opportunities for professional development
- Equal opportunity employer with non-discrimination policy
- Participation in E-Verify Program
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
treasury operationspaymentsbankingfintechfinancial servicespayment workflowstransaction investigationsprocess improvementsSQLPython
Soft Skills
team managementperformance managementattention to detailjudgmentcoachingescalation handlingstakeholder managementprioritization
