Overview:
As the Treasury Management Client Onboarding QA Leader, you drive end-to-end quality across Implementations, Operations, and QC. You’ll govern standards, train teams, and refine SOPs to elevate onboarding outcomes. You act as the escalation point for complex quality issues and shape a data-driven quality culture. You’ll deliver monthly KPI dashboards and partner across regulatory, risk, and business teams to ensure client experience and compliance. This role combines governance, people leadership, and continuous improvement at scale. Compensation / Benefits Comprehensive healthcare coverage Generous 401(k) matching Tuition reimbursement and upskilling resources Valued Time Away (vacation and sick time) Fertility benefits and health support programs Career mobility and dedicated recruitment support
Responsibilities:
Set and enforce onboarding quality standards across Implementations, Operations, and QC Conduct regular quality audits and root cause analyses Lead corrective actions and preventive measures for quality failures Oversee development and maintenance of quality documentation and SOPs Design and deliver training programs and competency assessments Develop KPI dashboards and monthly quality reports for leadership Manage change control and ensure regulatory alignment (CNB policies) Collaborate cross-functionally to drive enterprise-wide quality culture Monitor workload, SLAs, and vendor quality performance Lead quality improvement workshops and knowledge sharing across teams Maintain audit trails and oversee quality control for new product implementations
Key requirements:
7+ years banking operations experience 7+ years banking and operations management experience 3+ years experience managing projects and/or teams Experience implementing quality management systems in financial services Advanced analytical skills to interpret complex quality data Project management capabilities; PMP or equivalent preferred Excellent communication and executive-level reporting skills Working knowledge of Treasury Management products and services Experience with quality reporting tools and dashboards Ability to design and deliver effective training programs excellent communication and presentation skills ability to influence stakeholders and drive organizational change strong collaboration and cross-functional facilitation quality management systems in financial services quality reporting tools and dashboards SOP design and maintenance