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Deposits Product Manager – Global Treasury Services
Pitney Bowes. Manage daily deposit reporting, forecasting, balance analysis, and client segmentation .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in treasury services and deposit operations, with a strong focus on client relationship management, financial analysis, and compliance with banking regulations. Proficient in reporting and automation processes to enhance operational efficiency and support business development initiatives.
Highest-signal resume keywords
Treasury Services ManagementCommercial Deposit Products KnowledgeClient Relationship ManagementFinancial Analysis and ReportingBanking Regulations Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury OperationsDeposit ReportingForecastingProfitability AnalysisOperational Process EnhancementSQLAdvanced ExcelPower BITableauCash Management Technologies
Soft Skills
Client-Facing ExperienceCollaborationProblem-SolvingCommunication
Tools & Technologies
Treasury PlatformsACH SystemsWire SystemsBusiness Intelligence Tools
Industry Keywords
NACHAOFACUCC 4ARegulation EBanking OperationsOperational MetricsFraud Prevention
Tech Stack
Tools & technologiesSQLTableau
About the role
Key responsibilities & impact- Manage daily deposit reporting, forecasting, balance analysis, and client segmentation
- Monitor treasury operations, exceptions, reconciliations, and key performance metrics; resolve operational issues
- Partner with Finance on liquidity, balance sheet, and deposit reporting
- Develop and enhance reporting, automation, and operational processes
- Manage and optimize existing and new deposit products
- Evaluate product performance, pricing, profitability, and customer experience
- Support product initiatives aligned with liquidity, funding, and balance sheet objectives
- Lead or support system implementations, process enhancements, workflow automation, testing, and documentation
- Serve as treasury and deposits subject matter expert for commercial clients and internal partners
- Support business development through prospect, onboarding, and client meetings
- Manage treasury service onboarding, including account structures, ACH limits, user entitlements, and fraud controls
- Partner with Sales, Operations, and Technology to resolve complex client issues and improve client experience
- Participate in client reviews with reporting, operational insights, and balance trends
- Maintain and improve controls for treasury operations, payments, system access, and fraud prevention
- Partner with Risk, Compliance, and Audit teams on banking regulations and operational requirements
- Prepare documentation and reporting for audits, examinations, and risk assessments
- Support digital payments, automation, and operational excellence initiatives
Requirements
What you’ll need- 5+ years of experience in treasury services, deposit operations, treasury product management, or commercial banking
- Strong knowledge of commercial deposit products, treasury management services, and banking operations
- Experience supporting commercial client onboarding and managing client relationships
- Client-facing experience engaging with business customers and internal stakeholders
- Understanding of NACHA, OFAC, UCC 4A, Regulation E, and other applicable banking regulations
- Strong financial acumen with experience in reporting, forecasting, profitability analysis, and business performance measurement
- Experience with treasury platforms, ACH and wire systems, and cash management technologies
- Advanced Excel skills and experience with reporting and BI tools such as Power BI or Tableau
- SQL and payments industry knowledge are a plus
- Must be legally authorized to work in the US
- Employer will not sponsor employment visa status now or in the future
- Must work 4 days in the Shelton, CT office, or 2 days per week if living in the Tristate area
- No relocation assistance offered
Benefits
Comp & perks- Annual incentive bonus eligibility
- Opportunity to grow and develop your career
- Inclusive environment encouraging diverse perspectives and ideas
- Challenging and unique opportunities to contribute to a transforming organization
- Comprehensive benefits globally (PB Benefits and Wellbeing Programs)