Job Description
Job Description
Title : Treasury Management Program Director
Reports to : Chief Sales Officer
Supervises : Treasury Management Sales and Support Specialists
Status : Exempt
Objective
As a new position to the Credit Union, the Treasury Management Program Director is a senior leadership role that will have two primary responsibilities :
- Overseeing the strategic direction, development, and execution of the organization’s Treasury Management Program and services to enhance the member experience through innovative treasury solutions, and
- Driving deposit and revenue growth by identifying, developing, and closing treasury management opportunities with new and existing commercial clients, while ensuring a great member experience.
This role partners closely with relationship managers, branch managers, community resource team and back-office operations teams to deliver customized cash management solutions that meet member needs and enhance their financial operations.
Duties and Responsibilities
Program Development :Works with partners, including accounting, operations, compliance, lending and sales teams to stand up Treasury Management for the Credit Union
Defines strategic objectives, conduct market / member analysis, develop product and pricing offerings.Works with partners to implement Treasury Management products and servicesEstablishes policies, procedures and risk controlsTrains sales associates on products / services and identifying / referring Treasury Management opportunitiesPilots and rolls out the program, including sales and marketing initiatives partnering with marketing and sales leaders, develop and launch sales and marketing initiativesMonitors performance and seeks to optimize program through continuous improvement effortsProgram Sales Execution :Identifies and pursues new treasury management opportunities by conducting in-depth client needs assessments and delivering tailored solutions that support both acquisition and long-term retention
Develops and executes strategic sales plans to achieve individual and team revenue goals, while maintaining a robust pipeline and preparing customized proposals, pricing models, and RFP responsesServes as a subject matter expert on treasury products such as ACH, wire transfers, remote deposit capture, fraud prevention tools, and liquidity management, while educating clients and internal partners on product features and implementationPartners with Commercial Relationship Managers and branch teams to ensure alignment on client relationships and deliver seamless, coordinated treasury management services across all channelsCollaborates with implementation and operations teams to ensure smooth onboarding of treasury services and provides ongoing support to enhance client satisfaction and maximize product utilizationOversees vendor relationships for treasury services by managing contracts, ensuring service level agreements are met, and resolving performance issues to maintain high-quality service deliveryEnsures all treasury sales activities comply with internal policies and regulatory requirements, while proactively identifying and mitigating risks associated with product implementation and usageMeets or exceeds assigned service and productivity goals established for this positionPerforms all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and proceduresDevelops an understanding of Credit Union history, philosophy, organization, policies, and operational proceduresOn a self-directed basis, continues to improve individual level of competency through training and certification through established educational programsRelates to others beyond giving and receiving instructions :Communicates with coworkers or peers without exhibiting behavioral extremes
Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with othersResponds appropriately to feedbackPerforms other duties as required by managementRequired Qualifications
Bachelor’s degree in finance, Business Administration, or related fieldCertified Treasury Professional (CTP) or Accredited ACH Professional (AAP) designation preferred at time of hire or required within 12 to 18 months of hire5+ years of experience treasury management and / or commercial banking sales experience, preferably within a credit union or financial institution7+ leadership experience managing large teams and complex programsDeep understanding of treasury products, payment systems, and financial regulationsStrong sales, consultative approach, and financial services acumenStrong communication, persuasion, and negotiation skillsAbility to work in a fast-paced, target-driven environmentPhysical Demands
The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.
The employee is regularly required to sit, use their hands, reach with their arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.
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