Business Deposits & Treasury Management Manager
Major Duties And Responsibilities
Lead, mentor, and develop the Business Deposit team, including sales officers, onboarding specialists, and support staff.
Establish clear performance goals and provide ongoing coaching and feedback.
Oversee hiring, training, and professional development for departmental staff.
Serve as a strategic advisor to business members regarding treasury management services offered.
Resolve escalated member issues related to treasury products, ACH, wires, remote deposit, fraud protection tools, and online banking.
Partner with Commercial Lending and Retail teams to deliver seamless relationship support.
Provide training and develop communication to staff for deposit products.
Support product promotions and product awareness campaigns to increase penetration of credit union products and services in the marketplace.
Work with commercial lenders to identify new treasury opportunities and craft tailored solutions for members.
Lead sales presentations, product demos, and formal proposals for existing and prospective members.
Manage the credit union’s suite of deposit and treasury products, evaluating performance and recommending enhancements.
Review and maintain commercial deposit products performance in conjunction with management directives.
Monitor, report, and communicate new product adoption and production goals to include member usage and engagement to determine success of each product, identifies trends and implements behaviors and/or processes necessary to ensure achievement.
Supports vendor relationships including ongoing communication, recommending improvements based upon product testing, member feedback, analytical conclusions and understanding of the business.
Coordinate and proactively communicate with Marketing, Payment Operations, Deposit Services, Member Experience Center and Branches to review member problems that hinder member satisfaction and continued use.
Ensure department operations comply with bank policies, NACHA rules, FDIC guidelines, and regulatory requirements.
Implement controls to mitigate fraud risk and protect Credit Union and the members.
Work with internal audit and compliance departments during reviews and exams.
Develop and maintain standard operating procedures for all treasury tasks.
Track key performance indicators (KPIs) and prepare periodic management reports.
Lead system upgrades, vendor interactions, and process improvement initiatives.
Risk Management & Compliance
Ensure department operations comply with bank policies, NACHA rules, FDIC guidelines, and regulatory requirements.
Implement controls to mitigate fraud risk and protect Credit Union and the members.
Operational Excellence
Develop and maintain standard operating procedures for all treasury tasks.
Track key performance indicators (KPIs) and prepare periodic management reports.
Lead system upgrades, vendor interactions, and process improvement initiatives.
Requirements
Minimum High School degree or equivalent
Minimum 5 to 6 years financial product management experience
Demonstrated Knowledge Microsoft Office
Ability To Problem solve, make decisions, and exercise good judgement
Ability to organize multiple tasks and maintain a courteous demeanor in a busy, high stress work environment
Ability to train, motivate and supervise staff along with gaining obtain cooperation and agreement on important outcomes
Respond and adapt to changing environments
Communication Skills Ability to develop and implement responses to members/staff to document and develop new and ongoing techniques to improve processes; written communications draw from expert information from the field whether as an individual contributor or manager
Physical Requirements Ability to sit and stand; answer calls; operate computer; interact with internal staff and public on the phone; travel to designated offices; lift up to 20 lbs.