Director, Banking (Treasury Management & Payments)
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). They gave examples but we can choose appropriate headings. We need to not repeat job title as heading. We can have sections: About the role, Responsibilities (maybe combine What You Will Do), Requirements (What You Will Bring), Benefits (including Pay, Schedule, etc). Since they want separate Pay and Schedule sections if present. The posting includes salary range and benefits, and mentions travel percentage (schedule? maybe not schedule). There's no explicit schedule like full-time/part-time, but we have travel percentage. Could treat travel as part of Schedule? Not exactly. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." Pay is stated (salary range). Schedule? Not explicitly; they mention ability to travel 25 to 50% (that's travel, not schedule). Could we treat that as Schedule? Probably not. Better to not create Schedule section unless there is explicit schedule like full-time, part-time, remote, etc. So we will have Pay and Benefits sections. Possibly combine Pay and Benefits? They said prefer a few substantive sections over many thin ones. Could have Benefits section that includes pay, insurance, etc. But they also said use headings like Pay, Schedule, Benefits. If we combine pay into Benefits, we still have Benefits heading. That's okay. However they said "never create Pay/Schedule/Benefits sections unless the posting actually states them." Since pay is stated, we could have a Pay section. Benefits also stated. Could have both. But they also said prefer a few substantive sections over many thin ones. Having both Pay and Benefits may be okay. But we could also have a single Benefits section that includes pay and other benefits. I'd lean to have Benefits section that includes pay, insurance, 401k, bonuses, time off, holidays, parental leave, travel expectation, geographic premium, work authorization. That seems substantive.
We need to remove boilerplate: EEO, legal, scam warning, application instructions, etc. Also remove duplicated lines. Also remove navigation/cookie etc. The posting includes a lot of boilerplate at the end: "West Monroe is an Equal Employment Opportunity Employer..." etc. Remove that.
Also remove lines like "National $200,000—$250,000 USD". Keep that.
Also remove "Information on our competitive total rewards package, including our bonus structure and benefits is here." That's a link; we can drop as it's not substantive.
Also remove "Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity." That's substantive? It's about pay determination; could be included in Pay section. Might keep.
Also "Employees in proximity of our Seattle, Washington DC, Los Angeles, New York, and San Francisco offices will have a geographic premium applied to this salary scale." Keep.
Also "Employees (and their families) are covered by medical, dental, vision, and basic life insurance." Keep.
Also "Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses." Keep.
Also "Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year." Keep.
Also "Eligibility for ten weeks of paid parental leave will also be available upon hire date." Keep.
Also "Ability to travel 25 to 50%." Keep.
Also "A commitment to inclusion and diversity, and openness to new ideas and perspectives." Keep as part of requirements? It's under What You Will Bring? Actually it's in the list after travel. We'll keep.
Also "Ability to work permanently in the United States without sponsorship." Keep.
Now structure:
About the role
Intro paragraph(s).
Responsibilities
Maybe combine What You Will Do content. Could break into subheadings? But we only use
for section headings; subheadings not allowed? Could use
with bold? Not needed. We'll just put responsibilities in
paragraphs, maybe
- for lists.
We have three subareas: Client Delivery, Business Development, Practice Development. We could make each as
? Not allowed. Could just include as paragraphs with bold? But we must follow instruction: use
for section headings. It didn't forbid other headings like
but they said use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It didn't say we cannot use other headings, but to be safe we can just use
with strong emphasis. However they said "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we should only use those headings for sections. For sub-sections we can just use
or
- . We'll do that.
Thus under Responsibilities we can have paragraphs describing each area.
We'll extract bullet points from the text.
Client Delivery:
- Serve as a trusted advisor to senior and C-level executives, helping clients address complex Treasury Management, Payments, and Commercial Banking priorities.
- Lead large-scale transformation initiatives spanning operating model, sales effectiveness, product strategy, payments modernization, customer experience, platform modernization, M&A, risk controls, and organizational change.
- Provide oversight for engagement scope, staffing, financial performance, risk, quality, and executive communications.
- Apply deep industry expertise to translate business needs into practical strategies, operating models, technology roadmaps, and implementation plans.
- Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.
- Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.
Business Development:
- Build and expand executive relationships across banks, credit unions, and other financial institutions.
- Originate, shape, and close consulting opportunities aligned with Treasury Management, Payments, and Commercial Banking priorities.
- Lead solution development, proposals, pricing, negotiations, and executive presentations for complex pursuits.
- Develop a strong market presence through industry relationships, thought leadership, conferences, and strategic alliances.
- Partner across West Monroe practices to bring integrated business and technology solutions to clients.
Practice Development:
- Develop and expand Treasury Management and Payments offerings, methodologies, accelerators, and market perspectives.
- Mentor and develop consultants and emerging leaders while supporting recruiting and performance development.
- Share subject matter expertise across Financial Services and strengthen collaboration across practices and alliance partners.
Now Requirements (What You Will Bring):
- 15+ years of Financial Services and/or professional services consulting experience, including significant Treasury Management, Payments, or Commercial Banking leadership experience.
- Deep expertise across Treasury Management and Payments products, operations, sales, technology, risk, and customer experience.
- Experience leading complex business and technology transformation programs.
- Proven success developing executive client relationships, originating opportunities, and contributing to revenue growth.
- Experience with commercial banking, treasury management, and payments technologies, including commercial online banking platforms, payment solutions, nCino, CRM platforms, or related financial services technologies.
- Strong leadership, analytical, problem-solving, communication, and executive presentation skills.
- Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
- Ability to travel 25 to 50%.
- A commitment to inclusion and diversity, and openness to new ideas and perspectives.
- Ability to work permanently in the United States without sponsorship.
Now Benefits section:
Include salary range, geographic premium, insurance, 401k, stock ownership, bonuses, flexible time off, holidays, parental leave, travel expectation (maybe already in requirements but we can mention again), work authorization.
We need to avoid duplication. Travel 25-50% already in requirements; we can keep it there only. Benefits section can include: salary range, geographic premium, medical/dental/vision/life insurance, 401k, employee stock ownership program, annual bonuses, unlimited flexible time off, ten paid holidays, ten weeks paid parental leave.
Also mention "Based on pay transparency guidelines, a reasonable expectation for the salary range for this role is listed below." We'll incorporate that as part of Pay/Benefits.
We'll output HTML fragment:
- Serve as a trusted advisor to senior and C-level executives, helping clients address complex Treasury Management, Payments, and Commercial Banking priorities.
- Lead large-scale transformation initiatives spanning operating model, sales effectiveness, product strategy, payments modernization, customer experience, platform modernization, M&A, risk controls, and organizational change.
- Provide oversight for engagement scope, staffing, financial performance, risk, quality, and executive communications.
- Apply deep industry expertise to translate business needs into practical strategies, operating models, technology roadmaps, and implementation plans.
- Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.
- Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.
- Build and expand executive relationships across banks, credit unions, and other financial institutions.
- Originate, shape, and close consulting opportunities aligned with Treasury Management, Payments, and Commercial Banking priorities.
- Lead solution development, proposals, pricing, negotiations, and executive presentations for complex pursuits.
- Develop a strong market presence
About the role
Are you ready to make an impact? West Monroe is seeking a Director, Treasury Management and Payments to help financial institutions transform commercial banking, treasury management, and payments capabilities. This leader will advise senior executives on growth, operating model, technology, customer experience, risk, and modernization initiatives while leading complex engagements and expanding West Monroe’s presence in the market. Drawing on deep Treasury Management, Payments, and Commercial Banking expertise, this role will shape solutions that create measurable client value while developing teams and advancing our Financial Services practice.
Responsibilities
Client Delivery
Business Development