Director of Treasury Management

Role and Responsibilities

• Identifies sales opportunities for the Bank’s Treasury Management area.
• Achieves goals as assigned.
• Communicates with appropriate management and staff personnel.
• Provides periodic reports.

Essential Duties

• Jointly establishes quantitative sales objectives with assigned supervisor on an annual basis.
• Participate in independent and/or joint calling with business partners to develop prospects for sale of Treasury Management services.
• Solicits new Treasury Management business from present and prospective customers.
• Maintains ongoing business relationships with present customers to take advantage of additional cross-selling opportunities.
• Develops, proposes, and professionally presents comprehensive Treasury Management solutions based on client needs and objectives.
• Participates in the development, onboarding, and promotion of new Treasury Management products.
• Works with Regional Leaders to increase Treasury Management clients and balances.
• Jointly monitors Treasury Management services.
• Works with Information Technology personnel to identify new and emerging information technologies to be assimilated, integrated, and introduced within the Bank.
• Edits business partners in assigned region(s) in the knowledge and use of Treasury Management services.
• Assists them with pre-qualifying prospects with Treasury Management needs.
• Achieve goals assigned to the Director of Treasury Management as established in the Division's annual operating plan.

Preferred Skills

• Proficient reading, writing, grammar, and mathematics skills.
• Proficient interpersonal relations, communicative, and sales skills.
• A thorough knowledge of bank deposit services and deposit services software programs.
• Valid driver’s license.
• Visual and auditory skills.