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 (Regional Leaders, Commercial Lenders, Small Business Lenders, Retail, Wealth Management and Private Banking) to develop prospects for sale of Treasury Management services such as online banking, remote deposit capture, positive pay, merchant services, etc.
• Solicits new Treasury Management business from present and prospective customers.
• Maintains ongoing business relationships with present customers in order 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 which will significantly impact the deposit services function.
• Educates business partners in assigned region(s) in the knowledge and use of Treasury Management services.
• Affords pre-qualifying prospects with Treasury Management needs.

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.