Director of Treasury Management

Treasury Management Strategy & Business Leadership

Treasury Management Strategy & Business Leadership
Establish and execute a comprehensive commercial treasury management strategy aligned with the overall Commercial Banking and Credit Union strategic plan.
Own treasury management revenue, growth targets, pricing strategies, and profitability performance.
Identify market trends, competitive dynamics, and emerging payment technologies to inform product evolution and roadmap decisions.
Lead treasury management contribution to enterprise non-interest income growth.

Sales Enablement & Market Execution

Sales Enablement & Market Execution
Partner with Commercial Relationship Managers to design, propose, and close scalable treasury management solutions tailored to member needs.
Set market-specific sales goals, pipelines, and performance metrics for treasury products.
Provide advanced deal structuring support for complex treasury, liquidity, and payment solutions.
Champion cross-sell integration between credit, deposits, treasury, and ancillary commercial services.

Product Management & Solution Design

Product Management & Solution Design
Oversee the design, pricing, lifecycle management, and continuous improvement of commercial treasury management products and services.
Ensure solutions meet regulatory expectations, operational standards, and risk appetite.
Lead vendor selection, contract management, and performance governance for treasury platforms and payment partners.
Build and maintain financial models to evaluate product profitability and risk-adjusted returns.

Risk, Controls & Compliance Oversight

Risk, Controls & Compliance Oversight
Ensure treasury products and services operate within regulatory, policy, and risk management frameworks.
Partner with Risk, Compliance, Audit, and Finance to support internal and external audits.
Oversee fraud-related treasury services, mitigation tools, and monitoring protocols for commercial clients.
Maintain appropriate internal controls, documentation, and reporting.

Team Leadership & Operational Excellence

Team Leadership & Operational Excellence
Lead, develop, and coach the Treasury Management team to deliver high performance and consultative expertise.
Establish operational workflows and service standards to ensure consistent, scalable member experience.
Drive process optimization in partnership with Operations and Technology.
Lead strategic projects and initiatives supporting enterprise transformation goals.

Education & Experience

Bachelor's degree in Business, Finance, Economics, or related field, or 10+ years of related work experience required.
MBA or Commercial Finance/Banking qualification is desirable.
Minimum 7 years of Commercial Banking experience, with progressive leadership responsibility.
Minimum 3 years leading Treasury Management, cash management, or payment solutions teams.
Demonstrated success managing complex Treasury solutions, liquidity structures, and payment ecosystems.
Strong background in financial modeling, profitability analysis, Treasury technology, and risk assessment.

Knowledge, Skills & Abilities

Advanced knowledge of commercial treasury management, payments, and liquidity solutions.
Able to assess complex finances, identify risks, and create mitigation plans.
Organization and strategic business planning skills.
Experience working with key management team members to develop sound, professional business line plans and budgets.
Demonstrated skill in planning and leading teams to success in strategic initiatives.
Foundational accounting, budgeting, and financial analysis skills.
Proficient at reading, interpreting, and making decisions from credit union/bank financial statements.
Working knowledge of short- and long-term forecasting and budgeting.
Ability to understand, interpret and make decisions about key variables and ratios.
Performance management expertise.
Expertise in setting strategic and operational objectives, creating accountability and performance frameworks, and follow-up structures to monitor/adjust activity and recognize and reward results.
Expertise in implementing a structure of people, processes and systems that executes strategy successfully.
Skills in hiring talent and building effective, cohesive, and performance-oriented teams.
Experience in talent development and succession planning activities.
Strategic Thinking and Orientation skills.
Conceptualizes, develops, and implements ideas to support the successful execution of United’s long-term growth strategy.
Ability to build strong partnerships with executive leadership team members, and others throughout the business, to educate them and integrate sound risk management principles into organizational decision-making.
Expertise in Negotiating, Persuading, Influencing, and Managing Conflict/Disagreement – and the ability to develop other leaders’ skills in these areas.
Highly developed communication and presentation skills.
Proficiency with Credit Union/Banking systems and Microsoft Office tools.

Required Competencies

Drive for Results
Building Effective Teams
Demonstrates Courage
Customer Focus
Integrity and Trust
Self-Development
Business Acumen
Developing Direct Reports and Others
Managing Through Systems
Organizational Agility
Problem Solving
Innovation Management