Jobs · Business Development · North Carolina

Director of Treasury Management, Sales

Live Oak Bank · Greater Wilmington Area · 1 mo ago
On-siteBusiness Development$190k–$262k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes "About Us", "How This Role Impacts Live Oak And Its People", "What You'll Do At Live Oak", "Required Experience", "Preferred Experience", "Our Values", and also pay info. We must use

for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should map content to appropriate headings. We must not repeat job title as heading. No Job ID. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. So we need to strip out the EEO statement, the link for benefits, the EEO line, the accommodation line, etc. Also remove "For a detailed overview of our employee benefits please visit: http://www.liveoakbank.com/careers/" (that's a link). Also remove the EEO statement lines. Also remove "Equal access to programs..." etc. Also remove "EEO is the Law". Also remove the sentence about paid sick leave? That is a benefit detail; we might keep as part of Benefits? The instruction: include a section ONLY when posting has real, specific content for it. Pay section: we have base pay range. So we should include Pay section with that info. Benefits: we have mention of paid sick leave minimum requirement; also link to benefits but we removed link. The posting does not detail benefits beyond that statement. Should we include Benefits section? It says "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". The statement about paid sick leave is specific content (minimum requirement of paid sick leave). That's a benefit detail. So we can include Benefits section with that info. However we also removed the link to benefits; we can keep the sentence about paid sick leave. Schedule: no info about schedule; do not include Schedule section. We need to use
  • for any list of duties/requirements/benefits. So for responsibilities (What You'll Do) we need to make a list. For Required Experience and Preferred Experience we can list as
      . For Our Values also list. We need to use

      for prose. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all bullet points from responsibilities, required experience, preferred experience, values, etc. Also keep the description about role impact, etc. That can be prose in

      . We need to avoid duplication: there may be duplicated lines; we should check. Let's extract sections: - About Us: description of Live Oak Bank. This is substantive. Could be under "About the role"? Actually "About Us" is about company, not role. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. There's no explicit "About Us" heading, but we could put under "About the role"? However they said "use

      for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)". So we should use those exact headings when appropriate. For company overview, maybe we can put under "About the role"? But that seems odd. However we could treat "About Us" as "About the role"? Not exactly. The instruction says "use

      for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)". It gives examples, not an exhaustive list; we can use other headings if needed? It says "use

      for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)". Likely they expect us to use those headings for sections that match. For company overview, maybe we can omit because it's not required? But we must preserve ALL substantive information. So we need to include it somewhere. Could put under a heading like "About the company" but that's not in the list. However the instruction says use those headings for section headings; it doesn't forbid other headings, but says use

      for section headings (e.g. ...). I think we should stick to those headings where applicable, and if we need another heading we can still use

      but with appropriate text. The examples are just examples. So we can use "About the company" as heading. But to be safe, maybe we can incorporate the About Us description into a

      under a heading like "About the role"? But that would misrepresent. Better to add a heading "About Live Oak Bank". Use

      . Thus we will have sections: - About Live Oak Bank (company overview) - How This Role Impacts Live Oak And Its People (maybe under "About the role"? Actually that's role impact description) - Responsibilities (What You'll Do At Live Oak) - Requirements (Required Experience) - Qualifications (Preferred Experience) maybe? Or Skills? But we have Required Experience and Preferred Experience. Could map Required Experience to "Requirements", Preferred Experience to "Qualifications". Or we could have both under Requirements and Qualifications. We'll follow typical: Requirements = Required Experience, Qualifications = Preferred Experience. - Skills? Not explicitly listed; we could omit. - Benefits (paid sick leave info) - Pay (base pay range) - Values (Our Values) maybe under "Skills"? But we can add a section "Values". Not in examples but okay. We must not create sections with filler. Ensure each heading has substantive content. Now we need to strip boilerplate: Remove EEO statements, accommodation line, link, etc. Let's copy the text and edit. Original text: About Us Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream. How This Role Impacts Live Oak And Its People The Director of Treasury Management, Sales will lead the sales team behind one of the fastest-growing product lines at Live Oak Bank. Small businesses across the country rely on Live Oak for lending — and increasingly, they're turning to us for the everyday tools that keep their business running, like checking accounts, digital treasury management, and payments. This role is responsible for building and growing the sales strategy that gets those tools into the hands of small business owners. This leader manages and coaches a growing team of Business Development Officers and Senior Business Development Officers, sets the direction for how the team sells and who they sell to, and partners closely with lending, product, and onboarding teams to make sure customers have a smooth experience from their first conversation with Live Oak through their first year of business banking with us. This is a highly collaborative role. Success means building strong internal partnerships, developing repeatable sales processes, and creating real growth opportunities for the team — all while keeping the customer's needs at the center of every decision. What You'll Do At Live Oak Own the sales strategy and revenue goals for treasury management products across Small Business Banking, Commercial, and Treasury Management client segmentsPartner with Finance/FP&A to set deposit goals based on the latest forecasts, and build a budget that supports the sales strategy and helps the team hit those goalsBuild, coach, and develop a team of Business Development Officers and Senior Business Development Officers, including identifying training needs and closing knowledge gapsSet expectations and vertical assignments, along with sales quotas, across the teamOwn the treasury management sales pipeline and forecasting, and report progress to senior leadershipPartner with the Strategy team to keep sales priorities aligned with the treasury management product roadmap, and work with them to prioritize the onboarding of new products and servicesPartner with the Director of Treasury Management Portfolio to ensure a smooth handoff of new clients from sales to onboardingCollaborate with other business lines, including Small Business Banking, Commercial, Merchant Services, and Embedded Banking, to roll out new products and initiatives that support deposit growthEnsure the sales team can identify which customers are a good fit for merchant services and make a confident, informed referral; Ensure the team has working knowledge/training of our merchant services options to position the opportunity accuratelyDefine and execute a deposit sales strategy that reaches both our existing loan and deposit customers and new customers through outside sales channels, including new partnership opportunities within our lending relationships, and build a sales execution strategy for channels beyond Live Oak's traditional lending businessMaintain a high standard of regulatory awareness including BSA, AML, CIP, and OFACBuild sales offerings and programs that meet both client needs and bank objectivesTrack and report on sales performance over time, including trends in attrition, customer engagement, balances, and revenue, to spot opportunities and course-correct earlyPartner with marketing, technology, onboarding and portfolio management and Operations to ensure they have a clear, shared understanding of our treasury management goals and how our products create value as well work with them to shape new product features and servicesHelp build strong first-line risk practices by partnering closely with Operations, Compliance, Fraud, and LegalBring a confident, steady presence to leading your team and collaborating with partners and sales channels across the bankAdvocate for both the bank and the customer on product features, functionality, and usability — while pushing for solutions that do not create manual work for internal support teamsChampion new ideas, weighing multiple options to find the best path to our goalsTake a strategy from concept to market — and know how to measure, evaluate, and adjust along the wayBuild trust with peers and partners, and genuinely invest in the growth of the people on your team Required Experience Bachelor's degree10+ years of progressively responsible experience in financial services, with a preference for treasury management, cash management, or commercial banking sales5+ years of experience leading, coaching, or managing a sales teamA track record of building and executing sales strategies that grow revenueStrong communication skills and a partner-centric approach to working across sales, product, and operations teamsA customer-centric mindset, with the ability to translate customer needs into the right treasury management solutionsA track record of success managing a complex, multi-faceted sales business Preferred Experience Experience selling treasury management or cash management products to small business or commercial clientsExperience building or scaling a sales team, including designing training programsStrategic thinking and the ability to bring together different pieces of information to shape a sales strategyExcellent planning and decision-making skillsExcellent verbal and written communication skills Our Values Dedication: Possess a deep commitment to Live Oak Bank’s mission and core values, exemplified through a strong work ethic, adaptability and pride in your work.Ownership: Take initiative to deliver positive results by proactively and creatively solving problems, while maintaining a high degree of quality.Respect: Treat everyone with courtesy, politeness, and kindness.Innovation: Embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems.Teamwork: Foster collaboration, accountability, and trust with others and understand that together, we do more For a detailed overview of our employee benefits please visit: http://www.liveoakbank.com/careers/ Live Oak Bank is an Affirmative Action and Equal Opportunity Employer, Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status or disability. Equal access to programs, service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at HumanResources@liveoak.bank. EEO is the Law The base pay range for this position is $190,180.00 - $262,140.00 per year. Compensation may also include annual bonuses and long-term incentives, subject to various metrics and company policy. A candidate’s salary is determined by

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