Treasury Director

Job Summary

This position will play a key role in driving Commercial deposit growth, Treasury Services and deepening business relationships within Lake Trust. Provide leadership to treasury sales team, collaborate with Commercial lending team and member engagement leaders. Building relationships with new and existing commercial and small business members; expanding relationships and uncovering needs. Cultivating and growing business relations and owning a portfolio. Ongoing review and evaluation of treasury products and services; for ongoing deepening of relationships and expansion of program. Analyze treasury products and services for expansion of delivery channel for Lake Trust. Delivery of growth goals in commercial deposits and treasury channel.

What You’ll Do

• Leadership of Treasury Engagement Team and development of team.
• Oversees the strategic direction, development, and execution of treasury management program and services.
• Manage Treasury Portfolio with ongoing growth in depth of portfolio, deposit growth, and treasury products growth.
• Ownership of key business relationships and attracting new business accounts with ongoing ownership of deepening relationship within a portfolio.
• Ensures onboarding satisfaction of Treasury members and follow up for ongoing relationship.
• Ensures operational efficiency, client satisfaction, and strategic alignment between sales goals and service delivery acting as a key liaison between relationship managers, e-services, treasury sales/operations, and commercial team.

What You’ll Bring

• Ability to analyze and interpret financial data
• Knowledge of Commercial and Treasury product offerings.
• Knowledge of member satisfaction analysis
• Knowledge of credit union regulations, products, policies, procedures, and services.
• Exceptional communication
• Passion for engagement and relationship building.

Education, Training, Experience, Certifications And Licensure

• Bachelor degree in business, finance, or related field or equivalent experience
• Five to 7 years of progressive experience in Commercial Business Development and sales and/or Treasury Management.
• Six to 12 years of leadership experience in leading and managing a team.
• Certified Treasury Professional (CTP) or Accredited ACH Professional designation preferred and/or formal Commercial credit training

What You’ll Get

• Ability to collaborate and build a sense of togetherness that contributes to a positive work environment.
• Being open to change and embracing new opportunities can lead to diverse experiences and career advancement.
• By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.

Benefits Include

• Financial wellbeing services
• 401(K) matching with up to 5% match
• Reduced health insurance
• Employee wellbeing services
• DE&I initiatives
• Work-life balance