VP, Treasury Management & Banking Systems

Treasury Sales & Business Development

Work with our team to develop new treasury management relationships with small businesses, professional firms, and high net worth clients.
Partner with commercial and private banking relationship managers to identify treasury opportunities within existing customer portfolios.
Conduct discovery conversations with business owners to understand cash flow patterns, pain points, and operational needs.
Present and propose tailored treasury solutions including commercial checking, sweep accounts, ACH origination, wire services, positive pay, merchant services, and remote deposit capture.
Represent the bank at local business events, chambers of commerce, and community organizations to build referral networks and market presence.
Develop and maintain a pipeline of treasury prospects and report on sales activity and revenue production.
Collaborate with the lending team to package treasury services as part of broader commercial banking relationships.

Treasury Client Service & Relationship Management

Serve as the primary point of contact for treasury clients, providing responsive, knowledgeable service on all cash management products and platforms.
Onboard new treasury clients including account setup, system enrollment, and hands-on training for business online banking, ACH, and other platforms.
Conduct regular relationship reviews with treasury clients to assess satisfaction, deepen product utilization, and identify cross-sell opportunities.
Troubleshoot and resolve client issues related to wires, ACH, positive pay, and online banking—coordinating with operations as needed.
Educate clients on fraud prevention best practices including dual control, callback verification, and positive pay utilization.
Build out a treasury team commensurate with bank growth.

Treasury Operations & Internal Support

Oversee daily treasury operations including wire processing, ACH origination, and exception handling in coordination with the operations team.
Support deposit pricing discussions for commercial and HNW customers in collaboration with senior management.
Assist with ALCO reporting and interest rate risk monitoring as needed, with an understanding of how treasury products impact the balance sheet.
Ensure treasury products and processes comply with applicable regulations and internal policies.

Core Optimization & Integration

Identify and implement opportunities to streamline core workflows and reduce manual processing.
Evaluate underutilized Horizon features and recommend adoption, with particular focus on treasury product setup, reporting, and HNW/small business banking use cases.
Partner with department heads to understand operational pain points and develop core-based solutions.
Oversee integrations between Horizon and ancillary systems including online banking, ACH platforms, and reporting tools.
Maintain thorough documentation of system configurations, processes, and best practices.