VP, Treasury Management Officer and Team Lead - Troy Michigan Location
Waterford Bank, N.A. · Troy, MI · 1 mo ago
FinanceFull-time
Essential Duties
- Independently generate new deposit and Treasury Management opportunities.
- Own and manage an assigned portfolio of Treasury client relationships.
- Lead pricing discussions and manage rate exceptions within approved authority.
- Achieve individual deposit growth and fee income targets.
- Conduct relationship strategy meetings and portfolio reviews.
Departmental Leadership & Supervision
- Provide day-to-day oversight of Treasury Management Specialists, Associate Portfolio Managers, and Portfolio Managers.
- Monitor workload distribution and ensure timely client servicing.
- Review proposals, pricing structures, and onboarding processes for consistency and quality control.
- Serve as escalation point for complex client, operational, or pricing matters.
- Support performance management, coaching, and staff development.
Operational & Risk Oversight
- Ensure consistent adherence to NACHA, Reg E, Reg CC, UDAAP, BSA/AML, and internal policies.
- Monitor exception reporting and operational controls.
- Partner with the Product & Operations Manager to address system, vendor, or compliance concerns.
- Aid in audit and regulatory exam preparation.
Strategic & Organizational Support
- Assist the Head of Treasury Management in executing departmental strategy and growth initiatives.
- Provide input into staffing plans, portfolio segmentation, and market expansion opportunities.
- Support implementation of process improvements and service model enhancements.
- Act as interim decision-maker in the absence of the Head of Treasury Management, as delegated.
Job Qualifications
- Bachelor's degree in Business, Finance, or related field preferred
- 7-12 years of banking experience with significant Treasury Management experience
- Proven success in business development, client relationship management, and revenue generation
- Prior leadership or supervisory experience preferred
- Strong knowledge of Treasury products, pricing, and portfolio management
- Ability to coach, mentor, and develop team members
- Strong decision-making and problem-solving skills
- Ability to manage competing priorities across client relationships and team responsibilities
- Strong understanding of regulatory and operational risk requirements
- Excellent communication and leadership presence