Jobs · Finance · Michigan

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

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