Director of Treasury Services

Clearview Federal Credit Union; Pennsylvania; On-site; USD 90,000 - 130,000; Full time

Job summary

A leading financial institution seeks a Treasury Services Manager to develop and oversee a comprehensive treasury program, enhance client relationships, and drive strategic initiatives. Ideal candidates will have extensive experience in treasury management and a relevant degree, contributing to a culture of innovation and excellence.

Qualifications

• 7+ years in treasury management, cash management, or financial leadership within a financial institution.
• Advanced knowledge of regulations and processes in treasury management.
• Ability to drive collaboration on projects.

Responsibilities

• Design and launch a Treasury Services department.
• Establish strong relationships with corporate clients.
• Monitor market trends for product development.

Skills

Leadership

Communication

Financial Management

Regulatory Knowledge

Collaboration

Education

Bachelor’s degree in Business/Finance

MBA Preferred

Job description

MINIMUM QUALIFICATIONS

• Bachelor’s degree in Business/Finance or related field required, MBA Preferred
• Possess 7+ years in treasury management, cash management, or financial leadership within a financial institution with experience in building or restructuring a treasury services program preferred
• Advanced knowledge of all applicable regulations, processes, and requirements for treasury management
• Excellent written and verbal communication skills with a proven ability to drive collaboration with other departments on projects and processes

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Leadership and Department Development– 30%
• Design and launch a Treasury Services department, defining its strategy and operational framework, establishing key performance indicators (KPIs) and objectives to measure departmental success
• Develop and manage comprehensive treasury service offerings, including cash management, liquidity solutions, payment processing, fraud prevention, and risk mitigation tools aligned with regulatory and industry best practices
• Foster a culture of innovation, collaboration, and excellence within the department
• Collaborate with executive leadership to align treasury strategies with corporate objectives
• Daily Operations Oversight – 50%
• Establish and maintain strong relationships with corporate and institutional clients, providing customized treasury solutions to optimize their financial operations
• Work closely with sales, relationship management, and marketing teams to promote treasury services and drive adoption
• Provide advanced support to members and employees, mentoring staff and working with members to achieve positive outcomes for the stakeholders in the most complex situations
• Represent Clearview at community and volunteer events
• Strategic Management – 15%
• Monitor market trends and competitive offerings to enhance product development
• Identify and drive process automation, improvement, and system efficiencies
• Monitor established KPIs and adjust tactics as needed to support organizational objectives
• Other duties as assigned – 5%
• Endorse and embrace Clearview’s Commitment to Leadership which outlines management expectations for culture, communication, employee development, managing effectiveness, and community engagement.

Clearview values diversity in its workforce. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.