Treasury Growth & Relationship Leader

Lake Trust Credit Union; Brighton (AL); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Financial wellbeing services

401(K) matching with up to 5% match

Reduced health insurance

Employee wellbeing services

DE&I initiatives

Work-life balance

Job summary

Lake Trust Credit Union is seeking a Treasury Director to lead treasury engagement, drive commercial deposit growth, and deepen member relationships across commercial and small business accounts. You will provide leadership to treasury sales teams and collaborate with lending and member engagement to expand offerings.

The role requires strategic oversight of treasury management programs, portfolio growth, and delivery of treasury services.

Qualifications

• Five to seven years of progressive experience in Commercial Business Development and sales and/or Treasury Management.
• Significant level of trust and diplomacy.
• In-depth dialogues, conversations, and connection with members and non-members – gaining trust and understanding of needs and opportunities.

Responsibilities

• 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.

Skills

Exceptional communication

Relationship building

Financial data analysis

Commercial & Treasury knowledge

Regulatory knowledge (credit union)

Education

Bachelor degree in business, finance, or related field or equivalent experience

Job description

Lake Trust Credit Union is seeking a Treasury Director to lead treasury engagement, drive commercial deposit growth, and deepen member relationships across commercial and small business accounts. You will provide leadership to treasury sales teams and collaborate with lending and member engagement to expand offerings.

The role requires strategic oversight of treasury management programs, portfolio growth, and delivery of treasury services.