Treasury Management Program Director

KEMBA Financial Credit Union; Columbus (OH); On-site; USD 93,000 - 189,000; Full time

Job summary

A leading financial institution in Columbus, OH is seeking a Treasury Management Program Director to oversee the strategic direction and execution of innovative treasury services. The role involves driving revenue growth through new client relationships and ensuring compliance with financial regulations. Ideal candidates will possess a Bachelor's degree in finance, strong leadership experience, and a deep knowledge of treasury products.

Qualifications

• 5+ years of experience in treasury management or commercial banking sales.
• 7+ years of leadership experience managing teams and programs.
• Deep understanding of payment systems and financial regulations.

Responsibilities

• Oversee strategic direction and execution of the Treasury Management Program.
• Drive deposit and revenue growth with commercial clients.
• Develop and implement treasury products and services.

Skills

Strong sales

Consultative approach

Treasury products knowledge

Communication skills

Negotiation skills

Education

Bachelor’s degree in finance or related field

Certified Treasury Professional (CTP)

Job description

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Title: Treasury Management Program Director

Reports to: Chief Sales Officer

Supervises: Treasury Management Sales and Support Specialists

Status: Exempt

Objective

Responsibilities

As a new position to the Credit Union, the Treasury Management Program Director is a senior leadership role that will have two primary responsibilities:

• Overseeing the strategic direction, development, and execution of the organization’s Treasury Management Program and services to enhance the member experience through innovative treasury solutions, and
• Driving deposit and revenue growth by identifying, developing, and closing treasury management opportunities with new and existing commercial clients, while ensuring a great member experience.
  
  

This role partners closely with relationship managers, branch managers, community resource team and back-office operations teams to deliver customized cash management solutions that meet member needs and enhance their financial operations.

Duties And Responsibilities

• Program Development:
• Works with partners, including accounting, operations, compliance, lending and sales teams to stand up Treasury Management for the Credit Union
• Defines strategic objectives, conduct market/member analysis, develop product and pricing offerings.
• Works with partners to implement Treasury Management products and services
• Establishes policies, procedures and risk controls
• Trains sales associates on products/services and identifying/referring Treasury Management opportunities
• Pilots and rolls out the program, including sales and marketing initiatives partnering with marketing and sales leaders, develop and launch sales and marketing initiatives
• Monitors performance and seeks to optimize program through continuous improvement efforts
• Program Sales Execution:
• Identifies and pursues new treasury management opportunities by conducting in-depth client needs assessments and delivering tailored solutions that support both acquisition and long-term retention
• Develops and executes strategic sales plans to achieve individual and team revenue goals, while maintaining a robust pipeline and preparing customized proposals, pricing models, and RFP responses
• Serves as a subject matter expert on treasury products such as ACH, wire transfers, remote deposit capture, fraud prevention tools, and liquidity management, while educating clients and internal partners on product features and implementation
• Partners with Commercial Relationship Managers and branch teams to ensure alignment on client relationships and deliver seamless, coordinated treasury management services across all channels
• Collaborates with implementation and operations teams to ensure smooth onboarding of treasury services and provides ongoing support to enhance client satisfaction and maximize product utilization
• Oversees vendor relationships for treasury services by managing contracts, ensuring service level agreements are met, and resolving performance issues to maintain high-quality service delivery
• Ensures all treasury sales activities comply with internal policies and regulatory requirements, while proactively identifying and mitigating risks associated with product implementation and usage
• Meets or exceeds assigned service and productivity goals established for this position
• Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
• Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
• On a self-directed basis, continues to improve individual level of competency through training and certification through established educational programs
• Relates to others beyond giving and receiving instructions:
• Communicates with coworkers or peers without exhibiting behavioral extremes
• Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
• Responds appropriately to feedback
• Performs other duties as required by management
  

Required Qualifications

• Bachelor’s degree in finance, Business Administration, or related field
• Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) designation preferred at time of hire or required within 12 to 18 months of hire
• 5+ years of experience treasury management and/or commercial banking sales experience, preferably within a credit union or financial institution
• 7+ leadership experience managing large teams and complex programs
• Deep understanding of treasury products, payment systems, and financial regulations
• Strong sales, consultative approach, and financial services acumen
• Strong communication, persuasion, and negotiation skills
• Ability to work in a fast-paced, target-driven environment
  
  

Physical Demands

The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.

The employee is regularly required to sit, use their hands, reach with their arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.

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Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Information Technology

• Industries

  Banking

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