Treasury Management Program Director Job Columbus area,Ohio USA,Management

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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…