Director, Non-Bank Financial Institutions, Treasury Management Officer

Scotiabank•New York, NY

9d•$194,700 - $326,200•Onsite

About The Position

The Director, Treasury Management Officer (TMO) partners closely with Corporate & Investment Bankers and oversees a focused portfolio of US-headquartered insurers, asset managers, financial sponsors, and pensions with annual revenues greater than $2 billion. The role serves as a trusted advisor and single point of contact across markets, providing dedicated Global Transaction Banking (GTB) coverage across products. TMOs are organized by industry sector and coordinate overall GTB relationships with in-country subsidiary coverage to provide clients with a consistent and simplified experience. Drawing on expertise in global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital solutions, and digital transformation, the Director strengthens existing relationships, prospects for new business, and connects clients with strategic partners. The position delivers Scotiabank’s global value proposition and local transaction banking platform, and provides an opportunity to help shape transaction banking in the NBFI sector through globally impactful client solutions. The role has one direct report and contributes to a customer-focused, inclusive, high-performance team culture. It is based in Dallas, Texas. Scotiabank describes its flexible benefit programs as supporting employees’ family, financial, physical, mental, and social health needs.

Requirements

At least 6 years of transaction banking experience, including global cash management, liquidity management, trade and working capital solutions, and/or corporate or global banking experience.
Knowledge and understanding of transaction banking products, credit and risk processes, and pricing philosophy.
Demonstrated ability to create and execute an industry strategy aligned with sales goals.
Excellent communication skills and a track record of building relationships with internal partners, clients, and prospects.
Accountability and urgency in achieving goals.
Proven negotiation and active listening skills, with critical and strategic thinking.
Concern for and regard for operational and enterprise risk management.
Demonstrated experience meeting or exceeding sales goals as a top individual contributor.
Prior experience communicating effectively with executive audiences, internally and externally.
Strong creative solution skills and motivation for process improvement.
Proven ability to prioritize competing priorities and lead small groups while delegating tasks.
Bachelor’s degree, MBA, or equivalent.
Strong strategic and tactical planning, sales and sales management, leadership, coaching, interpersonal, negotiation, influencing, analytical, written and verbal communication, and client experience skills.

Nice To Haves

International banking experience.
Spanish or French language competency.

Responsibilities

Lead and drive a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
Develop and implement strategies to identify and secure new transaction banking business across the Bank’s global footprint while managing and expanding existing client relationships to maximize revenue growth.
Serve as the primary transaction banking relationship contact for CFOs, Treasurers, VPs of Finance, and Controllers, providing industry-focused payment modernization solutions in a consultative, client-driven manner.
Build an internal network across countries, products, and functions to deliver a comprehensive global client experience.
Lead delivery of tailored thought leadership to markets, prospects, and clients with solution and product partners through client roundtables, industry conferences, webinars, and client events.
Deliver a seamless end-to-end client experience through stakeholder management and collaboration with solution specialists, and lead business process reviews aligned with key sales opportunities.
Share industry best practices, ideas, and strategies, and partner with internal product stakeholders to represent client perspectives in the development and evolution of complex products and solutions.
Lead relationship capital allocation, RoRWA returns, and pricing strategy and discussions with internal partners.
Collaborate with Group Treasury, Global Risk Management, Capital Markets, Corporate & Investment Banking, Global Operations, Fulfillment, and Servicing.
Build a high-performance environment and implement a people strategy to attract, retain, develop, and motivate the team by fostering inclusion, coaching, communicating vision and strategy, and managing succession and development planning.