Director of Treasury Management

Equity Bank•Wichita, KS

52d•Onsite

About The Position

Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we'll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.

Requirements

Bachelor's degree
5+ years of experience in Treasury Management services with a financial institution required
Experience in a fast-paced environment, handling multiple projects simultaneously
Experience leveraging systems and available technology to automate processes for efficiency and scalability
Must have strong communication skills, oral and written
Ability to lead a team of Treasury Professionals
Strong analytical and organizational skills
Proficiency using Microsoft Word and Excel

Nice To Haves

Previous Banking Experience
2-5 years supervisory experience
• Bachelor's degree in Business, Finance, Accounting or related field preferred

Responsibilities

Oversee a centralized team that evaluates opportunities, onboards customers, and cross sell services.
Collaborate with Treasury Management Officers (TMO)
Host recurring meetings with TMO's
Train, guide, and support TMO's
Develop & track goals for TMO's
Assist in the sales process and growth of Treasury Services
Search for opportunities with existing business customers
Improve profitability of Treasury Services
Perform profitability analysis
Track fee waivers and report to deposit committee
Performs customer setups on multiple platforms and systems; interacts with software vendors to handle systems or customer support issues
Manage the account opening process specific to analysis accounts
Comfortable diagnosing and problem-solving technical issues over the phone and via email
Knowledge of Bank operations and Treasury Management products including but not limited to: Business Online Banking, RDC, ACH, Wires, Lockbox Operations, Installing/downloading PC software, etc.
Seek out new Treasury products/services
Manage Treasury Services vendors
Works closely with the Bank's commercial customers in a professional and responsive manner in order to meet the customers' needs
Provides Treasury Management product support by reviewing set up documentation for accuracy and completing system set up of services for clients
Monitors system operations; resolves problems, issues, and assists with questions
Quarterly Newsletter - Existing customers
Quarterly email communication to market leaders, branch managers etc. regarding opportunities, featured services, reminders, etc.
Helps in the coordination and support of audits and examinations; coordination and support of RDC/ACH risk assessments
Must be familiar with treasury systems/platforms and controls that provide accurate and timely information within the bounds of regulatory and policy compliance
Collaborate with cross-functional teams to implement best practices in compliance with SOX controls
Considerable experience in and up-to-date knowledge of the principles and concepts of Treasury Management and banking
Considerable knowledge of business principles and practices, and federal/state statutory and regulatory requirements related to investments and banking
Responsible for adhering to the reporting and recordkeeping requirements of the Bank Secrecy Act and Anti-Money Laundering rules and regulations, Office of Foreign Asset Control (OFAC), the Bank's customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and participation in ongoing related training
Maintain current knowledge of all federal and state laws and regulations, along with the Bank's policies and procedures
Responsible for compliance with applicable laws, rules and regulations impacting Treasury Management services
Demonstrated ability to plan, organize, direct and manage the work of a professional staff
Demonstrated ability to work effectively with staff, management, auditors, and other officials at the highest levels with regard to Treasury Management, banking, and investment activities
Responsible for all training applicable to the position and all training applicable to the Treasury Management Team
Develop and administer incentive program for team.
Develop a detailed scorecard for Treasury