Director, Treasury Services

Cornerstone Home Lending•Plano, TX

1d•$150,000 - $200,000•Onsite

About The Position

The Treasury Services Director will lead and develop Treasury Services Officers, Associates, and Analysts. This role plays a key part in delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team. The Director will develop partnerships with the Residential Home Lending division, Deposit Operations, Commercial Banking, and Implementation teams. A core responsibility is to develop and execute a strategy localized to target audience, growth, and product.

Requirements

Highly motivated, independent worker within a team-oriented culture.
Excellent client management skills.
Ability to communicate and present to large groups.
Demonstrated sales coaching abilities including successful sales and marketing skills.
Superior analytical and quantitative skills.
Exceptional verbal and written communication skills.
Knowledge of treasury products and solutions.
Familiar with Microsoft Word, Excel, and PowerPoint.
Sales leadership experience with a demonstrated ability to build, direct and manage a sales/relationship management team of parallel size and scope.
7+ years of experience in sales and industry.

Nice To Haves

Banking school graduate or advanced degree preferred.

Responsibilities

Lead, hire, and manage a team of Treasury sales professionals to achieve positive performance results
Leads with direction and coordination building successful relationships
Monitors staff performance, provides appropriate coaching, recognition and feedback
Builds collaborative internal relationships with other internal partners
Participates in partner meetings and communicates key Treasury Services messages in a timely and accurate manner
Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
Develop and implement client, market, people, and business strategies
Solicits and coordinates the acquisition of new and expanded business relationships resulting in the overall growth of new business deposits.
Orchestrates customer due diligence (CDD) and enhanced due diligence (EDD) on new business customers within their book of business as well as reviews new business customer files for completeness of documents and compliance with bank policy and regulatory requirements.
Assist with the management of the budget to ensure that deposit volume and net income goals are met.
Assist with the management of the sales and service efforts to ensure retention of existing relationships and growth of new relationships.
Must deal effectively with business banking customers, have a great deal of initiative and tact, and be fully aware of all BSA/AML requirements.