Manager of Treasury Management Services

QCR Holdings•Davenport, IA

37d

About The Position

The Manager of Treasury Management Services is responsible for overseeing the implementation of Treasury Management products and services while supervising the Treasury Management Services team. This position will collaborate with other teams to enhance calling efforts, provide technical support and training to clients, manage service-related issues and ensure a high level of client satisfaction.

Requirements

Bachelor's degree in business, finance or related field; or equivalent combination of education and experience required.
Minimum 3 years of experience in treasury management; financial services industry experience desired.
Minimum 2 years supervisory/management experience desired.
Capability to work and collaborate with a variety of individuals and groups in a constructive and professional manner.
Demonstrate strong leadership and management skills.
Demonstrate strong client service, verbal and written communication skills, including presentation skills.
Demonstrate thorough knowledge of the banks and treasury management services and products.
Excellent organizational skills with the ability to organize and manage a variety of projects and tasks.
Capability to manage sensitive information and uphold confidentiality.
Capability to utilize various banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.

Responsibilities

Oversee the department's recruitment, selection, performance management, training, coaching and development of team members.
Set and monitor annual goals and performance incentives for the service team.
Ensure accurate documentation, including signature cards, agreements, and analysis statements.
Monitor and coordinate Treasury Management Department workflows, review for process improvements, and implement changes as needed.
Provide input to policies, procedures, and agreements for Treasury Management products and services to ensure they meet regulatory requirements.
Collaborate with business lines throughout the bank to identify sales opportunities and cross-sell bank services.
Research client/prospect data to perform needs analysis, financial/cost-benefit analysis, and prepare customized sales proposals and presentations.
Conduct business development and servicing calls to client locations, sometimes accompanied by other officers.
Assess client needs and recommend effective strategies for products and services.
Ensure the full integration of the bank's products and services with existing client relationships.
Provide on-site installation, technical support and training for treasury management clients.
Assist with the development and introduction of new products, including assisting with outside sales, training, and implementation.
Identify prospective users of products and expand product revenue through sales to new and existing customers.
Follow a consultative sales approach to assess customer needs, propose solutions, and structure pricing based on value provided or market conditions.
Coordinate with internal teams and external vendors for implementations, system upgrades, and product testing.
Maintain current industry knowledge and remain up to date on trends and product developments to improve offerings and client experience.
Participate in community events which may be professional, civic or community groups.
Comply with all company or regulatory policies, procedures and requirements applicable to this position.
Foster and preserve a culture of inclusion.
Additional duties and responsibilities may be required to support the company's mission, vision and values.