Treasury Director

Lake Trust Credit Union•Brighton Charter Township, MI

About The Position

This position will play a key role in driving Commercial deposit growth, Treasury Services and deepening business relationships within Lake Trust. Provide leadership to treasury sales team, collaborate with Commercial lending team and member engagement leaders. Building relationships with new and existing commercial and small business members; expanding relationships and uncovering needs. Cultivating and growing business relations and owning a portfolio. Ongoing review and evaluation of treasury products and services; for ongoing deepening of relationships and expansion of program. Analyze treasury products and services for expansion of delivery channel for Lake Trust. Delivery of growth goals in commercial deposits and treasury channel.

Requirements

Ability to analyze and interpret financial data
Knowledge of Commercial and Treasury product offerings.
Knowledge of member satisfaction analysis
Knowledge of credit union regulations, products, policies, procedures, and services.
Exceptional communication
Passion for engagement and relationship building.
Bachelor degree in business, finance, or related field or equivalent experience
Five to 7 years of progressive experience in Commercial Business Development and sales and/or Treasury Management.
Significant level of trust and diplomacy.
In-depth dialogues, conversations, and connection with members and non-members – gaining trust and understanding of needs and opportunities.
Five years of leadership experience in leading and managing a team.
Planning and organization – Set priorities and define actions, time and resources needed to achieve goals.
Networking within business organizations and explore business channels to expand exposure.
Reliable transportation and ability to travel up to 25%.

Nice To Haves

Certified Treasury Professional (CTP) or Accredited ACH Professional designation preferred and/or formal Commercial credit training

Responsibilities

Leadership of Treasury Engagement Team and development of team.
Oversees the strategic direction, development, and execution of treasury management program and services.
Manage Treasury Portfolio with ongoing growth in depth of portfolio, deposit growth, and treasury products growth.
Ownership of key business relationships and attracting new business accounts with ongoing ownership of deepening relationship within a portfolio.
Ensures onboarding satisfaction of Treasury members and follow up for ongoing relationship.
Ensures operational efficiency, client satisfaction, and strategic alignment between sales goals and service delivery acting as a key liaison between relationship managers, e-services, treasury sales/operations, and commercial team.