Treasury Mgmt Strategy & Execution Manager
About The Position
The Treasury Management Strategy & Execution Manager supports the execution of Treasury Management strategic initiatives, particularly initiative rollouts for the Sales team supporting CRB (Consumer and Regional Banking). The role partners with Sales Managers to define tools, reporting, and processes that help colleagues meet sales goals and align with strategic plans. It drives continuous improvement to strengthen sales discipline and processes, and uses market information and internal data to identify transformation opportunities and areas for sales improvement. The manager prepares materials demonstrating Sales performance and progress, supports multiple initiatives, and serves as a subject matter expert on certain engagements. The position has oversight of the sales process, sales discipline, delivery model, and sales performance scorecards. It is responsible for content and continued development of Treasury Management sales training, and collaborates with partners in Product, Technology, Operations, Risk, customer segments, and other areas to advance sales organization effectiveness and efficiency.
Requirements
- Bachelor’s degree.
- 10+ years of Banking experience.
- 7+ years of management experience within Treasury Management.
Nice To Haves
- Deep knowledge of cash management concepts, Treasury Management, and Liquidity products.
- Working knowledge of Treasury Management Sales processes, responsibilities, goals, and objectives.
- Proficiency with Microsoft Word, PowerPoint, Excel, and reporting tools.
Responsibilities
- Collaborate with finance, risk management, and other departments to deliver enhancements and reporting.
- Ensure compliance with internal controls and regulatory requirements.
- Provide regular updates to senior leadership on Sales progress and performance.
- Participate in evaluating new technologies and sales tools for Treasury Management.
- Assist in developing and delivering training programs for the CRB Treasury Management sales team.
- Monitor and report key Treasury Management sales metrics and performance indicators for the CRB Sales team.
- Develop management presentations and materials on a regular basis.
- Support Treasury Management strategic initiatives, particularly rollouts for the CRB Sales team.
- Partner with Sales Managers to define tools, reporting, and processes that support sales goals and strategic plans.
- Drive continuous improvement in sales discipline and processes, using market information and internal data to identify transformation and sales improvement opportunities.
- Oversee the sales process, sales discipline, delivery model, and sales performance scorecards.
- Develop and maintain Treasury Management sales training content.
- Collaborate with Product, Technology, Operations, Risk, customer segments, and other business partners to improve sales organization effectiveness and efficiency.
- Perform other duties as assigned.
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
- Eligibility to participate in an applicable incentive compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Manager
