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Treasury Management Director

Company: Union Bank of Michigan
Location: Grand Rapids
Posted on: September 23, 2022

Job Description:

Position SummaryThe Treasury Management Director is integral in building the Treasury Management program creating the products/services and implementation of the platform enhancements to drive new business into Treasury Management; and leading the sales process. Responsible for generating revenue through the sales of Treasury Management Solutions to bank prospects and clients. Interacts with business partners and external sources to identify sales opportunities. Achieve product sales revenue expectations and profitability, while meeting all compliance/risk management requirements. Conduct educational events for internal partners as well as external industry groups, centers of influence and clients.
Essential functions

  • Leads new product development and product functionality, pricing, and positioning to ensure profitability and competitiveness.
  • Partners on system enhancements and implementations relating to products and services for Treasury Management.
  • Coordinate and be the liaison for the bank for third-party relationships as it relates to commercial and business credit cards, lockbox, and others commercial treasury management services.
  • Monitors industry trends and benchmarks and provides feedback to business managers to ensure best practices are used and appropriate products are offered.
  • Build and maintain a network of business resources and form relationships with internal and external referral sources
  • Work closely with Relationship Managers and Sr. Management to identify prospective business opportunities.
  • Provides education and training to internal bank team on commercial deposit products.
  • Using a consultative sales approach, assesses the needs of customers to offer Treasury Management solutions.
  • Complete Treasury Management sales utilizing the bank sales model and best practices including recordkeeping in Bank CRM and various internal reporting.
  • Facilitates demos of treasury products and services with prospects.
  • Responds to RFP's for treasury products and services.
  • Promote bank through industry presentations and events, such as performing educational sessions on Treasury related products as a resource to area businesses.
  • Engage in conversation with customers to identify opportunities for sales of Treasury Management products and services including referring to the appropriate staff.
  • In collaboration with retail branch management, opens all new Treasury Management accounts for business customers while cross selling bank products and services based on customer needs, including collection of necessary supporting documentation.
  • Assists Deposit Operations staff with verification of product set up accuracy.
  • Provides ongoing support to clients on accurate and effective functioning and use of treasury products and services.
  • Assist Branch Manager with consumer loans - quoting rates, payments, requirements, completing applications, etc.
  • Other:
    • Familiar with and abides by all bank regulations including but not limited to BSA/AML and OFAC.
    • Other duties as assigned by EVP, Chief Lending Officer.
      Working Conditions of the Job
      • Stationed in an office and/or on the computer 25% of the time.
      • Ability to travel to work at different Bank locations and with clients/prospects at their location.
      • No particular hazards on the job.Expectations
        • Dependability and reliability to support an environment of positivity and teamwork.
        • Adheres and enforces all established policies and procedures.
        • Displays the maturity and professionalism that comes with this role.
        • Effectively communicates with internal and external contacts.
        • Ownership of completing assigned tasks as well as initiative to take on new tasks as needs develop.
        • Upholds professional representation of the bank while in training atmospheres or outside job functions as well as maintain professional communication with presenters, trainers, management and fellow team mates.
        • Ability to work harmoniously and collaboratively with all other departments in a manner that positively grows interdepartmental relationships.
        • Fosters an environment that ensures goals are met not only for the department but for the company as a whole.Job QualificationsEducation & Work Experience:
          • Bachelor's Degree in Business, Accounting, Finance or related field preferred.
          • Certified Treasury Professional Preferred
          • 5+ years similar banking/treasury management experience required.
          • Minimum 5+ years prior sales experience preferred.Required Knowledge, Skills, Abilities, Training and Experience:
            • Extensive Treasury Management Sales Experience with complex products and technology
            • Expert knowledge of internal banking environment and treasury management products and services
            • Superior financial/business acumen and analytical skills with proven sales and relationship building skills.
            • Excellent leadership, communication and negotiation skills
            • Knowledge of industry compliance and risk management standards
            • Excellent interpersonal skills including listening, verbal and written communication between co-workers and customers.
            • Exemplary customer service skills.
            • Ability to follow directions and be attentive to details and accuracy.
            • Proficient in Microsoft Office applications.
            • Strong mathematical aptitude.
            • Ability to retain confidential information.
            • Ability to work independently.
            • Exemplify professional appearance guidelines as stated within the company policies.
            • Professional phone etiquette required for both internal and external communication.
              EEO Statement:Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.This job description does not list all of the duties of the job. Supervisors or managers often assign other additional duties. This job description may be revised at any time. This job description is not a contract for employment, and either the employee or employer may terminate employment at any time for any reason.

Keywords: Union Bank of Michigan, Grand Rapids , Treasury Management Director, Executive , Grand Rapids, Michigan

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