Treasury Management Program Director

Treasury Management Sales Support ManagerReports to: Vice President of Commercial ServicesSupervises: Treasury Management Sales SpecialistsStatus: ExemptObjectiveThe Treasury Management Sales & Support Manager is a critical leadership role responsible for leading a team that supports the sales, onboarding and servicing of treasury management products for commercial clients. This role ensures operational efficiency, client satisfaction, and strategic alignment between sales goals and service delivery. The manager acts as a key liaison between relationship managers, treasury sales specialists, operations, and clients to ensure seamless execution of treasury solutions.Duties and ResponsibilitiesWorks with partners, including accounting, operations, compliance, lending and sales teams to stand up Treasury Management for the Credit UnionDevelops, implements, and maintains comprehensive policies and procedures for Treasury Management onboarding, servicing, and support functionsUpon program buildout, leads and manages a team of Treasury Specialists focused on onboarding, servicing, and supporting commercial clients; Monitor team performance, set goals, and provide coaching and development opportunitiesOversees the tracking, management, and reporting of Treasury Management referrals from internal partners; ensure timely follow-up, accurate documentation, and conversion tracking to support sales effectiveness and pipeline visibilityServes as a subject matter expert on treasury products including ACH, wire transfers, remote deposit capture, fraud prevention tools, and liquidity managementTrains new hires and partner sales teams on products/services and identifying/referring Treasury Management opportunitiesPilots and rolls out the program, including sales and marketing initiatives partnering with marketing and sales leadersOversees and collaborates with Treasury Management Sales Specialists to develop customized solutions and proposals for clientsOversees vendor relationships within Treasury Management (TruTreasury), ensuring compliance with service-level agreements, evaluating performance metrics, and coordinating issue resolution to maintain operational efficiency and risk controlAssists in the development and management of the Treasury Management program budget, including forecasting, tracking expenditures, and identifying cost-saving opportunities to support strategic financial planningOversees the implementation and servicing of treasury products including ACH, wires, remote deposit capture, fraud prevention tools, and online banking platformsTeam to serve as the main point of contact for clients during the onboarding process for treasury management servicesTeam to provide post-sale support and ongoing consultation to optimize client satisfaction and product utilizationEnsures timely and accurate onboarding and servicing of clients, maintaining high levels of client satisfactionIdentifies and leads continuous improvement efforts; Partner with internal departments (Operations, Compliance, IT, Risk) to resolve issues and improve processesMaintains a deep understanding of treasury products, industry trends, and regulatory requirementsDevelops and maintains documentation, training materials, and process workflows to support team efficiencyAnalyzes service metrics and client feedback to identify areas for improvementSupports educating clients on product functionality, usage, and best practices through virtual or in-person training sessionsSupports strategic initiatives and contribute to product development and enhancement discussionsEnsures all sales activities comply with internal policies and regulatory requirements; identifying and mitigating potential risks associated with treasury services.Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures including data security protocolsAssists in other areas as directed by Credit Union managementDevelop an understanding of credit union history, philosophy, organization, policies, and operational proceduresOn a self-directed basis, continue to improve individual level of competency through training and certification on established educational programsRelates to others beyond giving and receiving instructions:Works well with partners and peersPerforms work activities requiring negotiating, instructing, supervising, persuading, or speaking with othersResponds appropriately to feedbackRequired QualificationsBachelor’s degree in Business, Finance, or related field required; MBA or professional certification (e.g., CTP) preferred5+ years of experience in treasury management, banking operations, or commercial client services2+ years of leadership or team management experienceStrong knowledge of treasury products and banking systemsExcellent communication, leadership, and problem-solving skillsAbility to manage multiple priorities and work cross-functionallyProficiency in Microsoft Office Suite and CRM platformsExperience with treasury platforms and onboarding toolsFamiliarity with banking regulations (e.g., NACHA, Reg E, BSA/AML)Proven ability to drive process improvements and enhance client experienceStrong analytical skills and attention to detailOther DetailsTravel in market required as needed for client meetings, training, or team collaborationPhysical DemandsThe physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.The employee is regularly required to sit, use their hands, reach with their arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment. #J-18808-Ljbffr