Director, Treasury Management Banking

1 month ago


Denver, United States Fortis Bank Full time
Summary

The Fortis Bank Treasury Management Banker is responsible for effectively partnering with existing and prospective commercial clients to offer depository and treasury management solutions in the Denver market. This role requires a deep understanding of treasury products and services and the ability to deliver innovative solutions that meet the unique needs of each client. The ideal candidate will be comfortable working incorporating new and effective ways to achieve better results.

Responsibilities

Client Relationship Management
  • Develop and maintain strong relationships with commercial clients to understand their business needs and treasury management goals.
  • Act as the primary point of contact for treasury management products and services, including but not limited to cash management, payment processing, and fraud prevention services.
  • Manage all elements of the treasury management sales cycle, including, but not limited to business development, prospect qualification, needs analysis, closing, and implementation of services.
  • Conduct regular client reviews to assess each client's current products and services ro identify opportunities for additional products or enhancements.
  • Actively patriciate in the development and execution of market business plans to cross-sell depository and treasury solutions to our existing client base.
  • Collaborate with internal teams, including Commercial Banking and Client Services, coordinating joint calling efforts to cross-sell treasury products and services to meet each client's unique needs.
  • Prepare and deliver tailored proposals and presentations to clients, demonstrating the value of recommended solutions.
Industry Knowledge and Risk Management
  • Stay informed of industry trends, regulatory changes, and technological advancements affecting treasury management.
  • Monitor the competitive landscape and identify opportunities to enhance the bank's treasury product offerings.
  • Participate in networking events, industry conferences, and client forums to represent the bank and build professional relationships.
  • Ensure all treasury management activities comply with bank policies, regulatory requirements, and risk management frameworks.
  • Conduct thorough due diligence on new clients and periodically review existing clients to mitigate risk.
  • Maintain accurate records and documentation for all treasury management activities.
Qualifications
  • Bachelor's Degree in Finance, Business Administration, or a related field; MBA or other advanced degree preferred.
  • Minimum of 7-10 years of experience in treasury management, commercial banking, or a related financial services role.
  • Strong knowledge of treasury products, including cash management, payment systems, liquidity management, and risk mitigation tools.
  • Proven track record of building and maintaining client relationships, with a focus on consultative sales.
  • Embodies the Fortis Bank culture principles and competencies and consistently demonstrating a positive, ambitious, and solution-oriented attitude with clients and team members.
  • Proficient and experienced in Microsoft Office suite products and technology, including but not limited to: Outlook, Microsoft Teams, Word, Excel, and PowerPoint.
  • Strong ability to adapt to systems and technology, including but not limited to: Salesforce, banking core systems, and common office collaboration products.
  • Communicates effectively and professionally, both verbally and via e-mail and other chat tools.
  • Excellent organizational skills, regularly demonstrating the ability to multitask, prioritize, and manage time efficiently.
  • Demonstrates strong interpersonal skills, with the ability to build meaningful professional relationships with senior management and team members.


ADDITIONAL INFORMATION

Reporting Structure: Reports to the Colorado Market President

Office Requirements: This position offers a hybrid work schedule and is required to work in a Fortis Bank office location at least 4-5 days per week.

  • Denver, Colorado, United States Fortis Bank Full time

    Job Title: Director, Treasury Management BankingJob Summary:The Director, Treasury Management Banking will be responsible for effectively partnering with existing and prospective commercial clients to offer depository and treasury management solutions in the Denver market. This role requires a deep understanding of treasury products and services and the...


  • Denver, Colorado, United States Fortis Bank Full time

    Job Title: Director, Treasury Management BankingJob Summary:The Director, Treasury Management Banking will be responsible for effectively partnering with existing and prospective commercial clients to offer depository and treasury management solutions in the Denver market. This role requires a deep understanding of treasury products and services and the...


  • Denver, Colorado, United States Fortis Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Treasury Management Banking Director to join our team at Fortis Bank. As a key member of our commercial banking team, you will be responsible for effectively partnering with existing and prospective clients to offer depository and treasury management solutions in the Denver market.Key...


  • Denver, Colorado, United States Fortis Bank Full time

    Job SummaryThe Fortis Bank Treasury Management Banker is responsible for effectively partnering with existing and prospective commercial clients to offer depository and treasury management solutions in the Denver market. This role requires a deep understanding of treasury products and services and the ability to deliver innovative solutions that meet the...

  • Treasury Director

    2 weeks ago


    Denver, Colorado, United States Prime Therapeutics Full time

    Job Title: Treasury DirectorPrime Therapeutics is seeking a highly skilled Treasury Director to join our team. As a key member of our Finance department, you will be responsible for developing and executing department strategy, managing day-to-day operations, and working cross-functionally with the organization to effectively manage corporate liquidity.Key...

  • Treasury Director

    6 days ago


    Denver, Colorado, United States Prime Therapeutics Full time

    Job Title: Treasury DirectorJob Summary:The Treasury Director is a key member of the Finance team at Prime Therapeutics, responsible for developing and executing department strategy, managing day-to-day operations, and working cross-functionally with the organization to effectively manage corporate liquidity. This role requires strong leadership and...


  • Denver, Colorado, United States Bridgepoint Investment Banking Full time

    About Bridgepoint Investment BankingBridgepoint Investment Banking is a next-generation investment bank that prioritizes impact, growth, and entrepreneurship. We offer a unique platform for senior investment bankers to utilize their skills and expertise to provide uncompromised and impactful advice and solutions to our clients.Job SummaryWe are seeking an...


  • Denver, Colorado, United States Bridgepoint Investment Banking Full time

    WHO WE AREBridgepoint Investment Banking is a next-generation, impact-focused investment banking firm that delivers top-notch results for family and founder-owned businesses. We're passionate about creating a vibrant and dynamic environment for Wall Street rockstars, with a focus on integrity and core values.WHAT WE'RE LOOKING FORWe're seeking a Managing...


  • Denver, Colorado, United States Fortis Bank Full time

    Job SummaryThe Fortis Bank Treasury Management Banker is a key role that requires a deep understanding of treasury products and services. The ideal candidate will be responsible for effectively partnering with existing and prospective commercial clients to offer depository and treasury management solutions in the Denver market.Key ResponsibilitiesDevelop and...


  • Denver, Colorado, United States Fortis Bank Full time

    Job SummaryThe Fortis Bank Treasury Management Banker is a key role that requires a deep understanding of treasury products and services. The ideal candidate will be responsible for effectively partnering with existing and prospective commercial clients to offer depository and treasury management solutions in the Denver market.Key ResponsibilitiesClient...


  • Denver, Colorado, United States Lakeshore Talent Full time

    Job Title: Treasury SupervisorLakeshore Talent is seeking a highly skilled and detail-oriented Treasury Supervisor to support an international organization headquartered in Denver, CO. The ideal candidate will manage key treasury functions and have strong experience in treasury operations and global banking knowledge.Job Summary:The Treasury Supervisor will...


  • Denver, Colorado, United States Lakeshore Talent Full time

    Lakeshore Talent Seeks Experienced Treasury SupervisorWe are seeking a highly skilled and detail-oriented Treasury Supervisor to join our team at an international organization headquartered in Denver, CO. The ideal candidate will have strong experience in treasury operations and global banking knowledge, with a proven track record of managing key treasury...


  • Denver, Colorado, United States Lakeshore Talent Full time

    Job Title: Treasury Operations ManagerJob Summary:Lakeshore Talent is seeking a highly skilled Treasury Operations Manager to support an international organization headquartered in Denver, CO. The ideal candidate will manage key treasury functions and have strong experience in treasury operations and global banking knowledge.Key Responsibilities:Manage...


  • Denver, United States Bridgepoint Investment Banking Full time

    WHO WE AREAt Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored...


  • Denver, Colorado, United States Western Alliance Bank Full time

    Senior Treasury Management Advisor I Role SummaryAs a Senior Treasury Management Advisor I, you will play a critical role in developing new Treasury Management business, expanding existing relationships, and delivering exceptional services to customers. This position requires a strong understanding of Treasury Management products, services, and industry...

  • Treasury Analyst

    2 weeks ago


    Denver, Colorado, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly skilled Treasury Analyst to join our team at IMA Financial Group. As a key member of our finance team, you will play a critical role in supporting our treasury operations and ensuring the smooth management of our cash and financial resources.Key ResponsibilitiesAssist with daily treasury functions, including cash...

  • Treasury Supervisor

    3 weeks ago


    Denver, United States Lakeshore Talent Full time

    Lakeshore Talent is seeking a proactive, detail-oriented, and collaborative Treasury Supervisor to support an international organization headquartered in Denver, CO. The ideal candidate will manage key treasury functions and have strong experience in treasury operations and global banking knowledge. What You Can Expect:Location: Denver, CO (DTC area)Hybrid...

  • Treasury Supervisor

    3 weeks ago


    Denver, United States Lakeshore Talent Full time

    Lakeshore Talent is seeking a proactive, detail-oriented, and collaborative Treasury Supervisor to support an international organization headquartered in Denver, CO. The ideal candidate will manage key treasury functions and have strong experience in treasury operations and global banking knowledge. What You Can Expect:Location: Denver, CO (DTC area)Hybrid...

  • Treasury Supervisor

    3 weeks ago


    denver, United States Lakeshore Talent Full time

    Lakeshore Talent is seeking a proactive, detail-oriented, and collaborative Treasury Supervisor to support an international organization headquartered in Denver, CO. The ideal candidate will manage key treasury functions and have strong experience in treasury operations and global banking knowledge. What You Can Expect:Location: Denver, CO (DTC area)Hybrid...

  • Treasury Manager

    2 weeks ago


    Denver, Colorado, United States AEG Full time

    Job SummaryWe are seeking an experienced Treasury Manager to join our team in Denver, Colorado. The ideal candidate will have a strong understanding of treasury operations, cash management, and debt management.Key ResponsibilitiesMonitor and manage cash positions to ensure sufficient funds for payroll, accounts payable, and other cash commitments.Approve...