Director, Treasury Services

Cornerstone Capital Bank

$120K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of sales and industry experience
  • Sales leadership experience managing a diverse team
  • Bachelor's degree; advanced degree preferred
  • Demonstrated coaching and sales marketing skills
  • Exceptional verbal and written communication skills
  • Superior analytical and quantitative skills
  • Familiarity with Microsoft Word, Excel, and PowerPoint

Responsibilities

  • Lead and manage a team of Treasury sales professionals
  • Build and maintain successful internal relationships
  • Monitor staff performance and provide coaching and feedback
  • Develop and implement strategies for client and market growth
  • Coordinate customer due diligence for new business relationships
  • Manage the budget to meet deposit and net income goals
  • Drive retention and growth of existing and new relationships

Benefits

  • Medical, Dental, and Vision insurance
  • 401K retirement plan
  • Paid Parental Leave
  • Short-Term and Long-Term Disability insurance
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) availability
  • Accidental Death insurance
  • Performance-based bonuses
Full Job Description
Who we are looking for:

We are seeking a Treasury Services Director to join our team! The Treasury Services Director will lead and develop Treasury Services Officers, Associates, and Analysts. You will play a key part in delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team. You will develop partnerships with Deposit Operations, Commercial Banking, and Finance teams. Develop and execute a strategy localized to target audience, growth, and product.

What you'll do:
• Lead, hire, and manage a team of Treasury sales professionals to achieve positive performance results
• Leads with direction and coordination building successful relationships
• Monitors staff performance, provides appropriate coaching, recognition and feedback
• Builds collaborative internal relationships with other internal partners
• Participates in partner meetings and communicates key Treasury Services messages in a timely and accurate manner
• Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
• Develop and implement client, market, people, and business strategies
• Solicits and coordinates the acquisition of new and expanded business relationships resulting in the overall growth of new business deposits.
• Orchestrates customer due diligence (CDD) and enhanced due diligence (EDD) on new business customers within their book of business as well as reviews new business customer files for completeness of documents and compliance with bank policy and regulatory requirements.
• Assist with the management of the budget to ensure that deposit volume and net income goals are met.
• Assist with the management of the sales and service efforts to ensure retention of existing relationships and growth of new relationships.
• Must deal effectively with business banking customers, have a great deal of initiative and tact, and be fully aware of all BSA/AML requirements.

What you'll need to be successful:

Success in this job relies on your time management skills, organization, and positive attitude. In addition, you'll need the following qualifications:
• Highly motivated, independent worker within a team-oriented culture.
• Excellent client management skills.
• Ability to communicate and present to large groups.
• Demonstrated sales coaching abilities including successful sales and marketing skills.
• Superior analytical and quantitative skills.
• Exceptional verbal and written communication skills.
• Knowledge of treasury products and solutions.
• Familiar with Microsoft Word, Excel, and PowerPoint.
• Bachelor's degree; banking school graduate or advanced degree preferred.
• Sales leadership experience with a demonstrated ability to build, direct and manage a sales/relationship management team of parallel size and scope.
• This position requires 7+ years of experience in sales and industry.

What we offer:

Because we recognize and reward hard work, we offer a competitive salary, Medical, Dental, Vision, Accidental Death, Long-Term Disability, Short-Term Disability, FSA, HSA, 401K, Basic Life, Voluntary Life, and Paid Parental Leave benefits, as well as the opportunity for a performance based bonus based on position and department.

Where you come in:

We are a great company with great people. We work in a tight-knit, goal-oriented team where our customers and other team members can rely on them to ensure accurate and timely service.

We invite you to explore Cornerstone and consider making this your last career destination.

What to do next: If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company. As many of our team members can tell you, there's something special about working at Cornerstone.

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