Bank First

Senior Director-Treasury Management Solutions

Bank First$175K — $232K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of Treasury Management experience
  • Proven leadership in managing sales and client service teams
  • Success in lead generation and boosting revenue
  • Strong business acumen and analytical skills
  • Excellent communication and collaboration abilities

Responsibilities

  • Develop and execute product strategy aligned with company goals
  • Lead vendor relationships and technology decisions
  • Manage budgets for line of business growth and profitability
  • Plan product roadmap in collaboration with key stakeholders
  • Build and lead high-performing product and support teams
  • Foster cross-functional collaboration across client journey stages
  • Conduct market and competitive analysis to inform product requirements
  • Monitor product performance metrics and drive continuous improvement
  • Develop product launch and go-to-market strategies
  • Represent the bank at industry forums and media engagements

Benefits

  • Comprehensive benefits supporting holistic wellbeing
  • Various professional development and training opportunities
  • Incentive eligibility for all roles except internships
Full Job Description
As Senior Director of Treasury Management Solutions, the primary responsibilities are to shape and lead our product and delivery strategy, provide management and leadership to the Product, Delivery and Support teams within Treasury Management, and to ensure the successful execution of our product and delivery roadmap. The director will define the strategy, set clear objectives and guide the team to deliver an exceptional Treasury Management experience that aligns with the bank’s goals and core client needs. The ability to collaborate cross-functionality with all stakeholders will be instrumental to ensuring the success of our products, delivery platform and drive business growth.

Essential Functions/Responsibilities

  • Develop and Execute Product Strategy: Define and communicate a clear vision and strategy that aligns with the company's overall objectives and market trends. Continuously evaluate market dynamics, customer needs, and competitive landscape to identify opportunities and drive continuous improvement.
  • Provide Vendor Relationship leadership and direction on technology and partner decisions.
  • Budget management and executive scorecard and management to support line of business growth, expense control and profitability
  • Product Roadmap Planning: Collaborate with key stakeholders, including executives, sales and market leadership, IT, Operations, Marketing, Digital and Sales teams, to prioritize and build a comprehensive roadmap. Ensure that initiatives are aligned with customer requirements, business goals, and resource availability.
  • Team Leadership and Development: Build and lead high-performing product management, delivery and support teams, providing guidance, mentorship, and professional development opportunities. Foster a culture of collaboration, innovation, and accountability within the team.
  • Cross-Functional Collaboration: Collaborate closely with core line of business partners to ensure smooth coordination and alignment across all stages of the client journey and product lifecycle. Foster effective communication and collaboration to deliver an exceptional experience that meets core client needs.
  • Market and Competitive Analysis: Conduct thorough market research, analyze customer feedback, and monitor industry trends to identify opportunities and define product requirements. Keep a close eye on competitors' offerings, differentiators, and market positioning to developstrategies that ensure our products remain competitive.
  • Product Performance and Metrics: Define and monitor key product performance metrics, such as revenue growth, customer adoption, customer satisfaction, and user engagement. Use data-driven insights to continuously improve products and drive business growth.
  • Product Launch and Go-to-Market Strategy: Collaborate with marketing and sales teams to develop effective product launch plans and go-to-market strategies. Ensure seamless product releases, provide sales enablement materials, and support marketing efforts to maximize product adoption and revenue generation.
  • Represent the bank regarding treasury management in forums, conferences and media engagements.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

  • Demonstrated Treasury Management expertise.
  • Demonstrated experience in managing sales & client service teams.
  • Documented success in lead generation, prospecting, and revenue enhancement.
  • Outstanding leadership and collaborative qualities.
  • Superior business acumen.
  • Outstanding written and oral communication skills.
  • Strong problem solving, analytical, and critical thinking skills.
  • Ability to contribute in a fast paced, team-oriented environment.

Preferred Knowledge and Skills

  • Bachelor’s degree
  • Master’s degree in Business and Finance or Executive MBA
  • Other applicable certifications as appropriate

Level of Complexity and Scope

  • Guide teams in complex product and delivery reviews and ideation to create high-performing, high-quality management routines and outputs
  • Develop data framework to capture complete product performance and utilization metrics

Degree of Independence and Decision-Making

  • Uses subject matter expertise to develop processes and policies around cash management, as well as how these areas fit into the larger customer offering for the organization
  • Provides guidance to Treasury Management Officer Team.

Required Supervisory Responsibilities

  • Manage a team including hiring, retaining and managing ongoing performance of the team.

Physical Requirements

  • Sit and work on a computer for long periods of time
  • Converse with clients
  • Standing, hearing, speaking, lifting
  • Driving as needed for business purposes.

Development and Training

Pay Range:

$175,000/year to $232,000/year

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our . 

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

About Bank First

Bank First is a community bank that provides personal and business banking services. The bank was founded in 1894 and is headquartered in Manitowoc, Wisconsin. Bank First offers a range of financial products and services, including checking and savings accounts, loans, mortgages, and investment services. The bank has over 20 locations throughout Wisconsin and Michigan. Bank First is committed to providing exceptional customer service and building long-term relationships with its customers.
Learn more about Bank First
Size
287 employees
Market Cap
$825.1 million
Industry
5 Year Trend
+17.1%
NASDAQ

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