Director of Treasury Management

Job Overview

As Director of Treasury Management, you’ll lead commercial banking relationships and develop financial services that help business clients manage cash flow, payments, and liquidity. You’ll combine banking product expertise, financial acumen, and relationship management to identify client needs, guide solutions, and support responsible business growth. This role works across sales, credit, and compliance functions.

Duties

• Lead client relationship management, customer service, and business development within finance, including banking business development and appropriate upselling.
• Assess client needs and recommend treasury and banking products; manage client communication and strengthen customer relationship management practices.
• Apply financial analysis, cash flow analysis, financial statement interpretation, and math to evaluate opportunities and support commercial lending analysis in risk and credit.
• Oversee portfolio management, underwriting, loan processing, negotiation, and risk management in coordination with commercial banking and lending teams.
• Your impact: Sound analysis and responsive relationship management help business clients make informed financial decisions and manage their banking needs effectively.

Requirements

• Demonstrated corporate banking expertise, commercial banking expertise, commercial lending, financial sales, sales, and business development experience in financial services.
• Knowledge of banking, financial concepts, industry knowledge of financial regulations, banking regulatory compliance, compliance with loan regulations, and the Bank Secrecy Act (BSA).
• Skills in credit analysis, underwriting, negotiation, portfolio management, and risk management.
• Proficiency with Microsoft Office and financial software; strong client communication, customer service, and relationship management skills.
• Preferred: commercial lending analysis experience in risk and credit, along with broad banking product expertise.

Pay: $224,000.00 - $251,000.00 per year

Benefits

• 401(k)
• Company car
• Dental insurance
• Disability insurance
• Employee assistance program
• Employee stock purchase plan
• Flexible spending account
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Unlimited paid time off

Work Location: Remote