Treasury Director

More Than A Job!

Why do you work each day? To us, our jobs are not just something we do to make a living, it’s a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn’t measured in dollars and cents, it’s seen in our communities and felt by the people who believe in us.

Benefits Include

• Financial wellbeing services
• 401(K) matching with up to 5% match
• Reduced health insurance
• Employee wellbeing services
• DE&I initiatives
• Work-life balance

Job Summary

• This position will play a key role in driving Commercial deposit growth, Treasury Services and deepening
• business relationships within Lake Trust. Provide leadership to treasury sales team, collaborate with
• Commercial lending team and member engagement leaders. Building relationships with new and existing
• commercial and small business members; expanding relationships and uncovering needs. Cultivating
• and growing business relations and owning a portfolio. Ongoing review and evaluation of treasury
• products and services; for ongoing deepening of relationships and expansion of program. Analyze
• treasury products and services for expansion of delivery channel for Lake Trust. Delivery of growth goals
• in commercial deposits and treasury channel.

What You’ll Do

• Leadership of Treasury Engagement Team and development of team.
• Oversees the strategic direction, development, and execution of treasury management program and services.
• Manage Treasury Portfolio with ongoing growth in depth of portfolio, deposit growth, and treasury products growth.
• Ownership of key business relationships and attracting new business accounts with ongoing ownership of deepening relationship within a portfolio.
• Ensures onboarding satisfaction of Treasury members and follow up for ongoing relationship
• Ensures operational efficiency, client satisfaction, and strategic alignment between sales goals and service delivery acting as a key liaison between relationship managers, e-services, treasury sales/operations, and commercial team.

What You’ll Bring

• Ability to analyze and interpret financial data
• Knowledge of Commercial and Treasury product offerings.
• Knowledge of member satisfaction analysis
• Knowledge of credit union regulations, products, policies, procedures, and services.
• Exceptional communication
• Passion for engagement and relationship building.

Education, Training, Experience, Certifications and Licensure

• Bachelor degree in business, finance, or related field or equivalent experience
• Five to 7 years of progressive experience in Commercial Business Development and sales and/or
• Treasury Management.
• Significant level of trust and diplomacy.
• In-depth dialogues, conversations, and connection with members and non-members – gaining trust and understanding of needs and opportunities.
• Five years of leadership experience in leading and managing a team.
• Certified Treasury Professional (CTP) or Accredited ACH Professional designation preferred and/or formal Commercial credit training
• Planning and organization – Set priorities and define actions, time and resources needed to achieve goals.
• Networking within business organizations and explore business channels to expand exposure.
• Reliable transportation and ability to travel up to 25%.

What You’ll Get

• Ability to collaborate and build a sense of togetherness that contributes to a positive work environment.
• Being open to change and embracing new opportunities can lead to diverse experiences and career advancement.
• By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.