What are the responsibilities and job description for the Director of Treasury Management position at Equity Bank?
Position: Director of Treasury Management
Department: Retail Banking
Location: Wichita, KS (On-Site)
Job Type: Full-Time/Salary
Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
Responsibilities and Expectations
Key Responsibilities
Oversee a centralized team that evaluates opportunities, onboards customers, and cross sell services.
Collaborate with Treasury Management Officers (TMO)
- Host recurring meetings with TMO’s
- Train, guide, and support TMO’s
- Develop & track goals for TMO’s
Assist in the sales process and growth of Treasury Services
- Search for opportunities with existing business customers
Improve profitability of Treasury Services
- Perform profitability analysis
- Track fee waivers and report to deposit committee
Systems Knowledge
- Performs customer setups on multiple platforms and systems; interacts with software vendors to handle systems or customer support issues
- Manage the account opening process specific to analysis accounts
- Comfortable diagnosing and problem-solving technical issues over the phone and via email
- Knowledge of Bank operations and Treasury Management products including but not limited to: Business Online Banking, RDC, ACH, Wires, Lockbox Operations, Installing/downloading PC software, etc.
- Seek out new Treasury products/services
- Manage Treasury Services vendors
Customer Focus
- Works closely with the Bank’s commercial customers in a professional and responsive manner in order to meet the customers’ needs
- Provides Treasury Management product support by reviewing set up documentation for accuracy and completing system set up of services for clients
- Monitors system operations; resolves problems, issues, and assists with questions
- Quarterly Newsletter - Existing customers
- Quarterly email communication to market leaders, branch managers etc. regarding opportunities, featured services, reminders, etc.
Knowledge of Treasury Management and Compliance
- Helps in the coordination and support of audits and examinations; coordination and support of RDC/ACH risk assessments
- Must be familiar with treasury systems/platforms and controls that provide accurate and timely information within the bounds of regulatory and policy compliance
- Collaborate with cross-functional teams to implement best practices in compliance with SOX controls
- Considerable experience in and up-to-date knowledge of the principles and concepts of Treasury Management and banking
- Considerable knowledge of business principles and practices, and federal/state statutory and regulatory requirements related to investments and banking
- Responsible for adhering to the reporting and recordkeeping requirements of the Bank Secrecy Act and Anti-Money Laundering rules and regulations, Office of Foreign Asset Control (OFAC), the Bank’s customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and participation in ongoing related training
- Maintain current knowledge of all federal and state laws and regulations, along with the Bank’s policies and procedures
- Responsible for compliance with applicable laws, rules and regulations impacting Treasury Management services
Leadership Abilities
- Demonstrated ability to plan, organize, direct and manage the work of a professional staff
- Demonstrated ability to work effectively with staff, management, auditors, and other officials at the highest levels with regard to Treasury Management, banking, and investment activities
- Responsible for all training applicable to the position and all training applicable to the Treasury Management Team
- Develop and administer incentive program for team.
- Develop a detailed scorecard for Treasury
Required Skills & Education
Requirements
- Bachelor's degree
- 5 years of experience in Treasury Management services with a financial institution required
- Experience in a fast-paced environment, handling multiple projects simultaneously
- Experience leveraging systems and available technology to automate processes for efficiency and scalability
- Must have strong communication skills, oral and written
- Ability to lead a team of Treasury Professionals
- Strong analytical and organizational skills
- Proficiency using Microsoft Word and Excel
Preferred
- Previous Banking Experience
- 2-5 years supervisory experience
- Bachelor’s degree in Business, Finance, Accounting or related field preferred
Who We Are
Equity Bank, a full-service, $8 billion community bank, is based in Wichita, Kansas, with over 70 bank offices throughout Kansas, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
What’s in it for you?
We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
Benefits Available:
- Health, Dental & Vision Insurance
- Group Life & Long-Term Disability Insurance
- Flexible Spending & Health Savings Accounts
- Group Cancer Insurance
- 401(K) Retirement Plan w/Company Match
- Generous Vacation & Sick Time
- Employee Stock Purchase Plan (ESPP)
- Pet Insurance
- Retail Banking Benefits
Find your future at Equity Bank!
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.