Title: Treasury Management Sales Support Manager
Reports to: Vice President of Commercial Services
Supervises: Treasury Management Sales Specialists
Status: Exempt
Objective
The Treasury Management Sales & Support Manager is a critical leadership role responsible for leading a team that supports the sales, onboarding and servicing of treasury management products for commercial clients. This role ensures operational efficiency, client satisfaction, and strategic alignment between sales goals and service delivery. The manager acts as a key liaison between relationship managers, treasury sales specialists, operations, and clients to ensure seamless execution of treasury solutions.
Duties and Responsibilities
- Works with partners, including accounting, operations, compliance, lending and sales teams to stand up Treasury Management for the Credit Union
- Develops, implements, and maintains comprehensive policies and procedures for Treasury Management onboarding, servicing, and support functions
- Upon program buildout, leads and manages a team of Treasury Specialists focused on onboarding, servicing, and supporting commercial clients; Monitor team performance, set goals, and provide coaching and development opportunities
- Oversees the tracking, management, and reporting of Treasury Management referrals from internal partners; ensure timely follow-up, accurate documentation, and conversion tracking to support sales effectiveness and pipeline visibility
- Serves as a subject matter expert on treasury products including ACH, wire transfers, remote deposit capture, fraud prevention tools, and liquidity management
- Trains new hires and partner sales teams on products/services and identifying/referring Treasury Management opportunities
- Pilots and rolls out the program, including sales and marketing initiatives partnering with marketing and sales leaders
- Oversees and collaborates with Treasury Management Sales Specialists to develop customized solutions and proposals for clients
- Oversees vendor relationships within Treasury Management (TruTreasury), ensuring compliance with service-level agreements, evaluating performance metrics, and coordinating issue resolution to maintain operational efficiency and risk control
- Assists in the development and management of the Treasury Management program budget, including forecasting, tracking expenditures, and identifying cost-saving opportunities to support strategic financial planning
- Oversees the implementation and servicing of treasury products including ACH, wires, remote deposit capture, fraud prevention tools, and online banking platforms
- Team to serve as the main point of contact for clients during the onboarding process for treasury management services
- Team to provide post-sale support and ongoing consultation to optimize client satisfaction and product utilization
- Ensures timely and accurate onboarding and servicing of clients, maintaining high levels of client satisfaction
- Identifies and leads continuous improvement efforts; Partner with internal departments (Operations, Compliance, IT, Risk) to resolve issues and improve processes
- Maintains a deep understanding of treasury products, industry trends, and regulatory requirements
- Develops and maintains documentation, training materials, and process workflows to support team efficiency
- Analyzes service metrics and client feedback to identify areas for improvement
- Supports educating clients on product functionality, usage, and best practices through virtual or in-person training sessions
- Supports strategic initiatives and contribute to product development and enhancement discussions
- Ensures all sales activities comply with internal policies and regulatory requirements; identifying and mitigating potential risks associated with treasury services.
- Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures including data security protocols
- Assists in other areas as directed by Credit Union management
- Develop an understanding of credit union history, philosophy, organization, policies, and operational procedures
- On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
- Relates to others beyond giving and receiving instructions:
- Works well with partners and peers
- Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
- Responds appropriately to feedback
Required Qualifications
- Bachelor’s degree in Business, Finance, or related field required; MBA or professional certification (e.g., CTP) preferred
- 5+ years of experience in treasury management, banking operations, or commercial client services
- 2+ years of leadership or team management experience
- Strong knowledge of treasury products and banking systems
- Excellent communication, leadership, and problem-solving skills
- Ability to manage multiple priorities and work cross-functionally
- Proficiency in Microsoft Office Suite and CRM platforms
- Experience with treasury platforms and onboarding tools
- Familiarity with banking regulations (e.g., NACHA, Reg E, BSA/AML)
- Proven ability to drive process improvements and enhance client experience
- Strong analytical skills and attention to detail
Other Details
- Travel in market required as needed for client meetings, training, or team collaboration
Physical Demands
The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.
The employee is regularly required to sit, use their hands, reach with their arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.
#LDRKMB
Equal employment opportunity, including veterans and individuals with disabilities.
PI278647917
