BDS Yarmouth & Choate · 1 day ago
Treasury Solutions Executive
Nashville Metro
Full-time
Onsite
Director/Executive
$130K/yr - $180K/yr
6+ years expBDS Yarmouth & Choate is seeking a Director of Treasury Management responsible for leading the bank’s treasury management business. The role involves strategy, product development, sales, client service, and operations oversight to drive growth in commercial deposits and client adoption of payment solutions.
Staffing & Recruiting
Responsibilities
Define, communicate, and execute a clear growth strategy for the Treasury Management Department consistent with company objectives. This includes driving growth in deposits, treasury fee revenue and payment volumes
Deep understanding of treasury management products and services
Provide effective sales management and leadership in an effort to motivate, develop, and support a team of Treasury Management Officers
Set clear sales targets and goals for the team, monitoring progress and holding individuals accountable for achieving them
Provide ongoing coaching, mentoring, and performance feedback to team members
Foster a collaborative and positive team culture
Develop executive-level relationships with commercial clients across the Bank’s footprint. Ability to build relationships with clients at all levels
Develop and leverage strong internal partnerships to embed treasury services into client offerings
Lead the team to conduct thorough needs assessments to understand client requirements and propose tailored treasury management solutions
Spearhead on-going development, pricing, and management of treasury and payments products
Lead digital transformation and fintech partnerships to expand payment capabilities
Ensure products are competitive, profitable, and compliant
Oversee treasury middle office functions (onboarding, service, and support) ensuring strong controls and efficient processes that deliver a best-in-class customer experience
Maintains confidentiality of all sensitive Bank information
Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide
Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees
Participates in proactive team efforts to achieve departmental and company goals
Understands and agrees to abide by the policies and procedures established at Southside Bank
Responsible for complying with audit policies and procedures as they pertain to this position
Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program
Must comply with all applicable laws and regulations
Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources
Provide leadership to others through example and sharing of knowledge/skill
Perform other duties as assigned
Qualification
Required
Undergraduate degree or equivalent experience required
Six or more years of Treasury Management experience with a focus in Management, Sales and/or Product Management required
Thorough understanding of how Treasury Management solutions help clients improve working capital
Ability to consult with clients to identify opportunities
Ability to work with cross-functional teams
Excellent oral and written communication skills
Proficiency in MS Office tools
Company
BDS Yarmouth & Choate
BDS Yarmouth & Choate was founded on the simple yet essential premise: we provide our clients with consistent, efficient and effective service, supported by industry expertise and tailored to your unique needs and challenges.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Rob O'Halloran
Managing Partner
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