CommunityAmerica Credit Union

Director - Treasury Management



The Director, Treasury Management leads the treasury management function within the credit union’s commercial banking division. The Director is responsible for strategic leadership, sales management, product development and implementation, and all other operational activities that support the successful execution of the treasury management and commercial deposit strategy. Collaborates with other leaders within the commercial line of business to optimize line of business performance, including growth in membership, balance sheet expansion, profitability, and alignment with other credit union objectives.

Duties & Responsibilities

  • Serves as part of the Commercial Banking Leadership Team, demonstrating collaboration, accountability, and strategic thinking to drive results for the organization.
  • Develop and implement the treasury management program and business strategy including tactics that lead to success.
  • Lead a top-performing TM team; hire appropriate talent, manage, and develop team members to achieve optimal results within commercial banking.
  • Lead the Treasury Management sales team in business development, working collaboratively with other commercial banking leaders to ensure financial results and member experience goals are achieved.
  • Collaborate with Treasury Management Operations leadership to assure the credit union’s product offerings, pricing and delivery are competitive, effective, and aligned with credit union objectives.
  • Serves as the voice of the commercial member to ensure an optimal and differentiating experience in implementations, operations, product functionality, and member servicing.
  • Collaborate with the credit union’s finance, marketing, and pricing teams as well as other business lines to identify, develop and price new products to meet the needs of businesses while managing operational risk and return on investment.
  • Promote treasury services internally to teams across the organization to share how the solutions help our business members, resulting in quality referrals and new members.
  • Network in the community and within trade organizations to build new relationships and grow brand awareness and new members.
  • Serve as the business owner for critical systems and technology solutions used by treasury management, including commercial online banking and other ancillary systems, working collaboratively with IT to optimize the performance of these solutions.
  • Consult with existing business members and members to identify needs, propose solutions to help meet their needs and identify other opportunities.
  • Stay apprised of industry best practices related to TM services and ensure that the credit union’s products and pricing are aligned with strategic objectives for competitiveness, profitability, and functionality.
  • Promotes honest and open communication throughout the credit union. Demonstrate behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics. 
  • Lead strategic initiatives that may be identified from time to time. Participate in cross-functional projects as needed.
  • Manage the development, testing and implementation of business continuity plans and ensure all plans and procedures are current and address key risks.  



Education and Experience Requirements:

  • Bachelor’s degree in business administration or finance is preferred.
  • Ten (10) years financial services work experience
  • Five (5) years managerial/supervisory experience in commercial banking operations is preferred combined with significant experience in Treasury Management

Required Knowledge, Skills and Abilities:

  • Excellent leadership skills, since this leader will be expected to build and manage a high-performing, results-oriented team.
  • Strong knowledge of commercial banking, with an emphasis on deposit and treasury management products and the technology solutions that support these products.
  • Demonstrated excellence in project management, supervising, staff planning and implementing new product rollouts.
  • Strong organization and strategic planning skills.
  • Effective training and facilitation skills.
  • Ability to self-initiate areas of opportunity, make recommendations for improvement, and follow up as necessary to achieve desired results.
  • Ability to effectively communicate in writing and orally.
  • Strong interpersonal skills and ability to resolve interpersonal conflict.
  • Advanced knowledge of Excel and ability to develop and analyze complex reports.



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