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Director Treasury Services

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With $7 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa and Dallas. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing and best performing banks in the country while achieving and maintaining excellent asset quality and a reputation for business excellence.

Our commitment to our associates is as important as our commitment to our clients and community. It starts with serving people in extraordinary ways. We offer our employees a highly collaborative culture, exceptional career opportunities, outstanding compensation and benefits, and a commitment to associate professional development and personal growth.

Overview

The Director, Treasury Services effectively develops, manages and leads a team of Treasury Services Bankers. Increases Treasury Services account portfolio while referring prospective business and individual clients to internal business partners. Aggressively develops Treasury Services products and deposits through both independent outside sales calling efforts and networking, as well as following up on leads provided through Business Bankers.

Responsibilities

  • Provide leadership and management to the Treasury Services team reflecting the Bank’s mission and Core Values.
  • Drive new business development within the Treasury Services area.
  • Provide strategic guidance on implementation and execution of team initiatives.
  • Attract, recruit, train and retain a high performing team while demonstrating a Servant-Leader mindset.
  • Foster a success and results oriented environment that safeguards accountability.
  • Clearly communicate performance expectations to team members and address any deficiencies in a timely manner.
  • Mentor and lead a high performing team utilizing Strengths Based Leadership objectives.
  • Develop client relationship strategies to increase the Bank’s market share for products and services for Treasury Services clients.
  • Meet or exceed all goals and targets related to the identification and acquisition of new clients.
  • Structure products and service solutions to maximize opportunities for the Bank as well as meet individual client needs.
  • Manage and ensure favorable relationships with all existing clients.
  • Develop and maintain positive relationships with all business units.
  • Provide services, support, coaching and advice to ensure the success of the individual client and, as relevant, their respective client companies.
  • Work with the Treasury Services team to suggest new treasury products; including pricing based on analysis of client needs, problems or competition.
  • Supervise, motivate and coach team members as well as develop them in all areas of job responsibilities.
  • Ensure department activities comply with laws, regulations, industry best practices and Bank policies.
  • Collaborate with Treasury and Business Bankers on implementation of all new accounts and services.
  • Build relationships based on trust and strategic partnerships with business owners and other decision makers.
  • Analyze, synthesize and communicate complex data, financial data and related issues in an accurate, objective and straightforward manner.
  • Prioritize work flow and projects for self and team consistent with the Bank’s strategic and business plans.
  • Monitor workflow and operational efficiencies in order to drive continual process improvement to streamline business processes, increase efficiencies and remove redundancies; develop and implement processes to manage the activities and operations of the Treasury team.
  • Act as a resource for team members, Bankers and Assistants by demonstrating extensive knowledge about banking solutions and management objectives.
  • Prepare and manage budget while controlling expenses effectively.
  • Prepare management reports as requested.
  • Develop and maintain written policies and procedures.
  • Ensure the ongoing development of a favorable reputation for the Bank within all communities served.
  • Interact with internal and external clients while providing extraordinary service.
  • Develop and maintain trusted, positive relationships with other employees, clients and vendors.
  • Represent the Bank and Treasury team in a highly professional manner.
  • Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
  • Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices.
  • Reliable and predictable on-site attendance.

Qualifications

  • Advanced knowledge of commercial bank products and services, with an emphasis on treasury management is required.
  • Demonstrated success as a treasury sales or business development officer in a high performing commercial bank environment is required; familiarity with the local market and region is preferred.
  • Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.
  • Bachelor’s degree or equivalent combination of education and/or work experience.
  • A Certified Cash Management designation is highly preferred and expected within three years of hire.

The position will report to the Regional President CO & NM, Scott Page.

The pay range for this position in Colorado is typically $160,000 to $200,000 salaried. The actual pay will be based on various factors, including but not limited to work location, qualifications, and experience. The starting pay may be above or below the stated range. This role is eligible for one or more incentive plans based on company and individual performance.

CrossFirst Bank offers competitive benefits to associates including annual incentive pay, 401(k) match, and Paid Time Off (paid holidays, vacation, sick, volunteer days, parental leave). We also offer a comprehensive insurance package which includes medical, dental, vision, and a generous employer contribution to health savings accounts. Additionally, we offer flexible spending accounts (dependent care, medical and Limited) and an Employee Assistance Program. CrossFirst supports individuals and families in need with our CrossFirst Giving program.

This position can also be located in Colorado Springs.

CrossFirst Bank is proud to be an Equal Opportunity Employer.

CrossFirst Bank

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11-10-2023

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