Director of Treasury Management Sales & Client Experience
Company | Associated Bank |
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Location | Chicago, IL, USA, Milwaukee, WI, USA, Minneapolis, MN, USA |
Salary | $152670 – $261720 |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree in Business, Finance, or Accounting required; advanced degree or MBA preferred
- Certified Treasury Professional (CTP) preferred
- 10+ years in Treasury Management sales, with 7+ years in a leadership or management capacity
- Demonstrated success in managing metro/large commercial market clients and complex cash management needs
- Deep knowledge of Treasury products, industry trends, and customer experience best practices
- Proven ability to lead high-performing teams and drive revenue growth
- Strong executive presence and client-facing communication skills
- Strategic thinker with an ability to translate vision into execution
- Collaborative leadership style with cross-functional influence
- Analytical and metrics-driven decision-making
Responsibilities
- Develop and execute a cohesive go-to-market strategy for Treasury Management, integrating sales, onboarding, and servicing into a compelling client value proposition.
- Drive new business development and cross-sell initiatives in collaboration with Relationship Managers, Segment Leaders, and Wealth partners.
- Lead pricing strategy and deal structuring efforts, ensuring revenue growth and margin improvement while minimizing waivers or discounts.
- Serve as a senior advisor on complex client needs, ensuring best-in-class Treasury product structuring and execution.
- Lead and inspire a team of Treasury Sales Officers, Analysts, and Onboarding Managers, setting clear goals, coaching for performance, and cultivating a high-performance, client-focused culture.
- Oversee recruiting, onboarding, and professional development of the team; ensure strong succession planning and bench strength.
- Partner with Product, Operations, and Technology to enhance the end-to-end client experience, particularly focusing on onboarding and servicing as strategic differentiators.
- Serve as the senior escalation point for service or delivery issues, championing solutions that align with client expectations and internal capabilities.
- Maintain deep awareness of market trends, competitive positioning, and client needs; influence product innovation and go-to-market readiness.
- Represent the bank in community, industry, and client forums, reinforcing Associated Bank’s leadership in Treasury Management.
Preferred Qualifications
- Advanced degree or MBA preferred
- Certified Treasury Professional (CTP) preferred