VP, Treasury Management Sales

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.

The Opportunity:

We are seeking a VP of Treasury Management Sales for the Tampa-St. Petersburg, FL area. The VP of Treasury Management Sales will play a key role in driving the growth of business deposits and treasury management services to grow business membership and expand our business client/member base. Lead strategic initiatives to identify new business opportunities, cultivate relationships with prospective clients, foster relationships with our commercial lenders and branch partners, and promote treasury management and core deposit solutions.

What You’ll Do
Develop and execute sales and call plans to drive sales growth and expand our business client portfolio.
Identify and pursue new business opportunities through targeted prospecting, networking, and relationship-building activities, such as joint calling with lines of business partners.
Serve as a trusted advisor to business clients, understanding their financial needs and proactively recommending tailored deposit and treasury management solutions and other banking solutions.
Collaborate with our commercial lenders to develop comprehensive sales proposals and deliver customized solutions that meet client objectives.
Perform consistent, proactive individual and joint calling activities each week with existing clients/members, prospective members, COIs, and business partners.
Serve as the partner for our Michigan region branch managers to review client base, uncover opportunities to expand relationships, and deliver business deposit and treasury solutions to those members.
Foster strong relationships with existing clients to drive retention and expand wallet share through cross-selling and upselling opportunities in all lines of business.
Stay abreast of industry trends, market developments, and competitor offerings to enhance our treasury management product suite and maintain a competitive edge.
Analyze client and prospective client bank statements and determine the right treasury and deposit solutions for each one.
Lead client meetings and presentations to showcase the value proposition of our deposit and treasury management services and secure new business opportunities.
Monitor sales performance metrics and track progress against targets, adjusting strategies as needed to achieve desired results.
Collaborate with and provide support to internal stakeholders, including sales teams, to ensure alignment and effective execution of business development initiatives.
Travel for sales, meetings, training, and conferences as required.
What You Need
Bachelor's degree in business, finance or related field.
Seven years treasury sales and business development experience within the financial services industry.
Proven track record of achieving sales targets and driving revenue growth.
Deep understanding of treasury management products and services, including cash management, liquidity solutions, and payment processing.
Strong business acumen with the ability to identify and capitalize on market opportunities.
Excellent communication, negotiation, and interpersonal skills with the ability to build rapport and collaborate with internal lines of business partners and clients.
Results-driven and proactive, with the ability to thrive in a fast-paced, dynamic environment.
What We Offer:
Potential for a hybrid work schedule
401k plan match, dollar for dollar up to 4%
401k additional employer contribution after one year at 5%
Employee bonus program
Medical, dental and vision insurance effective date of hire
Health savings account (HSA)
Flexible spending accounts for medical and dependent care expenses
Wellness initiatives and reimbursements
Pre-paid legal services plan
Identity protection plan
Accident supplemental plan
Short & long term disability plans paid for by company
Company provided basic life insurance of $50,000 plus supplemental for employee, spouse and child
Free financial planning assistance
Numerous fun employee events throughout the year
Volunteer and community engagement opportunities
Discounts with local and national companies through DFCU Perks
Service / anniversary awards
Employee discounts for company logo wear
Employee referral payouts for recruiting your friends and family
Paid lunch time
Tuition reimbursement / Education assistance
Ongoing training opportunities
Leadership development program
Paid time off
Paid holidays (~10 per year)
Equal Opportunity Employer / Disabled / Veterans
Company information
DFCU Financial offers full-service branches in Michigan and Florida and is consistently ranked one of the top credit unions in the country by Forbes. We’re proud to be an award-winning workplace named a “Top 100 Workplace” by the Detroit Free Press & one of the “101 Best and Brightest Companies to Work For” in the Metropolitan Detroit & West Michigan regions. We’re looking for service-oriented team players who want to be part of an expanding organization. We offer: Medical, dental and vision insurance Wellness initiatives and reimbursements Health savings accounts Company-provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child Short and long term disability plans paid for by company Flexible spending accounts (medical and dependent care) Pre-paid legal services Numerous fun employee events throughout the year Volunteer and community engagement opportunities 401(k) plan match, dollar for dollar up to 4% 401(k) additional employer contribution after one year at 5% Gain share / bonus program Tuition reimbursement / Education assistance Ongoing training opportunities Leadership development program Federally insured by NCUA. DFCU Financial is an equal opportunity lender. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, and may involve risk including possible loss of principal. Investment Representatives at DFCU are registered through CFS, and are licensed to transact securities business in Michigan. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.
Financial Services, Banking, Investment Banking, Retail Banking, Credit Unions

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