VP, Head of Treasury Management – Finance
Customers Bank
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $140,000 - $165,000 per year
Job Level
About the role
- Support the Head of Treasury Management by managing the overall pricing and profitability strategy relating to treasury management products and services
- Work with the Head of Treasury Management to create a pricing policy that provides strict guidelines related to pricing exceptions and relationship waivers
- Oversee the end-to-end billing and pricing execution process to ensure customers are charged correctly according to their negotiated contracts
- Conduct periodic audits and 'leakage' reviews to identify services provided but not billed
- Provide reports related to PxV growth, price exceptions, waivers, and year-over-year profitability comparisons
- Establish and maintain a robust governance framework for pricing treasury products
- Ensure all pricing activities comply with SOX, Dodd-Frank, and other regional banking regulations
- Partner with Sales, Product Management, Operations, and IT to implement automated billing systems and improve reporting transparency
- Monitor competitor fee structures and market trends to recommend adjustments to the bank’s standard fee schedules
- Build and maintain strong relationships with members of product, sales and the relationship management teams
- Offer training to internal stakeholders on Account Analysis and contribute to the development of product training material
Requirements
- Bachelor’s degree in finance, Economics, or Accounting (MBA or CFA preferred)
- 7+ years of experience in treasury management, specifically in a bank environment with exposure to product pricing or billing operations
- Proficiency in Treasury Management Systems (TMS) (e.g., Kyriba, SAP Treasury) and complex financial modeling in Excel
- Proven ability to analyze large datasets to identify pricing trends and financial risks
- Strong ability to articulate complex financial concepts to senior stakeholders and cross-functional teams (strong writing and speaking skills)
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingpricing strategybilling executiondata analysispricing policy developmentauditinggovernance frameworkcomplianceprofitability analysistreasury management
Soft Skills
communicationrelationship managementtrainingcollaborationarticulation of financial conceptsstakeholder engagementproblem-solvingorganizational skillsattention to detailleadership
Certifications
Bachelor’s degree in financeBachelor’s degree in EconomicsBachelor’s degree in AccountingMBACFA