VP, Head of Treasury Management Finance

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Salary range: An annual salary range of $140,000 to $165,000 is what we expect to pay for this position, based on overall skills and experience.

Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $24 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

We get you further, faster. 

Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.

On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.

What You’ll Do:

As the Head of Treasury Management Finance (Revenue, Treasury Management Billing & Pricing Governance) you will support the Head of Treasury Management by managing the overall pricing and profitability strategy as it relates to treasury management products and services.   

Key Responsibilities:

• Pricing Policy: Work with the Head of Treasury Management to create a pricing policy that provides strict guidelines related to pricing exceptions and relationship waivers.  This policy should include an executable approval process (preferably automated)
• Billing Integrity & Oversight: Work with Operations to oversee the end-to-end billing and pricing execution process to ensure customers are charged correctly according to their negotiated contracts and/or agreed upon pro formas
• Revenue Assurance: Conduct periodic audits and "leakage" reviews to identify services provided but not billed, or instances of unauthorized price discounting.
• Reporting: Provide reports related to PxV growth, price exceptions, waivers, and year-over-year profitability comparisons
• Pricing Framework Development: Establish and maintain a robust governance framework for pricing treasury products that includes vendor costs, the competitive environment, and the bank’s desire to grow low-cost deposits and hard-dollar fee income.
• Regulatory Compliance: Ensure all pricing activities comply with SOX, Dodd-Frank, and other regional banking regulations and ensure the team maintains audit-ready documentation for all pricing decisions.
• Stakeholder Collaboration: Partner with Sales, Product Management, Operations, and IT to implement automated billing systems and technology that reduce manual errors and improve reporting transparency when possible.
• Problem Resolution: Set standards for the team to address client inquiries and resolve issues related to pricing.
• Market Analysis: Monitor competitor fee structures and market trends to recommend adjustments to the bank’s standard fee schedules.

Relationship Management:

• Collaborate with internal teams (e.g., product management, operations, file transmission technology, and others) to ensure seamless client onboarding and maintenance pertaining to pricing
• Update management regularly on progress
• 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

Product Knowledge and Expertise:

• Stay current on competitor pricing and provide market research to the head of TM and Product

• Stay up to date on regulatory changes and best practices in treasury management in relation to pricing material

What Do You Need?

Required Qualifications

• Education: Bachelor’s degree in finance, Economics, or Accounting (MBA or CFA preferred).
• Experience: 7+ years of experience in treasury management, specifically in a bank environment with exposure to product pricing or billing operations.
• Technical Skills: Proficiency in Treasury Management Systems (TMS) (e.g., Kyriba, SAP Treasury) and complex financial modeling in Excel.
• Analytical Mindset: Proven ability to analyze large datasets to identify pricing trends and financial risks.
• Communication: Strong ability to articulate complex financial concepts to senior stakeholders and cross-functional teams (strong writing and speaking skills)

Preferred Skills

• Experience with Account Analysis software (e.g., FIS-XAA, Fiserv-Weiland).
• Knowledge of Asset-Liability Management (ALM) and how it influences product pricing.
• Knowledge of Global Payment Rails (ACH, SWIFT, RTP) and their associated cost structures.

Technology Skills:

• Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications 

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. 

Diversity Statement:

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.