Analysis Skills, Asset Management, Balance Sheet, Banking Services, Brokerage, Business Strategy, Business Support, Capital Markets, Chartered Financial Analyst (CFA), Coaching, Economics, Employee Orientation, Finance, Financial Liability, Financial Systems, Funding, High School Diploma, Internal Audit, Investor Relations, Leadership, Liquidity, Mathematics, Organizational Culture, People Management, Performance Management, Performance Reviews, Problem Solving Skills, Regulations, Relationship Management, Risk, Risk Analysis, Risk Management, Team Lead/Manager, Time Management, Treasury, Treasury Management
This position is responsible for managing a team of leaders and professionals to develop and maintain a diverse funding desk supporting FCB's Treasury department to achieve balance sheet funding needs and contribute to liquidity risk management practices and asset liability management functions. The leader ensures coordination between the Treasury Funding teams and other stakeholders (e.g. investor relations, various deposit teams) across all Treasury and Finance functions, ensuring funding strategies, recommendations, and actions are undertaken in full alignment with overall balance sheet strategy and risk appetites. Oversight over all Treasury funding channels (e.g. debt capital markets, secured channels, brokered channels). Provides coaching and guidance to staff to ensure continued alignment with organizational culture.
Responsibilities
- Business Strategy - Responsible for the efficient management of the funding portfolio from strategy to execution. Lead teams responsible for funding executions that align with company risk appetites and allocations. Manage counterparty relationships and any necessary collateral program requirements.
- Business Support - Responsible for the development, revision, and implementation of compliant and effective funding strategies and sources. Advises on existing and new strategies to ensure positions are appropriate allocated and risks are properly measured and monitored.
- Reporting - Coordinates timely delivery of analysis and reporting to senior management and stakeholder teams. Represents Treasury practices during engagements with internal and external stakeholders, including regulatory exams/engagements.
- Managerial functions - establishes and monitors expectations to achieve company and department goals. Makes appropriate changes to department policies, procedures, and efficiencies in order to meet objectives. Manages the performance, training, and evaluation of assigned staff. Maximizes department achievements by providing guidance and professional development.
- Relationship Development - Establishes and maintains strong, communicative relationships with Treasury team, debt capital markets partners, regulatory agencies, internal risk, and internal audit to facilitate Treasury initiatives and strategies.
QualificationsBachelor's Degree and 12 years of experience in Banking Treasury or Finance OR High School Diploma or GED and 16 years of experience in Banking Treasury or Finance
Preferred Education: Bachelor's Degree and 15 years of experience, PhD or MS
Preferred Area of Study: Quantitative fields such as Finance, Mathematics, Economics
Preferred Area of Experience:Treasury Balance Sheet Management and Capital Markets in Large Financial Institution, Experience leading in a large, diverse organization
License or Certification Type: Chartered Financial Analyst (CFA)
Required Skill(s): Bank Treasury; Investment Office; Liability Management, Strong problem-solving skills, Strong knowledge of financial systems, Critical thinking skills and Strategic focus, Ability to handle confidential and proprietary information