Key Facts

Remote From:

Freelance

English

Hard Skills

Treasury Management Deposit Preparation Client Services Project Management Engineering Optimization Compliance Management Process Design Technology Assessment Thought Leadership

Other Skills

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Collaboration
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Team Building

Roles & Responsibilities

Deep industry expertise
Strategic vision
Hands-on leadership

Requirements:

Assess client needs and provide expert recommendations on deposit operations and treasury management processes.
Lead consulting engagements focused on deposit operations and treasury management.
Identify inefficiencies in back-office operations and develop strategies to improve speed, accuracy, and customer satisfaction.
Stay abreast of industry trends and share insights with clients and internal teams.

Cornerstone Advisors

About Cornerstone Advisors

The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn’t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry’s most respected strategy and technology consultants, Cornerstone’s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone’s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market. From strategy to execution – Cornerstone Advisors.

Founded: 2018

Company size: 201 - 500

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Job description

The Director, Deposit Operations & Treasury Management is a pivotal leadership role responsible for advising and delivering strategic, operational, and technical solutions to banking and credit union clients. You will lead engagements that optimize deposit operations, improve treasury management capabilities, and enhance overall operational efficiency.

This role requires a combination of deep industry expertise, strategic vision, and hands-on leadership to ensure client success and satisfaction.

Key Responsibilities

Client Advisory
- Assess client needs and provide expert recommendations on deposit operations, treasury management processes, and product offerings.
- Serve as a trusted advisor to clients, guiding them through operational challenges and implementing best practices.
Project Leadership
- Lead consulting engagements focused on deposit operations and treasury management, ensuring on-time and on-budget delivery.
- Design and implement scalable processes for deposit account management, ACH, wire transfers, and other treasury services.
- Oversee the evaluation and selection of treasury management technologies, platforms, and vendors.
Operational Optimization
- Identify inefficiencies in back-office operations and develop strategies to improve speed, accuracy, and customer satisfaction.
- Ensure compliance with industry regulations and standards, including BSA/AML, Reg CC, and other deposit-related compliance requirements.
Thought Leadership
- Stay abreast of industry trends and share insights with clients and internal teams.
- Develop and deliver workshops, white papers, or training materials to support client growth and knowledge development.
Collaboration & Team Building
- Partner with cross-functional teams, including risk management, technology, and customer experience, to deliver holistic solutions.
- Mentor junior consultants, fostering their professional development and enhancing the firm’s bench strength.