Hire or Promote the Right Treasury Leader - Without the Guesswork

Feeling Unsure About Treasury Management? You’re Not Alone.

If your community bank or credit union is new to or ready to expand treasury management programs, it can feel overwhelming. Between identifying the right skills, understanding what makes a strong Treasury Manager, and avoiding costly hiring mistakes, it’s easy to feel stuck. The right Treasury Management Officer can make or break your treasury program, and a misstep can cost time, money, momentum, and risk valuable commercial relationships.

That’s why I created this Treasury Management Hiring Checklist. This simple checklist helps community banks and credit unions spot the right skills, traits, and experience in a candidate. Whether you’re hiring your first dedicated TMO or strengthening an existing team, this resource helps you make confident, strategic decisions that support long-term growth.

Download it today and get clarity, confidence, and a practical tool to make your next hire easier and smarter.

Download our hiring checklist today to help identify the best candidate to lead your Treasury Management Program and strengthen your community bank’s commercial relationships.