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Gesa Credit Union · 3 hours ago

Treasury Analyst

Renton, WA

Full-time

Hybrid

Mid Level

$25.70/hr - $42.83/hr

3+ years exp

Gesa Credit Union is committed to empowering communities through its dedicated team. The Treasury Analyst will support the Treasury Management team in managing business deposit products, engaging with clients, and implementing sales strategies for growth. This role focuses on building relationships and ensuring excellent customer service while contributing to the overall success of the credit union's treasury management services.

CreditFinancial ServicesLending

Growth Opportunities

Responsibilities

Partners with Treasury Management Officer to prepare for new client calls and to identify new sales opportunities with existing clients

Provides product knowledge expertise during sales calls with potential and existing clients

Provides effective sales culture leadership for the profitable expansion of Deposit and Treasury Management relationships to support strategic growth

Maintains and develops a strong internal network and deepens existing treasury relationships

Assists in producing professional quality proposals and responds to formal RFP’s

Delivers excellent customer service to both external clients and internal colleagues throughout the credit union

Network with existing public entity representatives and local centers of influences

Conducts internal and external training sessions on product changes and Treasury Management

Maintains knowledge base of current and emerging business and Treasury Management products

Ensures the accurate implementation and servicing of all deposit and Treasury Management relationships

Updates Treasury Management Officers regarding critical developments in commercial member relationships

Works with operations, servicing, and product support team members to ensure successful client on-boarding, member satisfaction and ongoing support

Completes additional tasks and special projects as assigned by Team Leader

Provide recommendations and process improvement

Respond to company representatives’ inquiries in a timely, friendly, and accurate manner

Perform job duties with limited daily supervision, exercising a high level of discretion and sound judgment

Maintain knowledge of laws, rules, regulations, policies, and procedures which impact assigned responsibilities

Consistently display successful communication and listening skills with peers, members, supervisor, and vendors

Display leadership values such as mutual respect, honesty, trust and dignity, and act in the best interest of the credit union. Always display solid ethics and integrity

Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism

Attend ongoing BSA training to include webinars, training provided by CPA’s, and obtain BSA certification

Adhere to policies. Operate in a safe and sound manner

Qualification

Treasury management salesCommercial deposit gatheringCertified Treasury ProfessionalAccredited ACHFinancial environment experienceCustomer serviceCommunication skillsProblem solvingTeam collaborationOrganizational skills

Required

One (1) to three (3) years of experience in commercial deposit gathering and treasury management sales and service, and exposure to public entity proposals and personnel

Minimum of three (3) years of credit union/banking and/or treasury management sales experience in a financial environment

Proficiency with standard office equipment and business software

Ability to understand complex business relationships and provide options that will meet their needs

Ability to converse with business or municipal finance personnel

Ability to provide problem solving and resolutions to business members

Ability to organize, prioritize and respond simultaneously to multiple tasks and requests

Ability to work well in and contribute to a cohesive team environment

Effectively communicate ideas and information, both verbal and written

Display and maintain courtesy, tact and diplomacy with current and potential vendors, peers, and staff