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Valley Strong Credit Union · 1 day ago

Treasury Management Relationship Manager

Oliver , Fairfield, CA, US

Full-time

Onsite

Mid, Senior Level

$98K/yr - $141K/yr

5+ years exp

Valley Strong Credit Union is a values-driven organization focused on helping people and communities prosper. The Treasury Management Relationship Manager is responsible for developing and maintaining strong relationships with commercial treasury and cash management banking members, driving product sales, and achieving annual sales goals through proactive member engagement and collaboration with internal teams.

BankingFinancial ServicesNon Profit

Growth Opportunities

Responsibilities

Manage a portfolio of assigned members by meeting regularly, assessing their financial needs and goals, recommending deposit or treasury/cash management strategies and products, and making referrals to other business lines as needed

Respond to and resolve inquiries related to member accounts, executing and verifying transactions upon request

Seek to expand the business membership base through referrals and growth of assigned accounts

Manage and coordinate the treasury management service process from application through implementation and member training for the Member Business Services department

Collaborate with Business Members, Business Bankers, eSolutions, Central Operations, and IT Core team members to facilitate successful onboarding of Treasury Management services through the business online banking software and other third party vendor services

Grow Treasury Management product revenue through direct contact with Business Members

Utilize networking, community, and public relations activities to identify prospective Treasury Management Member opportunities

Perform product research and identify appropriate solutions for Member requirements and satisfaction

Coordinate with assigned Business Banking Officers to support and develop relationships with business Members and partners

Manage member calls and contacts, meeting all assigned goals and activity targets

Understand Business Members’ business goals, environments, strategies, and industry trends to become a trusted advisor and identify solutions for client pain points

Monitor competitor environment, capabilities, and gaps to effectively position Valley Strong Treasury Management services for success

Prepare analysis proforma and business proposals for Member presentations

Participate in calls with prospective and existing Members and analyze client Treasury Management service requirements

Perform risk monitoring for Treasury Management products and services; initiate credit and risk approvals as needed

Assist Members with product application intake, set-up, product training, and product demonstrations

Ensure efficient onboarding and deliver an exceptional Member experience

Gather data and prepare reports for Senior Management, audit, and other department personnel

Support Central Operations for Business Member servicing as needed

Track sales activities and timelines within the VSCU software platform to ensure deliverables within onboarding, and project plans are met and on time

Administer work according to internal and external policies and procedures of the credit union

Support organizational growth through proactive business development activities

Performs other duties as assigned

Qualification

Treasury Management SalesBanking Sales ExperienceFinancial Software SystemsAccount AnalysisPayment ProcessesReceivable ProcessesMathematical SkillsCustomer ServiceCommunication SkillsProblem Solving

Required

High School or GED or 5 years of Retail banking experience in sales and service

4 Year / Bachelor's Degree in computer science, communications, economics, accounting or finance

5 years of prior Treasury Management or Banking Sales experience required

Two to four years' experience in Treasury Management Sales, Banking Sales and/or Service environment

Knowledge of account analysis and Treasury Management pricing required

Understanding of payment and receivable processes

Minimum two to four years' experience with financial software systems required

Extensive knowledge of the job and the practical application to problems and situations ordinarily encountered

Knowledge of general credit union or bank operations sufficient to understand the treasury management function

Knowledge of Federal and State banking compliance requirements

Ability to read and comprehend instructions, short correspondence, and memos

Ability to write simple correspondence

Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

Ability to compute dividends and interest

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Ability to interpret a variety of instructions furnished in written or oral form

The Team Member occasionally must lift and/or move up to 10 pounds

Ability to stand for long periods of time

Must be able to process transactions in an efficient manner

Must be able to communicate policies and procedures to Members in an easily understood and professional manner

Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures