Columbia Credit Union · 1 month ago
VP Treasurer
Vancouver, Washington, United States
Full-time
Hybrid
Mid, Senior Level
$130K/yr - $160K/yr
5+ years expColumbia Credit Union is a full-service financial institution committed to making life better in the communities it serves. The VP Treasurer is responsible for managing the asset/liability position of the credit union, overseeing the investment portfolio, and ensuring liquidity needs are met while developing profitability systems and providing financial analysis.
BankingCreditFinancial ServicesMortgage
Responsibilities
Provide people leadership that inspires enthusiasm and accountability that drives our Mission. Build engagement and communicate honestly and openly. Rally coworkers around our shared vision, modeling and expecting the best from individuals and your team
Key player in ad hoc analysis of various aspects of the credit union operations, including strategic overarching analysis such as market footprint and prioritization assessments
Collaborates with business intelligence and others as a key data steward, especially as it pertains to membership, balance sheet, and profit
Manages assigned vendors including completing vendor due diligence, annual reviews, and ongoing approvals of invoices to ensure billing follows contractual agreements. Works diligently to optimize pricing and services, managing renewals and coordinating appropriate RFIs or RFPs from competitors
Develop and manage cash flow system to insure operational and member liquidity needs are met without excessive liquidity including establishing and maintain lines of credit with corresponding institutions and broker/dealers
Maintain investment portfolio under the direction of the Chief Financial Officer according to policies and procedures. Explore investment opportunities for increasing the return on investments while meeting asset/liability goals. Serve as liaison with regulators as appropriate
Member of Asset/Liability Committee (ALCO) and its Loan and Deposit Pricing sub-committees. Oversees monthly and quarterly asset/liability analysis for ALCO, present findings and recommend strategies. Serve as liaison with regulators as appropriate
Key player in development of products, services and processes.. Follow through on opportunities to increase revenue and improve engagement through product offerings that are consistent with Columbia’s deposit, loan, investment and income strategies
Establish and supervise maintenance of organization, product and member profitability systems. Present findings and recommend strategies
Participates in Change Management meetings, and reviews internal and external content for accuracy, monitors and recommends changes in deposit rates and fee schedule. Coordinates with VP Director Commercial & Business Services regarding business/commercial deposit-related content and pricing approvals
Participate in the annual balance sheet budget process. Provide membership and deposit growth and attrition projections and update monthly key metrics
Manage Lock Desk for Mortgage Lending
Key player working with Lending teams on consistent reporting for committee and regulatory reporting
Qualification
Required
A Bachelor's degree in a relevant field (such as Accounting, Finance, Economics, etc.)
5+ years' experience with financial institution (or related field) analytics, including asset liability and liquidity management theory & principles
Demonstrated strong quantitative analytical, organizational and project management skills
Excellent verbal and written communication skills including MS Office suite with demonstrated advanced skills in Excel
Communicate effectively at all levels of the organization and influence change that supports our Vision and Mission to bring people together to make life better for themselves and their communities
Leverage formal Leadership and Coaching training programs, with demonstrated ability to use leadership tools and resources for the growth of the functional business units and the organization as a whole
Project a can-do attitude to problem solving, and an openness toward evaluating, collaborating and accepting new ideas
Preferred
2+ years' experience managing investment portfolio is preferred
Demonstrated skills in Organization, Product and Member Profitability
Benefits
100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date
Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays
401k Match- 100% match up to 6% employee contribution
A hybrid home office option can be considered in Vancouver, Washington or Portland, Oregon after all on-site training has been completed and all work from home requirements are met.
Tuition Assistance
And More!
Company
Columbia Credit Union
Columbia Credit Union is a finance auto loans, home equity loans, mortgages, savings accounts and checking accounts.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mike Rosenberg
Vice President of Marketing
Recent News
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