Peak Credit Union
TreasuryManagementOfficer
“Treasury Management Officer at Peak Credit Union. Skills: Treasury management sales, Relationship management, Cash management solutions. Drive deposit growth, fee income, and member satisfaction. Develop new treasury management relationships”
What You'll Achieve.
Driving deposit growth; Driving fee income; Driving member satisfaction; New business acquisition; Deepening existing member relationships; Consistently meets or exceeds deposit and fee income/revenue goals; Support business member growth; Support operational efficiency
Industry & Context.
Analytical, problem-solving, and organizational skills
Regular travel to branch locations across Oregon, Ability to travel locally for member meetings, on-site implementations, and business development activities, Regular travel to branch locations is required, Flexibility to work varying hours as needed
What They're Looking For.
Must Have
Minimum of three (3) years’ experience in treasury management, cash management, business banking, or a related financial services role, Bachelor’s degree in Finance, Business, or a related field of study, Valid driver’s license
Nice to Have
Certified Treasury Professional (CTP) designation, Prior experience working with small-to-mid-sized businesses
What You'll Do.
and member satisfaction
Develop new treasury management relationships
Expand and retain existing member relationships
Deliver tailored cash management and payment solutions
Develop and execute a treasury management sales strategy
Conduct sales calls and needs assessments
Maintain a pipeline of opportunities
Meet or exceed deposit and fee income/revenue goals
Prepare and deliver treasury management proposals
Lead the treasury management sales cycle
Contribute to treasury management product suite enhancement
Provide frontline insight into member needs
Recommend new treasury products and services
Serve as primary treasury management advisor
Coordinate calling efforts with internal partners
Conduct periodic account reviews
Support members with treasury management services
Assess operational and risk considerations
Represent Peak Credit Union in the community
Maintain awareness of treasury management trends
How You'll Work.
Team & Collaboration
Partners closely with Commercial Loan Officers, Small Business Development Officers, and internal teams; Partners with Business Services leadership, digital banking, operations, risk, IT, and vendor partners; Coordinates calling efforts with Commercial Loan Officers and other internal partners; Collaborate across teams
Communication Scope
Ability to clearly articulate complex financial solutions in a member-friendly manner; Excellent written, verbal, and interpersonal communication skills
Applying for this Treasury Management Officer role?
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