Treasury Services and Solutions Manager-(Hybrid)

Central 1; Toronto; Hybrid; CAD 90,000 - 105,000; Full time

Job summary

Central 1 is seeking a Treasury Services and Solutions Manager to enhance client satisfaction through effective management of client relationships and financial products. The role requires strong leadership, analytical skills, and a minimum of 7 years of experience in financial management. This position not only involves engaging with clients but also contributes to business development and market analysis. Ideal candidates will possess a Bachelor's degree in finance and have expertise in financial markets.

Benefits

Generous annual vacation allotment

Variable annual incentive plan

Wellness Flex Fund to support personal interests

Access to a learning platform

Retirement Plan with matched contributions at 6%

Qualifications

• Minimum 7 years financial management experience in Treasury.
• Credit union experience preferred, national comprehension a plus.
• Expertise in financial markets and asset liability management.

Responsibilities

• Manage client relationships and promote financial products.
• Lead sales and business development processes.
• Analyze credit union trends and contribute to product development.

Skills

Analytical skills

Problem-solving skills

Client management

Leadership abilities

Education

Bachelor's degree in Finance / Business Administration

Job description

• One time allowance to set up your office for remote first employees
• Variable annual incentive plan
• Generous annual vacation allotment
• Top-notch flexible benefits planincluding family building and gender affirmation
• Retirement Plan, matched contributions at 6%
• Access toa learning platform and educational assistancesupport
• Access to a virtual wellness platform
• Wellness Flex Fund to support personal interest and activities
• Day off to volunteer in your community andother paid time off options
• subject to employment agreement

Job Summary :

As the Treasury Services and Solutions Manager, you will be responsible for managing client relationships and promoting financial products and services to enhance client satisfaction. You'll work closely with departmental leaders to uphold Central 1's reputation in the financial and credit union sectors while pursuing partnerships with third-party organizations to expand service offerings. With deep financial market expertise, you'll ensure Treasury products meet members' evolving needs, manage key stakeholder relationships, and identify business development opportunities. Additionally, you'll serve as a key advocate for the Treasury group, representing its values and goals in all interactions.

Travel is required for this role to meet with clients and partners across various locations.

What you'll be doing :

Client Engagement & Relationship Management

Maintains regular contact with clients across Canada to promote Central 1's offerings, identify future opportunities, and stay informed about clients' business profiles.

Works closely with the Relationship Management Team to manage client expectations and deliver products and services efficiently.

Provides expertise on all Treasury products to help clients find effective solutions.

Acts as a liaison internally to drive change and innovation, enhancing client satisfaction and retention.

Sales & Business Development

Leads or assists in the sales and business development process, including qualifying and pursuing opportunities.

Participates in sales and marketing campaigns related to funding and liquidity solutions, considering their impact on internal resources.

Leads responses to RFPs and RFIs from existing and potential clients, utilizing negotiation skills and understanding contract terms.

Market & Industry Analysis

Monitors competitors' offerings and suggests enhancements to maintain competitiveness.

Collaborates with treasury business lines to ensure Central 1 stays ahead of market and industry changes, including regulatory updates.

Supports business lines by analyzing credit union trends and contributing to product development.

Thought Leadership & Representation

Represents Central 1 at conferences and industry events.

Organizes and conducts presentations and webinars on Central 1's products and services.

Collaboration & Internal Partnership

Builds relationships with internal partners to ensure products meet client needs.

Provides valuable insights into Treasury strategies, especially securitization, to assist clients and internal teams.

What you'll have :

Prioritize, set clear direction, and build strong team relationships

Exceptional analytical, problem-solving, and organizational skills

Strong client management and leadership abilities

Minimum 7 years financial management experience in Treasury

Bachelor's degree in Finance / Business Administration with a financial designation

Credit union experience preferred, national comprehension a plus

Expertise in financial markets, products, and asset liability management

Entrepreneurial spirit with a client-centric approach

Excellent written and verbal communication skills

Self-motivated, innovative, and creative problem solver

Strong interpersonal skills for client and stakeholder management

Diplomatic with ability to communicate within corporate guidelines

Proven success in analyzing financial statements and recommending strategies

Record of achieving results in a competitive environment

Salary : $90,000-$105,000

The salary range representsthe job rate determined for the successful candidate who is fully competent in the role. The actual salary will vary depending on market conditions and relevant job-related factors such as knowledge, skills, qualifications, experience, and education / training.

LI-Hybrid

Central 1 is an equal opportunity employer and committed to building an inclusive workforce by creating an environment where everyone feels like they belong and has the opportunity to be successful. We welcome all applicants to join our diverse workforce and we will provide an accessible candidate experience including, but not limited to accommodations to interview sites and alternate formats upon request to our Recruitment team.