Treasury Specialist

Provincial Credit Union; Prince Edward Island; On-site; CAD 66,000 - 78,000; Full time

Job summary

Join Provincial Credit Union as a Treasury Specialist and play a vital role in managing the credit union's treasury operations. This position involves capital markets activities, compliance, and financial management, offering a competitive salary, comprehensive benefits, and a supportive workplace culture focused on personal and professional growth.

Benefits

Market Competitive Compensation

Generous Benefit Package

Work-Life Balance

Professional Development

Employee Perks

Qualifications

• 3-5 years in treasury, capital markets, or corporate finance.
• Experience with securitization, syndicated lending, or brokered deposits preferred.

Responsibilities

• Support loan securitizations and manage syndicated loan activities.
• Oversee daily treasury operations and prepare accurate treasury reports.
• Ensure compliance with policies and regulatory standards.

Skills

Financial Analysis

Technical Proficiency

Risk Knowledge

Communication

Detail Oriented

Education

Bachelor's degree in finance, Economics, Accounting

Master's or MBA (preferred)

Tools

Treasury management systems

Data analytics tools

Excel

Job description

Treasury Specialist

Branch Location: Any branch location, PEI

Be part of something meaningful at Provincial Credit Union - one of Atlantic Canada's leading credit unions and proud recipient of Canada's Top 100 Employers award for 2025! We're driven by our core values of People, Purpose, and Possibility, and we're on a mission to provide trusted financial advice, education, and planning to help Islanders thrive. At Provincial Credit Union, you'll join a supportive, forward-thinking team that's passionate about delivering exceptional member experiences and making a real impact in our communities. If you're ready to grow your career while helping others grow their financial future - we want to meet you.

What You'll Do:

The Treasury Specialist plays a critical role in managing the daily operations of the credit union's treasury function. This includes active participation in capital markets activities such as securitization, managing syndicated loan positions, handling brokered deposit relationships, and supporting liquidity, funding, and investment activities. The position requires a deep understanding of financial markets, cash management, regulatory compliance, and treasury operations.

Key Responsibilities:

• Support loan securitizations by preparing data, coordinating with internal teams and external partners, and managing ongoing reporting.
• Manage syndicated loan activities, including tracking payments, maintaining documentation, and supporting new opportunities.
• Administer brokered deposit programs and build relationships with brokers to align funding strategies with liquidity needs.
• Oversee daily treasury operations like cash positioning, liquidity forecasting, and investment settlements.
• Prepare timely, accurate treasury reports for leadership, regulators, and committees.
• Ensure compliance with policies and regulatory standards, supporting audits and identifying potential risks.

What You Have:

Required Education and Experience

• Bachelor's degree in finance, Economics, Accounting, or related field; Master's or MBA preferred.
• 3-5 years of experience in a treasury, capital markets, or corporate finance role.
• Experience with securitization, syndicated lending, or brokered deposits highly preferred.

Skills and Abilities

• Financial Analysis: Strong analytical and quantitative skills; proficiency in Excel and financial modeling.
• Technical Proficiency: Familiarity with treasury management systems, data analytics tools, or similar platforms.
• Risk Knowledge: Understanding of regulatory capital, liquidity, and interest rate risk principles.
• Communication: Excellent communication and project management skills.
• Detail Oriented: High level of integrity, attention to detail, and ability to work under tight deadlines.

What we offer:

• Outstanding Culture: Join an engaged and community-focused team that fosters a positive work environment.

• Market Competitive Compensation: Enjoy a competitive salary along with an annual bonus program.
• Generous Benefit Package: We provide a comprehensive benefits package, including a flexible health and dental plan, sick time, and a Defined Contribution Pension Plan and Group Retirement Saving Plan with up to 9% employer contribution.
• Work-Life Balance: Start with three weeks of vacation per year, supplemented by four personal days and two volunteer days.
• Professional Development: Take advantage of tuition reimbursement, training programs, and career progression opportunities.
• Employee Perks: Enjoy additional perks such as an annual fitness and clothing allowance, reduced rates on employee loans and mortgages, and no service fees on banking transactions.
• Salary range for this position: $66,300 - $78,000.

Join our team at Provincial Credit Union and enjoy a rewarding career with competitive compensation, comprehensive benefits, and a supportive work environment that values your growth and well-being.

Please note that all offers of employment are conditional upon the acceptance of an Individual Fidelity Bond Application which includes a criminal check and a credit check.

Bondability Requirement
As part of the hiring process, candidates must meet the requirements to be bondable under a fidelity bond policy. Bondability may involve considerations such as past criminal convictions, credit history, and other relevant factors assessed by our insurer.

Closing date is July 6th, 2025.

Diversity and Inclusion:

Provincial Credit Union invites applications from all qualified individuals. Provincial Credit Union is committed to employment equity and diversity in the workplace, and welcome applicants from diverse backgrounds. Accommodation is available for applicants with disabilities throughout the recruitment process.