Senior Treasury Management Advisor

Community Credit Union; Clive (IA); On-site; USD 125,000 - 146,000; Full time

Job summary

GreenState Credit Union seeks a Treasury Management professional to collaborate with Relationship Managers on sales and implementation of Treasury Management and Commercial Deposit Services for business members. You will provide ongoing support, coordinate forms, and ensure compliance with banking policies.

The role requires a Bachelor's in Business/Finance with 4–5 years banking experience, including at least 2 years in treasury management, and strong analytical and communication skills.

Qualifications

• Bachelor's degree in Business or Finance with 4–5 years banking experience or equivalent.
• At least 2 years treasury management experience.
• Progressive levels of responsibility in a banking environment.
• Ability to read and write simple correspondence and communicate with customers.
• Proficiency with related computer applications and banking software.

Responsibilities

• Adheres to core values and service standards.
• Sells treasury management products to business members via consultative selling.
• Sets up treasury management procedures and forms for business members.
• Prepares and coordinates information for banking proposals and cost comparisons.
• Acts as a Treasury Management and Commercial Deposit contact for business members.

Skills

Treasury management knowledge

Customer service

Analytical ability

Communication skills

Education

Bachelor's degree in Business or Finance

Tools

Spreadsheets

Banking software

Job description

GreenState Credit Union seeks a Treasury Management professional to collaborate with Relationship Managers on sales and implementation of Treasury Management and Commercial Deposit Services for business members. You will provide ongoing support, coordinate forms, and ensure compliance with banking policies.

The role requires a Bachelor's in Business/Finance with 4–5 years banking experience, including at least 2 years in treasury management, and strong analytical and communication skills.