Treasury Services Partner for Cash Flow Growth

CommunityAmerica Federal Credit Union; Irvine (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

CommunityAmerica Federal Credit Union in Irvine, CA is seeking a Treasury Services Relationship Manager to grow and deepen business member relationships by delivering treasury management solutions that support cash flow and day-to-day operations.

The role requires 5+ years in treasury management sales or related Commercial Banking fields, a bachelor’s degree in Business/Finance/Accounting, and a proven record of treasury sales and deposit growth.

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years in Treasury Management Sales or related fields.
• Proven track record in treasury sales and deposits growth.

Responsibilities

• Build and maintain strong relationships with business members and prospective members.
• Identify opportunities for treasury service adoption, deposits growth, and relationship expansion.
• Provide guidance on treasury management products and services.
• Coordinate timely resolution of member issues with internal partners.
• Deliver a positive and consistent member experience to support retention and growth.
• Develop and maintain an active pipeline of treasury opportunities through outbound calling and referrals.

Skills

Treasury management

Business development

Relationship management

Sales experience

Education

Bachelor's degree in Business, Finance, or Accounting

CTP designation or pursuit

Tools

Salesforce

CRM platforms

Job description

CommunityAmerica Federal Credit Union in Irvine, CA is seeking a Treasury Services Relationship Manager to grow and deepen business member relationships by delivering treasury management solutions that support cash flow and day-to-day operations.

The role requires 5+ years in treasury management sales or related Commercial Banking fields, a bachelor’s degree in Business/Finance/Accounting, and a proven record of treasury sales and deposit growth.