Treasury Services Relationship Leader

CommunityAmerica Federal Credit Union; Irvine (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

CommunityAmerica Federal Credit Union is seeking a Treasury Services Relationship Manager to develop and strengthen relationships with business members by delivering treasury management solutions that support cash flow and operations.

The role partners with members to identify treasury needs, grow deposits, and enhance the overall member experience, while expanding treasury services and commercial banking relationships across the credit union footprint.

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years in treasury management sales, commercial banking, or related fields.
• Proven track record in treasury sales, deposit growth, and business development.

Responsibilities

• Build and maintain relationships with business members and prospects to understand treasury needs.
• Conduct member conversations and reviews to identify opportunities for treasury adoption and deposits growth.
• Serve as a resource on treasury products and services for members.

Skills

Treasury management

Relationship management

Business development

Sales

Client engagement

Education

Bachelor's degree in Business/Finance/Accounting

Tools

Salesforce

CRM systems

Job description

CommunityAmerica Federal Credit Union is seeking a Treasury Services Relationship Manager to develop and strengthen relationships with business members by delivering treasury management solutions that support cash flow and operations.

The role partners with members to identify treasury needs, grow deposits, and enhance the overall member experience, while expanding treasury services and commercial banking relationships across the credit union footprint.