Treasury Support Associate

Virginia Credit Union; Roanoke (VA); On-site; USD 50,000 - 70,000; Full time

Job summary

Virginia Credit Union seeks a Treasury Support Associate based in Virginia to provide essential support for treasury management processes. This role involves collaborating with Treasury Sales Officers to meet service expectations, training members, and managing sales inquiries.

The ideal candidate will have a background in business banking, have solid communication skills, and be proficient in financial product knowledge. This position is vital for maintaining business client relationships and ensuring assistance is provided effectively.

Qualifications

• Minimum of 4 years in a business banking role, at least two in deposit account management or treasury services.
• Familiar with business deposit products and understands business cash management needs.
• Experience in direct customer relationships and servicing business accounts.

Responsibilities

• Manage incoming sales referrals and inquiries.
• Prepare forms for new service implementations and maintenance requests.
• Facilitate the signing and collection of service agreements.
• Conduct member training for Business Online Banking.
• Respond to servicing and issue inquiries via Treasury Services mailbox.

Skills

Strong written and verbal communication skills

Strong problem solving and analytical skills

Must be accurate and detail oriented

Ability to work independently and in a team

Multitasking in fast-paced environment

Proficiency in Microsoft Office applications

Familiarity with virtual meeting applications

Education

College degree preferred

Job description

Job Overview

1 position based in either Richmond, Roanoke or Charlottesville.

Primary Function: The Treasury Support Associate (TSA) provides a variety of support functions to both the treasury management sales, implementation, maintenance and issue resolution processes. Partners directly with the Treasury Sales Officer (TSO) to understand business member’s needs and expectations and ensure that their support needs and service levels are continuously met. The TSA is also the first point of contact for all standard requests submitted to the treasury team from front line associates. The TSA will also partner with the Transaction Operations group to conduct maintenance and issue resolution of existing services.

Responsibilities

• Manages incoming sales referrals and inquiries from all frontline associates
• Prepare any forms necessary for the implementation of new services or maintenance requests
• Facilitate the signing and collection of agreements required for the setup of new services
• Perform setup specific functions related to all treasury services
• Member training of all treasury services to include Business Online Banking
• Responds to Treasury Services mailbox incoming servicing and issue inquiries, Business Online Banking secure messages and sales opportunities
• Maintains various daily, weekly and monthly reports and associated report driven tasks
• May perform other duties as assigned

Services MBS Managed Relationships

• Assists TSO in the management of deposit accounts
• Performs all deposit account functions to include opening, maintenance and general inquiries for MBS managed clients
• First point of MBS client contact for any treasury service related inquiries
• Handles MBS client requests for information and resolves problems promptly. Involves TSO only when needed
• MBS client training of all treasury services to include Business Online Banking
• Coordinates with internal Member Business Services partners’ referral opportunities
• Helps develop long‑term solutions for business members to ensure business member and account retention

Additional Duties

• Assists other support for the TSO as directed. Types letters, memos, etc. as needed.
• Participates in special projects as requested.
• Accurately performs all Bank Secrecy Act (BSA) and OFAC functions related to opening accounts, account maintenance changes, OFAC verification, reporting suspicious activity to the Security Department, and completing all required training.
• Other duties may be required and assigned by the Director.

Qualifications

• A minimum of 4 years in a business banking role, at least two of which are deposit account management or treasury services related role.
• Knowledge: Familiar with business deposit products, overall knowledge of financial products and services, understands a business structure and business cash management needs.
• Experience in being on a team with direct customer/member relationships.
• Prior experience in servicing business relationships.
• Experience working with various finance roles of a business and maintain a working knowledge of current treasury products offered.

Skills

• Strong written and verbal communication skills
• Strong problem solving and analytical skills
• Must be accurate and detail oriented
• Must have the ability to work independently as well as with a team
• Must be able to multitask and work in a fast‑paced environment
• Proficient in using Microsoft Office applications
• Proficient with various virtual meeting applications
• Must be able to work with a sense of urgency

Education

• College degree is preferred
• Sufficient demonstrated experience with results in areas of responsibility may substitute for educational requirements

Virginia Credit Union is an Equal Opportunity Employer.