Treasury Support Specialist — Banking & Client Services

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

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.