Vice President/Treasury Management

GreenState Credit Union; Naperville (IL); On-site; USD 139,883 - 163,540; Full time

Job summary

A financial institution in Naperville is seeking a Vice President of Treasury Management. This role involves collaborating with relationship managers, selling treasury products, and providing ongoing support to business members. The ideal candidate will have a Bachelor's in Business or Finance with significant banking and treasury management experience. Offering a competitive salary and a robust benefits package.

Qualifications

• 4-5 years of banking experience with 2 years in treasury management.
• Demonstrated responsibility in a banking environment.
• Ability to effectively present information to small groups.

Responsibilities

• Sell treasury management products and services to business members.
• Ensure confidentiality of member information.
• Provide ongoing relationship servicing with current business members.

Skills

Consultative selling

Customer service

Teamwork

Financial analysis

Basic algebra and geometry

Education

Bachelor's degree in Business or Finance

Tools

Banking software packages

Spreadsheets

Word processing applications

Job description

GreenState Credit Union

Vice President/Treasury Management

US-IL-Naperville

Job ID: 2025-4341

Type: Exempt Full-Time

# of Openings: 1

Category: Treasury Management

Overview

Works in collaboration with Commercial Relationship Managers on the sales and implementation of Treasury Management and Commercial Deposit Services and provides ongoing support for the business members.

GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

Salary range for this position is $139,883.64 - $163,540.00 with a progressive benefit package.

Responsibilities

• Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
• Demonstrates a positive member service (internal and external) focus at all times.
• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Ensures confidentiality of member information.
• Supports a diverse and inclusive work environment.
• Composes and prepares confidential correspondence, reports, and other complex documents.
• Sells treasury management products and services to GreenState Credit Union business members via a consultative selling process.
• Works closely with the Business Members to fully complete agreements, set up forms, procedures, for Treasury Management Services for business members.
• Creates and maintains database and spreadsheet files.
• Acts as a Treasury Management and Commercial Deposit customer service contact for business members and employees.
• Acts as the Account Analysis coordinator; reviews monthly reports to verify correct pricing.
• Works collaboratively with Compliance, BSA, Fraud, Accounting, and deposit operations to adhere to all credit union policies and procedures and regulatory requirements for depository accounts and treasury management services.
• Acts as a Merchant Credit Card Processing liaison between the GreenState Credit Union business members and Professional Solutions.
• Provides ongoing relationship servicing with current business members to maintain goodwill and gain additional business.
• Promotes and cross-sells other bank products and services as appropriate for the business members. Refers business members, owners or employees to other departments when appropriate.
• Conducts Annual/Semi Annual Review with Treasury Management relationships.
• Reviews exception pricing reports for accuracy.
• Prepares and coordinates information for banking proposals.
• Prepares cost comparisons for prospective customers.

Qualifications

• Bachelor's degree (B. A.) in Business or Finance and four to five years banking experience or training, with a minimum of two years of treasury management experience, or equivalent combination of education and experience.
• Work experience must demonstrate progressive levels of responsibility in a banking environment.
• Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence.
• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts of basic algebra and geometry.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Proficiency with related computer applications, spreadsheets, word processing, database applications, and banking software packages.

Reporting Relationship

This position reports to the Senior Vice President/Treasury Management.

Supervisory Responsibilities

This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.