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Consultant , Treasury; Hybrid

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: TruStage
Full Time position
Listed on 2026-07-15
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Banking & Finance
Salary/Wage Range or Industry Benchmark: 83100 - 124700 USD Yearly USD 83100.00 124700.00 YEAR
Job Description & How to Apply Below
Position: Consultant I, Treasury (Hybrid)

At Tru Stage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work:
Tru Stage awards and recognition.

Job Purpose

Under the direction of Treasury leadership and Senior Consultants, accountable for internal customer servicing for both domestic and international Treasury operations and evaluating and mitigating risk related to global cash management payment services. The incumbent will have project management accountability for treasury initiatives, in addition to responsibility for KPI and treasury metrics to demonstrate the corporate exposure with financial partners. This position will have oversight and management of financial institution services, including opening/closing accounts, analyzing bank services, documenting treasury procedures, providing backup for daily cash management, debt administration and cash forecasting processes.

The incumbent will act as an escalation to review and release payments and serve as a liaison between business areas, banking services and the financial institution service provider.

This position has access to confidential information and is required to review and sign a Corporate Confidentiality Statement confirming their understanding of Corporate Policy on an annual basis.

Consultant

Provides advice as regards to strategy, management and operations as well as the structure of a business. Analyzes and identifies problems, researches and collects data, prepares business proposals, manages projects and programs. Recommends solutions, utilizing knowledge of theory, principles, or technology of specific discipline or field of specialization. Consults with client to ascertain define need or problem area plus determine scope of investigation required to obtain solution.

Consultants analyze data to define solution, and examine alternate methods as well.

Framework General Profile And Scope
  • Requires in-depth knowledge and experience
  • Acts as a resource for colleagues with less experience; may lead small projects with manageable risks and resource requirements
  • Uses best practices and knowledge of internal or external business issues to improve products or services
  • Solves complex problems; takes a new perspective using existing solutions and approaches changes with flexibility
  • Works independently, receives minimal guidance
Job Responsibilities
  • Manage the banking administration function. Project manager for daily support and implementation of banking services to support the payment needs of CUNA Mutual Group domestic and International. Oversee the user's access to banking services and payment information. Review and resolve production processing issues with the banking partners.
  • Administration of the Treasury Workstation Software solution and vendor relationship. Configure various data elements and scheduling of user reports, dashboard set up, user access, workflow authorization and mapping of accounting transactions associated to various money movement transactions.
  • Design and deliver treasury solutions that align with the Strategic Mission and Treasury Strategy. Proactively manage internal Treasury customer relationships, partnership with internal Treasury clients to understand products and services and how to optimize their payment solutions. Keep abreast of changes in the treasury industry. Develop internal and external training or communication or training program(s) to assist clients in knowing new payment options.

    Identify, propose, and implement technology solutions that can enhance the Treasury service operations.
  • Analyze various banking services, risk exposure, and overall relationship oversight. Analyze and prepare various oversight and metric reports associated to the services…
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