Remote Treasury Management Advisor Business Banking

To maintain a strong connection with our members and local communities and better understand their unique needs, we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience !

Applicants are encouraged to apply by May 27, 2026, at 5:00 PM PST. Job postings are subject to close early or extend longer than the anticipated closing date. We recommend applying as soon as possible.

This is a remote position based in or near Lacey, WA, with regular travel required to Washington branch locations.

The target annual pay range for this position is $75,856 - $86,200. The full annual pay range is $68,960 - $103,440.

• Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

This position is responsible for driving deposit growth, fee income, and member satisfaction for Peak Credit Union’s Business Services division. It includes developing new treasury management relationships, expanding and retaining existing member relationships, and serving as a trusted advisor by delivering tailored cash management and payment solutions. Partners closely with Commercial Loan Officers, Small Business Development Officers, and internal teams to provide consultative sales, implementation support, ongoing relationship management, and subject‑matter expertise across the credit union’s suite of treasury products and services.

• Develop and execute a treasury management sales strategy focused on new business acquisition and deepening existing member relationships.
• Conduct in‑person and virtual sales calls, needs assessments, and on‑site evaluations for prospective and existing business members.
• Maintain a strong pipeline of opportunities and consistently meet or exceed deposit and fee income/revenue goals.
• Prepare and deliver tailored treasury management proposals, pricing recommendations, and presentations.
• Lead the full treasury management sales cycle, including discovery, proposal development, implementation coordination, and onboarding support.
• Serve as a key contributor to the continued build‑out, enhancement, and evolution of the Credit Union’s treasury management product suite, providing frontline insight into member needs, competitive gaps, and market trends.
• Partner with Business Services leadership, digital banking, operations, risk, IT, and vendor partners to identify, evaluate, and recommend new treasury products, services, and technology enhancements that support business member growth and operational efficiency.
• Serve as the primary treasury management advisor for assigned business members, ensuring solutions continue to align with their operational and financial needs.
• Coordinate calling efforts with Commercial Loan Officers and other internal partners to identify cross‑selling opportunities and provide holistic financial solutions.
• Conduct periodic account reviews, including transaction activity, limits (ACH, wires, RDC), and service utilization.
• Support members with the set‑up and ongoing use of treasury management services both remotely and on‑site, as needed.
• Assess operational and risk considerations related to treasury management services in collaboration with internal partners.
• Represent Peak Credit Union in the community at business networking events, trade shows, and treasury‑related industry functions as appropriate.
• Maintain strong awareness of treasury management trends, competitor offerings, and industry best practices.
• All other duties as assigned.

Monday through Friday during standard business hours, with flexibility to work varying…