Treasury Management Specialist

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Full Time Pensacola, FL, US

6 days ago Requisition

Salary Range: $53,000.00 To $66,500.00 Annually

About Gulf Winds

Service Beyond Banking - At Gulf Winds, we are forward-thinking and team-oriented. We recognize and reward service that exceeds our members’ expectations and, most importantly, have fun while working hard and impacting our community. We’re looking for driven professionals who are passionate about service, fueled by purpose, and guided by core values of Integrity, Care, Growth, and Innovation

Our Values

We are guided by our core values of Integrity, Care, Growth, and Innovation and are dedicated to our members, our community and each other.

Integrity We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility.

Care We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else.

Growth We set ambitious goals, provide personal development opportunities, and encourage results.

Innovation We challenge the status quo to enhance the member’s experience and solve tomorrow’s challenges today.

Working at Gulf Winds

Working at Gulf Winds is not just a job, it’s a career. We’re hiring collaborative, motivated people who want to love what they do. We are forward-thinking and family oriented. We recognize and reward excellent member service and have fun while working hard. When you join the team, you can expect:

• Open and transparent communication with your leaders
• Consistent coaching and opportunities to improve performance.
• Collaborative and team-focused environments
• Short and long-term professional development
• Opportunity to participate in cross-functional projects.

With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast.

The Treasury Management Specialist is responsible for generating deposit growth and increasing fee income through a consultative approach to selling Treasury Management products and solutions to Gulf Winds Credit Union Business members. This includes both new and existing business members and will require the individual to work closely with their assigned Commercial Lenders and branch staff to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.

• Demonstrates a pro‑active approach to managing and identifying Treasury Management opportunity leads within the existing portfolio for expansion and retention efforts, and in working with commercial lenders regarding their targeted prospects for business development efforts.
• Collaborate with partner departments and systems providers to implement and oversee efficient sales and operational workflows including member onboarding, training, and daily member service support.
• Develops and executes a strategy for generating new deposits and fee income to meet annual goals and sales activity.
• Performs various activities in support of the sales function, including (but not limited to) calling on members in‑person, conducting periodic relationship reviews (in‑person or via phone), preparing all necessary sales presentations and pricing pro‑formas. Prepares and participates in responses to Requests for Proposal’s (RFP’s) coordinating with product and commercial lenders as necessary.
• Collaborates and maintains communication with Commercial Lenders and internal partners to stay current on customer relationships and provide seamless service.
• Conducts on‑going training and education sessions for all member facing CU staff. This could include product presentations, consultative selling discussions and client success stories. Coordinates and gathers all documents required for tracking and documentation purposes.
• Performs other duties as assigned.

2. Uses good judgement in establishing and maintaining working relationships, solve problems, and produce…