Commercial Treasury Sales Officer

Overview

Location Type: Hybrid

Position Type: Full Time

The Commercial Treasury Relationship Manager is responsible for driving revenue growth by acquiring, expanding, and retaining commercial members through tailored treasury management solutions. This role blends strategic relationship management with consultative sales expertise to meet the evolving financial needs of businesses. Key responsibilities include developing and executing strategic plans to achieve revenue goals, delivering customized treasury solutions aligned with member needs, providing proactive support and issue resolution across all treasury management products and services, and building long‑term relationships to enhance member satisfaction and loyalty.

• Maintain and build an extensive technical knowledge of Treasury Management products, services and pricing, operating systems, data transmissions, file formats, and protocols used for the delivery and support of Treasury Management products and services
• Identify opportunities to broaden product feature/functionality based on market and competitive intelligence
• Manage and open commercial accounts for treasury management members
• Ensure all approvals, sign‑offs, and member documentation are obtained, timelines and responsibilities are communicated, and the hand‑off is smooth
• Develop and maintain standard R.F.P. responses
• Identify sales opportunities in conjunction with the Director of Commercial Treasury & Deposits, Executive Director of Sales, and Marketing Liaison
• Provide general Treasury support and training for the Commercial Services umbrella
• Research and respond to all Treasury Management client inquiries professionally and efficiently, partnering with Treasury Management Sales Officers at Tru Treasury when necessary
• Provide phone support for client resolution on Treasury Management issues, training members as requested
• Ensure the members' Treasury Management documentation, internal processes, and procedures are compliant with regulatory guidelines
• Provide subject matter expertise to internal credit union staff as required, on Treasury Management sales
• Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
• Attend educational events to increase professional knowledge
• Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs

• Bachelor’s degree in a business‑related field (A comparable combination of work experience and training may be substituted for education requirements)
• A minimum of 5 years of business deposit and Treasury Management experience
• Certified Treasury Professional designation preferred
• Proven ability to generate leads and build a book of business, as well as pipeline for future opportunities
• Advanced knowledge of Treasury Management products and services, account analysis, and online banking systems
• Proficient understanding of Public Funds and products to compete in the sales market
• Ability to collaborate with the Commercial Treasury Services Specialist on referrals and closing lead documentation
• Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
• Accurate, detail‑oriented, and organized with task management
• Ability to analyze and resolve difficult and often complex problems or situations
• Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
• Strong knowledge and understanding of credit union products, services, policies, and procedures
• Strong knowledge and understanding of regulatory compliance
• Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties

• Financial Well‑Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
• Work‑Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
• Community Involvement: Paid Volunteer Hours
• Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit https://ca

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For more information, please visit https://ca