Position: Senior Regional Treasury Sales Manager-(Hybrid)
What we offer:
Work-life flexibility
Hybrid work environment
Variable annual incentive plan
Generous annual vacation allotment
Top-notch flexible benefits plan including family building and gender affirmation
Retirement Plan, matched contributions at 6%
Access to a learning platform and educational assistance support
Access to a virtual wellness platform
Career development opportunities
Wellness Flex Fund to support personal interest and activities
Day off to volunteer in your community and other paid time off options
Corporate discounts
* subject to employment agreement
Job Summary:
As a Senior Regional Treasury Sales Manager on the Central 1 team, you will serve as a trusted advisor, providing relationship-driven support to credit union members and select financial institutions. You will proactively engage clients, originate treasury and capital markets opportunities, and help strengthen their balance sheets, liquidity, and long-term financial resilience.
We are only considering candidates who are currently based in British Columbia.
What you'll be doing:
Deliver proactive, relationship-driven treasury and capital markets coverage to credit union and financial institution clientsBuild trusted advisor relationships with senior treasury and finance leadersIdentify and execute growth opportunities across funding, liquidity, investment, and balance sheet solutionsLead client strategy and treasury sales activities as an individual contributorCollaborate cross-functionally to deliver seamless client solutions and insightsOwn the end-to-end client experience and represent the organization externallyClient Relationship Management
Act as the primary relationship lead for assigned clients, ensuring consistent, high-quality engagementDevelop a deep understanding of each client’s financial position, strategy, and risk profileCoordinate internal partners to deliver a unified client experienceProactively manage issues and continuously improve client satisfactionSales & Business Development
Originate and advance treasury opportunities with existing and prospective clientsLead sales efforts from opportunity identification through deal executionDrive portfolio growth across treasury and capital markets offeringsEnsure proposed solutions are practical and aligned with service standardsClient Engagement & Advisory
Create structured client coverage plans and maintain opportunity pipelinesLead meetings, presentations, and educational sessionsProvide market insights and tailored treasury adviceTranslate industry and regulatory trends into actionable client strategiesCross-Functional Collaboration
Partner with servicing, operations, and analytics teams to deliver solutionsCoordinate with risk, legal, and finance stakeholders to ensure complianceSupport RFIs, RFPs, and proposal developmentWhat you'll have:
7+ years in treasury, capital markets, financial institution sales, or client relationship management with a focus on business developmentExperience working with credit unions or financial institutions, including knowledge of balance sheets, liquidity, and funding strategiesProven ability to build trusted client relationships and drive growth opportunitiesStrong understanding of treasury and capital markets products (funding, liquidity, investments, securitization, and risk management)Experience working as a senior individual contributor within cross-functional teamsUndergraduate degree in Finance, Business, Economics, or a related field; CFA, MBA, or similar designation is an assetSalary range: $125,000-$155,000 plus a variable pay incentive of 14%-21%
The salary represents the job rate determined for the successful candidate who is fully competent in the role. The actual salary will vary depending on market conditions and…
