Trustage
Consultant I, Treasury (Hybrid)
Madison, WI
Sponsorship not specified$83k-$125kDetected 12 days ago
AccessibilityProject ManagementAccountingForecastingExcelResearchLeadershipCommunicationProblem SolvingTime Management
About the role
- 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.
- 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.
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.
- Review and resolve production processing issues with the banking partners.
- 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.
- 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 and prepare various oversight and metric reports associated to the services provided by the area and banking partner performance.
- Develop and design Workstation dashboard pages to assist users in receiving regular oversight information.
Requirements
- Bachelor's Degree in Accounting, Finance, or Business Administration.
- Five or more years of progressive work experience in corporate financial environment.
- Technical expertise in treasury workstation or on-line banking solutions, ad hoc data manipulation (e.g., Excel applications) and reporting tools in addition to general PC and Internet skills.
- Project management skills, including experience in leading cross-departmental projects, planning, requirements gathering, test scripts, testing oversight, communication planning, and implementation.
- ability to organize and prioritize projects, materials and multiple work elements.
- Effective problem-solving skills, including the ability to analyze and resolve problems and identify opportunities for improvement.
- Demonstrated ability to work in a team environment and independently.
- A resume is required to apply.
- Uses best practices and knowledge of internal or external business issues to improve products or services
Nice to have
- Provides advice as regards to strategy, management and operations as well as the structure of a business.
- They recommend solutions, utilizing knowledge of theory, principles, or technology of specific discipline or field of specialization.
- C onsults 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.
- Certified Treasury Professional (CTP) certification strongly preferred.
Compensation
- may vary based on the job level, your geographic work location, position incentive plan and exemption status.
- $83,100.00 - $124,700.00
- In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.
- Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.
Benefits
- At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance.
Equal opportunity
- Accommodation request
Visa & Work Authorization
- Candidates may choose to opt out of this process.
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This listing is sourced directly from Trustage's careers page and normalized into a canonical job model.