TruStage

TruStage

Consultant I, Treasury (Hybrid)

Madison, WI

Sponsorship not specified$83k-$125kDetected 11 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.

This listing is sourced directly from TruStage's careers page and normalized into a canonical job model.