CommunityAmerica Credit Union
Treasury Services Relationship Manager
Fayetteville, Washington County
Sponsorship not specifiedDetected 1 day ago
SalesforceCRMSalesBusiness DevelopmentOutbound SalesAccountingLeadershipCommunicationCollaborationTime Management
About the role
- The Treasury Services Relationship Manager is responsible for developing and strengthening relationships with business members and prospective members by delivering treasury management solutions that support efficient cash flow management and day-to-day business operations. This role partners with business members to identify treasury needs, recommend
- appropriate solutions, grow deposits, and enhance the overall member experience.
Responsibilities
- Build and maintain strong relationships with business members and prospective members by understanding their operational and treasury management needs.
- Take ownership of member issues and coordinate timely resolution through appropriate internal partners.
- Deliver a positive and consistent member experience that supports retention and long-term relationship growth.
- Develop and maintain an active pipeline of treasury and deposit opportunities through outbound calling, referrals, networking, community involvement, and internal partnerships.
- Partner with Commercial Relationship Managers, business lenders, branch teams, and other internal stakeholders to support new business acquisition and relationship expansion.
- Participate in joint calling activities with commercial banking partners when appropriate.
- Consult with business members to identify treasury needs and recommend appropriate solutions that support operational efficiency and business growth.
- Partner with Treasury Operations and Deposit Operations teams to support successful onboarding and service delivery.
- Build strong relationships across the credit union, including branches, Commercial Banking, Deposit Operations, Treasury Operations, Credit, and senior leadership.
- Support referral generation by educating internal partners on treasury management solutions and identifying treasury opportunities.
Requirements
- Five (5) or more years of experience in Treasury Management Sales, Commercial Banking, Business Banking, or consultative treasury services.
- Required Knowledge, Skills, and Abilities
Nice to have
- Conduct regular member conversations and relationship reviews to identify opportunities for treasury service adoption, deposit growth, and relationship expansion.
- Serve as a resource for business members by providing guidance on available treasury management products and services.
- Achieve individual goals for treasury services, deposit growth, and business product sales consistent with Commercial Banking objectives.
- Identify new business opportunities within the credit union's footprint and actively pursue treasury management sales opportunities.
- Assist with proposal development, pricing discussions, and implementation coordination.
- Demonstrate behaviors consistent with the credit union's values, leadership characteristics, and service standards
- Bachelor's degree in Business, Finance, Accounting, or related field preferred
- equivalent experience may be considered.
Benefits
- Present treasury management solutions and clearly communicate product features, benefits, and value propositions.
- Education and Experience Requirements
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This listing is sourced directly from CommunityAmerica Credit Union's careers page and normalized into a canonical job model.