What are the responsibilities and job description for the Treasury Management Specialist position at Community Choice Credit Union?

Join the Winning Team at Community Choice Credit Union!

The Treasury Management Specialist plays a critical role in the Treasury Management team by driving deposit growth and providing strategic solutions to meet business member liquidity needs. This position focuses on building and maintaining strong relationships with business members, identifying opportunities to increase deposit balances, and collaborating with internal teams to deliver customized treasury management solutions.

What You’ll Be Responsible For :

Deposit Growth and Business Member Acquisition :

Develop and execute strategies to drive deposit growth for commercial and business members.
Identify and target prospective members, tailoring deposit solutions to meet their specific needs. Act as lead business development representative for Treasury Management prospects.
Work with Commercial Lending team members referring loan business and supporting deposit relationships developed through lending activity.
Actively participate in networking activities to build relationships and referral networks to build and maintain a pipeline for new businesses.

Member Relationship Management and Product Expertise :

Act as a trusted advisor for members, providing guidance deposit optimization and treasury management services.

Maintain in-depth knowledge of deposit products, treasury management services and competitive offerings.

Track onboarding of new and existing customers and creating a calling plan along with a follow-up plan. Obtain all required documentation associated with Commercial business account transactions. Successfully implement accounts and follow-up to ensure business member satisfaction.

Prepare and / or present internal department reports used for tracking goals, pipeline, closed and lost deals and other reports as needed.

Compliance and Risk Management :

Ensure all deposit and treasury activities comply and internal, state and federal regulations.

Maintain current and thorough understanding of state and federal regulations including but not limited to BSA, OFAC, NACHA, GLBA, Reg CC, Information Security, Identity Theft Red Flags, and HIPAA regulations as related to Business Associate Agreements ensuring the overall compliance of the Commercial Deposit program.

Obtain all required documentation associated with Commercial business account transactions. Successfully implement accounts and follow-up to ensure business member satisfaction.

Monitor member accounts for unusual activities.

Who We’re Seeking :

3-5 years of experience in a related field, with a strong background in business development, treasury management, and financial services.

A bachelor’s degree in finance, business administration, or related field.

Excellent relationship-building and communication skills, with the ability to understand and meet the needs of business members.

A proactive and strategic mindset, with the ability to identify opportunities for deposit growth and business expansion.

Why You’ll Love It Here :

Team-Oriented Culture : Collaborative and supportive onsite culture, we work together to achieve success.

Growth Opportunities : Bring your competitive edge and drive – we offer a career path where your hard work will be rewarded.

Comprehensive Benefits Package : Competitive pay, health benefits, generous 401K matching program, maternity & parental leave, flexible time off, and more.

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Treasury Management Specialist

What are the responsibilities and job description for the Treasury Management Specialist position at Community Choice Credit Union?

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