VP - Treasury Relationship Manager

The VP Treasury Relationship Manager is responsible for developing new treasury and deposit relationships (business, commercial, municipal, individual) through referral and independent sales efforts. Responsible for growing the Credit Union’s core deposits through referrals, networking, self-sourced efforts, and partnering with the Commercial Lending team to win opportunities. Accountable for retaining, cultivating, and growing existing deposit/treasury portfolio. Independently schedules and runs client meetings, presentations, and product demonstrations. Manages and makes recommendations to the sales process for requesting and implementing entire suite of treasury services. The VP Treasury Relationship Manager will collaborate with VP Treasury Management on department initiatives including developing plans, strategizing, and executing ways to generate deposits and grow fee income. Cross-sale of all Summit products and services through referrals and self-generated opportunities. Responsible for keeping current knowledge of market, trends and reporting for management. Individual will provide input to leadership regarding negotiation of treasury proposals, analyze requests, prepare documentation, and make sales recommendations. Assist with annual department objectives, providing input on operating plans, and implement department programs to comply with organization requirements.

Expected Outcomes

• Individual and collective market business deposit and fee income growth goals are met or exceeded.
• Member service requests are prioritized and responded to quickly.
• Treasury services and solutions are recommended and implemented for new and current members.
• Member business is retained and grown.
• Partnerships and strategic alliances are proactively established with an eye on elevating Summit’s brand in the market.
• Comprehensive business development plans are created to achieve Credit Union annual budget goals.
• New business is attained through effective relationship building.
• Treasury Management department functions smoothly, maintains compliance and prepares for regulatory updates.
• Summit has the market intelligence needed to assist in competitive positioning and best in class service for our members.
• Knowledge of market allows us to be agile and offer competitive solutions to increase non-interest fee income and grow deposits.

Capability Requirements

• Bachelor's degree in business, finance, accounting, or related field.;
• Seven years or more experience in treasury management related sales; or combination of applicable work experience and education.
• Highly self-motivated and adaptable with the drive to self-improve and exceed goals. Optimistic attitude with ability to think creatively and navigate successfully past barriers and obstacles.
• Ability to focus on and prioritize key objectives.
• High level written and verbal communication skills
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Instinctive motivation and ability to develop and nurture positive professional relationships with business members, prospects, and connections with key stakeholders.
• Demonstrates commitment to deliver outstanding member service to current and potential clients.
• Takes ownership to personally resolve problems or ask for assistance. Takes initiative to recognize and address problems quickly and decisively. Self-motivated with ability to work in an unstructured environment.
• Thorough understanding of Treasury Management products/services, processes, and procedures. Working knowledge of commercial and business lines of business.
• Ability to develop relationships that will help foster opportunities for big market growth.
• Thoroughly understand prospects business and key value drivers by driving two-way communication.
• Ability to effectively measure ROI on marketing and sales efforts
• Knowledge and proficient utilization of MS Office Suite including Excel, Word, and PowerPoint
• Team player with flexibility to shift priorities

Required Statement Sections 

• Physical Demands of Position:  While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers.  The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds.  Must be able to operate a motor vehicle. 
• Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. 
• Equipment Used:  The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. 
• EEO Statement:  At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law.  We embrace diversity and believe that inclusion is critical to our success as a credit union.  Different makes us better.  Employment decisions are made based on qualifications, merit and business need.