Treasury Management Advisor bei Greater Iowa Credit Union

Description

Greater Iowa Credit Union is looking for a Treasury Management Advisor who would be responsible for driving deposit growth, expanding cash management services and increasing fee income through a consultative approach in ensuring sales of Treasury Management solutions to existing and new Credit Union Business Members, including non-profits, municipalities and other public entities. They will cultivate strong relationships with Commercial/Business Lenders and Branch Managers, providing product expertise and tailored solutions to meet member cash management needs.

Essential Functions & Responsibilities:

• Sales & Business Development – Develop and execute strategies to generate new deposits and fee income, meeting annual growth targets. Update Customer Relationship Management (CRM) software with sales activity, revenue projections, and client engagement details.
• Strategic Treasury Management Growth – Identify and manage Treasury Management Business Banking opportunities within the existing portfolio to enhance expansion and retention efforts. Achieve deposit gathering targets and drive adoption of cash management product suite. Promote merchant services and Point of Sale vendor solutions to enhance client operational efficiency.
• Product Expertise & Member Education – Serve as trusted advisor for cash management solutions, merchant services and payment processing needs. Provide deep insights on Treasury Management Business Banking products, educating current and prospective Business Members on their benefits.
• Consultative Sales Approach – Engage with internal teams and external members through in-person meetings and relationship reviews, preparing sales presentations, pricing analyses, and responses to Requests for Proposals (RFPs).
• Cross-Functional Collaboration – Partner with Senior Business Relationship Managers and Branch teams to maintain alignment on member relationships and ensure delivery of seamless service.
• Staff Training & Education – Conduct ongoing education sessions for credit union personnel, ensuring frontline staff can effectively promote Treasury Management Business Banking solutions.

• Performs other duties as assigned.

Performance Measurements:

• Business Development: The degree to which results are demonstrated in developing new business, expanding current member base, generating new qualified leads, deepening existing relationship through cross-selling products and services, and achieves annual deposit production targets and cash management fee income goals.
• Communication: The ability to effectively communicate through listening, speaking, writing, presenting, and sharing of information.
• Decision Making Skills & Judgment: The ability to make prudent decisions that are timely, well researched, and reflect awareness of impact.
• Analytical Skills: The ability to observe, evaluate, summarize, and apply meaningful data in the problem-solving process. The ability to forecast events based upon current situations. Demonstrated skill in generating alternative solutions to problems.
• Compliance: The degree to which the employee has knowledge of and complies with policies, practices, and regulations. Maintains sound asset quality and compliance with policy standards.
• Attitude: The degree to which one is positive, constructive, and supportive toward customers, employees, and the company. The level of enthusiasm and commitment demonstrated in job performance.
• Teamwork: The ability to collaborate with team members, and supervisors, while working to successfully meet goals. Effectively refers members to other GICU teams for consumer products, mortgage and wealth management.
• Accuracy & Detail: The level at which tasks are performed carefully, accurately, and in accordance with specific instructions. Consistency of work quality and compliance with standards, requirements, and expectations.
• Adaptability: The degree to which one adapts to changing work requirements, conditions, and business needs.
• Lives the core values of the credit union by Do the Right Thing, Do What You Say, Be Relentlessly Helpful, Be Greater Every Day, Be Accepting, and Be a Good Steward
  
  

Requirements

• Three years to five years of similar or related experience.
• (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
• Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
• Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. Maintain knowledge and understanding of policies, procedures and state and federal regulations.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to climb or balance. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position operates in a professional work environment with a quiet to moderate noise level. This role routinely uses standard office equipment such as computers and phones. This position will travel to branches or meet members at members request as needed.