AVP/VP - Treasury Relationship Manager

Summit Credit Union•West Bend, WI

1d•Hybrid

About The Position

At Summit Credit Union, we believe strong treasury partnerships are foundational to healthy businesses and thriving communities. As our AVP/VP Treasury Relationship Manager, you’ll play a key role in growing core deposits, delivering best‑in‑class treasury solutions, and building trusted relationships that fuel long-term member success. If you’re a driven relationship-builder who thrives on consultative sales, collaboration, and creating value for business members—this could be your next great move.

Requirements

Bachelor’s degree in business, finance, accounting, or related field (or equivalent experience).
5+ years of experience in treasury management, commercial banking, and/or business banking sales.
Strong knowledge of Treasury Management products, services, processes, and commercial lines of business.
Highly self‑motivated, adaptable, and goal‑oriented with a positive, creative mindset.
Excellent ability to listen, analyze, and communicate complex information clearly and persuasively—verbally and in writing.
Proven skill in building and nurturing trusted professional relationships with members, prospects, and internal partners.
Ability to prioritize key objectives, solve problems, analyze data, and draw sound conclusions.
Comfort working independently in an unstructured environment while taking ownership of outcomes.
Ability to measure ROI on marketing and sales efforts.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
Collaborative, flexible team player who can adapt as priorities shift.

Responsibilities

Grow Deposits & Fee Income by developing new treasury and deposit relationships across business, commercial, municipal, and individual segments through referrals and self-sourced efforts.
Retain, Cultivate & Expand Relationships by actively managing and growing an existing portfolio of treasury and deposit members.
Partner for Success by collaborating closely with the Commercial Lending team to win opportunities and deliver integrated financial solutions.
Lead the Sales Process by scheduling and running client meetings, presentations, product demonstrations, and managing the full treasury services sales and implementation lifecycle.
Deliver Treasury Solutions by recommending, onboarding, and implementing the full suite of treasury management products and services for new and existing members.
Support Department Strategy by partnering with the VP of Treasury Management on department initiatives, planning, and strategies to generate deposits and grow fee income.
Cross‑Sell Summit Solutions through referrals and self-generated opportunities that deepen relationships and meet member needs.
Ensure Seamless Onboarding & Service by supporting account opening and servicing activities for commercial members as needed.
Strengthen Market Presence by proactively building partnerships and strategic alliances that elevate Summit’s brand and competitive positioning.